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 %
Luther King Capital Management (LKCM)
576
Luther King Capital Management (LKCM)
Texas
$5.21M -$119K -728 -2%
1SB
577
1ST Source Bank
Indiana
$5.2M -$366K -2,238 -7%
FIA
578
Foundations Investment Advisors
Arizona
$5.17M -$128K -685 -2%
EF
579
Empirical Finance
Pennsylvania
$5.16M -$8.18K -50 -0.2%
AAM
580
AR Asset Management
California
$5.14M
SWM
581
SeaCrest Wealth Management
New York
$5.12M -$480K -3,014 -9%
MCM
582
MAI Capital Management
Ohio
$5.11M +$186K +1,138 +4%
GCM
583
Garland Capital Management
Washington
$5.1M -$466K -2,848 -8%
SA
584
Shilanski & Associates
Alaska
$5.07M -$154K -943 -3%
NEAM
585
New England Asset Management
Connecticut
$5.03M -$646K -3,950 -11%
BFS
586
Bard Financial Services
Connecticut
$5.02M +$20.4K +125 +0.4%
APP
587
Avantax Planning Partners
Iowa
$5M -$289K -1,766 -5%
HC
588
Hourglass Capital
Texas
$4.99M -$360K -2,200 -7%
AFA
589
Abacus FCF Advisors
Florida
$4.95M +$2.29M +13,980 +86%
CIA
590
Concurrent Investment Advisors
Florida
$4.93M +$4.93M +30,122 New
Members Trust
591
Members Trust
Florida
$4.93M -$148K -901 -3%
RMC
592
Resources Management Corp
Connecticut
$4.92M +$20K +122 +0.4%
EFS
593
Essex Financial Services
Connecticut
$4.9M +$129K +791 +3%
BFG
594
Bleakley Financial Group
New Jersey
$4.86M +$472K +2,886 +11%
BE
595
Bonness Enterprises
District of Columbia
$4.84M
GIM
596
Greylin Investment Management
Virginia
$4.79M -$468K -2,860 -9%
EH
597
Equitable Holdings
New York
$4.76M +$550K +3,365 +13%
AIS
598
American Investment Services
Massachusetts
$4.75M -$2.05M -12,552 -30%
TCM
599
Tufton Capital Management
Maryland
$4.73M -$88.6K -542 -2%
NMIMC
600
Northwestern Mutual Investment Management Company
Wisconsin
$4.73M +$24.2K +148 +0.5%