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 %
WTC
601
WhitTier Trust Company
Nevada
$4.73M +$56.6K +346 +1%
FMI
602
Factory Mutual Insurance
Massachusetts
$4.71M +$4.71M +28,800 New
BAAM
603
Baker Avenue Asset Management
California
$4.71M +$4.52M +27,624 +2,353%
FCA
604
FLC Capital Advisors
California
$4.7M +$82.4K +504 +2%
MCM
605
Mengis Capital Management
Oregon
$4.69M -$491 -3 -0%
CSPIA
606
Cary Street Partners Investment Advisory
Virginia
$4.66M -$62.1K -380 -1%
HFS
607
Hantz Financial Services
Michigan
$4.65M -$312K -1,910 -6%
VRM
608
Vectors Research Management
New York
$4.64M +$3.72M +125,025 +406%
PWLP
609
Prio Wealth Limited Partnership
Massachusetts
$4.63M -$1.47K -9 -0%
VWM
610
Valley Wealth Managers
New Jersey
$4.63M -$245K -1,498 -5%
NC
611
NovaPoint Capital
Georgia
$4.62M -$198K -1,208 -4%
EFMC
612
Empire Financial Management Company
New York
$4.55M +$106K +649 +2%
EF
613
Empowered Funds
Pennsylvania
$4.53M +$2.04M +12,480 +82%
GW
614
GW & Wade
Massachusetts
$4.52M +$604K +3,692 +15%
HI
615
Horizon Investments
North Carolina
$4.52M +$936K +5,773 +26%
SAM
616
Shell Asset Management
Netherlands
$4.49M +$632K +3,863 +16%
LJHT
617
Laurie J. Hall Trustee
$4.48M +$663K +4,055 +17%
MSAM
618
Moloney Securities Asset Management
Missouri
$4.47M +$272K +1,664 +6%
ISB
619
Iowa State Bank
Iowa
$4.47M +$63K +385 +1%
BC
620
Bartlett & Co
Ohio
$4.44M -$872K -5,325 -16%
BCWM
621
Bartlett & Co Wealth Management
Ohio
$4.44M -$872K -5,325 -16%
MA
622
Mutual Advisors
Nebraska
$4.44M -$2.7M -16,536 -38%
HWAM
623
Hennion & Walsh Asset Management
New Jersey
$4.43M +$649K +3,970 +17%
VST
624
Van Strum & Towne
California
$4.42M -$50.9K -311 -1%
HKIM
625
Hayek Kallen Investment Management
Alabama
$4.42M -$38.4K -235 -0.9%