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 %
SCA
676
STALEY CAPITAL ADVISERS
Pennsylvania
$3.8M +$702K +4,290 +23%
ACM
677
Argyle Capital Management
Pennsylvania
$3.79M -$782K -4,780 -17%
BB
678
Busey Bank
Illinois
$3.79M -$158K -964 -4%
DI
679
DFPG Investments
Utah
$3.77M +$57.2K +357 +2%
CCP
680
Cunning Capital Partners
North Carolina
$3.76M
PFS
681
Prospera Financial Services
Texas
$3.74M +$183K +1,120 +5%
PFA
682
Pathway Financial Advisers
Indiana
$3.73M -$51.2K -313 -1%
KWM
683
Kingsview Wealth Management
Oregon
$3.71M +$21.8K +133 +0.6%
ACG
684
Allen Capital Group
Nebraska
$3.68M -$236K -1,441 -6%
MCC
685
Money Concepts Capital
Florida
$3.68M -$39.6K -242 -1%
PWA
686
Providence Wealth Advisors
Illinois
$3.68M +$1.74M +9,986 +90%
BOCM
687
Bontempo Ohly Capital Management
Maryland
$3.68M +$18.3K +112 +0.5%
LSIA
688
LaSalle St. Investment Advisors
Illinois
$3.67M -$1.32M -809 -27%
WTA
689
Washington Trust Advisors
Massachusetts
$3.66M
BSW
690
Buckingham Strategic Wealth
Missouri
$3.65M +$99.3K +607 +3%
CYG
691
Clean Yield Group
Vermont
$3.62M -$47.4K -290 -1%
SC
692
Searle & Co
Connecticut
$3.61M -$219K -1,338 -6%
VFM
693
Viking Fund Management
North Dakota
$3.61M -$2.8M -17,150 -44%
LOAME
694
Lombard Odier Asset Management (Europe)
United Kingdom
$3.61M +$23.9K +146 +0.7%
BBA
695
Baader Bank Aktiengesellschaft
Germany
$3.6M -$203K -1,242 -5%
FTDI
696
First Trust Direct Indexing
Massachusetts
$3.58M +$494K +3,021 +16%
PCA
697
Providence Capital Advisors
North Carolina
$3.55M -$101K -620 -3%
WWM
698
Wagner Wealth Management
South Carolina
$3.54M -$115K -701 -3%
SFG
699
Socha Financial Group
New York
$3.52M +$981 +6 +0%
GI
700
GAMCO Investors
Connecticut
$3.52M -$172K -1,051 -5%