2,665 hedge funds and large institutions have $90.7B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 972 increasing their positions, 1,049 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,665
Holders Change
+217
Holders Change %
+8.86%
% of All Funds
39.06%
Holding in Top 10
67
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.42%
% of All Funds
0.98%
New
341
Increased
972
Reduced
1,049
Closed
89
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
MMM
551
Mendel Money Management
Illinois
$5.69M -$52.2K -319 -0.9%
KL
552
KWMG LLC
Kansas
$5.67M -$145K -884 -2%
BIA
553
Barry Investment Advisors
Massachusetts
$5.66M -$117K -716 -2%
FM
554
Foster & Motley
Ohio
$5.6M -$78.2K -478 -1%
RFM
555
Royal Fund Management
Florida
$5.56M +$108K +658 +2%
CCM
556
Channing Capital Management
Illinois
$5.55M -$1.23M -7,530 -18%
CIP
557
Chartwell Investment Partners
Pennsylvania
$5.55M -$5.07K -31 -0.1%
CK
558
Cohen Klingenstein
New York
$5.51M
SIC
559
SFE Investment Counsel
California
$5.48M -$146K -895 -3%
IC
560
IEQ Capital
California
$5.47M +$668K +4,085 +14%
PAM
561
Panagora Asset Management
Massachusetts
$5.45M -$315K -1,926 -5%
CBTWT
562
Community Bank & Trust (Waco, Texas)
Texas
$5.45M +$164K +1,002 +3%
AssetMark Inc
563
AssetMark Inc
California
$5.42M +$1.09M +6,658 +25%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$5.41M -$283K -1,731 -5%
MMA
565
Mizuho Markets Americas
New York
$5.37M +$1.57M +9,573 +41%
TCOV
566
Trust Company of Vermont
Vermont
$5.37M -$588K -3,596 -10%
CC
567
Cannell & Co
New York
$5.34M -$348K -2,127 -6%
JIC
568
Johnson Investment Counsel
Ohio
$5.33M +$73.6K +450 +1%
KRSITF
569
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.32M -$84.4K -516 -2%
SWP
570
Strategic Wealth Partners
Ohio
$5.31M +$1.33M +8,113 +33%
FB
571
Fulton Bank
Pennsylvania
$5.31M -$617K -3,771 -10%
GF
572
Gabelli Funds
New York
$5.28M -$166K -1,015 -3%
SWA
573
Stratos Wealth Advisors
Ohio
$5.26M -$138K -841 -3%
CNBT
574
Canandaigua National Bank & Trust
New York
$5.25M -$222K -1,357 -4%
SFS
575
Sowell Financial Services
Arkansas
$5.22M -$526K -3,218 -9%