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 %
MP
701
McDonald Partners
Ohio
$3.52M +$228K +1,396 +7%
SCM
702
Stonebridge Capital Management
California
$3.52M +$106K +650 +3%
HA
703
Herold Advisors
New York
$3.51M -$64K -391 -2%
FNB
704
Farmers National Bank
Kentucky
$3.51M -$117K -716 -3%
SFI
705
Siemens Fonds Invest
Germany
$3.5M +$344K +2,105 +11%
CIP
706
Convergence Investment Partners
Florida
$3.49M -$183K -1,118 -5%
LWL
707
Leo Wealth LLC
Texas
$3.48M +$3.48M +20,985 New
RA
708
RFG Advisory
Alabama
$3.48M +$44.6K +273 +1%
NLP
709
Next Level Private
New York
$3.47M +$65.3K +399 +2%
OPA
710
Old Port Advisors
Maine
$3.47M -$98.8K -604 -3%
PCTC
711
Perkins Coie Trust Company
Washington
$3.46M -$8.18K -50 -0.2%
PVI
712
Pine Valley Investments
New Jersey
$3.46M +$223K +1,365 +7%
VVP
713
Venture Visionary Partners
Ohio
$3.44M -$312K -1,910 -8%
PI
714
PFG Investments
New York
$3.44M -$29.6K -181 -0.9%
VCA
715
Verdence Capital Advisors
Maryland
$3.44M +$80.8K +494 +2%
AIMCA
716
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.42M
Public Sector Pension Investment Board (PSP Investments)
717
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.39M -$12.6M -76,820 -79%
GF
718
Gries Financial
Ohio
$3.38M +$55K +336 +2%
TMAM
719
Tokio Marine Asset Management
Japan
$3.37M +$212K +1,294 +7%
RWMG
720
Redwood Wealth Management Group
New Jersey
$3.35M -$42.2K -258 -1%
ZCM
721
Ziegler Capital Management
Illinois
$3.34M -$232K -1,416 -6%
DAS
722
Dynamic Advisor Solutions
Arizona
$3.32M +$54.9K +345 +2%
ISL
723
Ingalls & Snyder LLC
New York
$3.32M +$25.7K +157 +0.8%
JHCP
724
Jackson Hole Capital Partners
Oklahoma
$3.32M +$413K +2,523 +14%
PWM
725
Perigon Wealth Management
California
$3.31M +$251K +1,535 +8%