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 %
ADL
626
Asset Dedication LLC
California
$4.39M +$9.28K +57 +0.2%
RGI
627
River Global Investors
United Kingdom
$4.39M +$2.1M +12,861 +92%
JCM
628
Jacobi Capital Management
Pennsylvania
$4.37M -$4.74K -29 -0.1%
AI
629
AXS Investments
New York
$4.36M -$149K -909 -3%
CPA
630
Capital Planning Advisors
California
$4.35M -$53.8K -329 -1%
SVWAG
631
Sound View Wealth Advisors Group
Georgia
$4.32M +$1.33M +8,123 +44%
SHFA
632
SS&H Financial Advisors
Michigan
$4.32M -$142K -870 -3%
EWA
633
EP Wealth Advisors
California
$4.31M -$50.4K -308 -1%
JAM
634
Jupiter Asset Management
United Kingdom
$4.29M +$2.49M +15,197 +138%
AF
635
Allworth Financial
California
$4.28M +$210K +1,287 +5%
AG
636
Ascent Group
Virginia
$4.27M +$84.1K +452 +2%
WSC
637
Wellington Shields & Co
New York
$4.26M -$32.1K -196 -0.7%
KC
638
Kinloch Capital
Virginia
$4.26M -$145K -885 -3%
GAM
639
Groupama Asset Management
France
$4.23M +$4.23M +25,869 New
SWMG
640
Signature Wealth Management Group
Georgia
$4.21M +$4.21M +25,718 New
BC
641
Burney Company
Virginia
$4.19M -$183K -1,119 -4%
CTC
642
Central Trust Company
Missouri
$4.18M -$55.8K -341 -1%
SC
643
SouthState Corp
Florida
$4.16M +$16.4K +100 +0.4%
ACM
644
Altrius Capital Management
North Carolina
$4.12M -$34.5K -211 -0.8%
CAM
645
Claret Asset Management
Quebec, Canada
$4.11M -$23.2K -142 -0.6%
WANY
646
Wealthspire Advisors (New York)
New York
$4.1M -$164K -1,000 -4%
WSTAM
647
Wilbanks Smith & Thomas Asset Management
Virginia
$4.07M -$825K -5,043 -17%
SAM
648
Stansberry Asset Management
Texas
$4.07M +$1.27M +7,744 +45%
Squarepoint
649
Squarepoint
New York
$4.05M -$45.5M -278,130 -92%
PA
650
Parallel Advisors
California
$4.04M +$520K +3,181 +15%