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 %
CRIG
726
Charter Research & Investment Group
Connecticut
$3.29M -$8.18K -50 -0.2%
UIC
727
Uniplan Investment Counsel
Wisconsin
$3.29M +$3.29M +20,101 New
GPTE
728
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.29M
WFMPM
729
Woodley Farra Manion Portfolio Management
Indiana
$3.28M -$163K -994 -5%
SPG
730
Strategic Planning Group
Utah
$3.27M +$3.27M +20,011 New
ALAM
731
Asahi Life Asset Management
Japan
$3.27M -$1.51M -9,234 -32%
CAM
732
Carret Asset Management
New York
$3.27M -$16.2K -99 -0.5%
NSEDCP
733
NJ State Employees Deferred Compensation Plan
New Jersey
$3.27M
PAS
734
Park Avenue Securities
New York
$3.26M -$165K -1,010 -5%
JWCA
735
J.W. Cole Advisors
Florida
$3.25M +$96.7K +591 +3%
JPMIA
736
J.P. Marvel Investment Advisors
Massachusetts
$3.25M -$3.27K -20 -0.1%
SAM
737
Sompo Asset Management
Japan
$3.25M -$270K -1,649 -8%
PI
738
Pettee Investors
Connecticut
$3.24M -$25.4K -155 -0.8%
ECU
739
Eisler Capital (UK)
United Kingdom
$3.23M -$2.26M -13,815 -41%
WP
740
Westmount Partners
California
$3.22M -$115K -702 -3%
KFP
741
KMG Fiduciary Partners
Ohio
$3.21M -$98.9K -605 -3%
SFWA
742
Summit Financial Wealth Advisors
Louisiana
$3.2M +$110K +675 +4%
MWM
743
Mission Wealth Management
California
$3.2M +$157K +959 +5%
ERIC
744
Eagle Rock Investment Company
Georgia
$3.19M -$466K -2,850 -13%
ECG
745
Edge Capital Group
Georgia
$3.18M +$121K +740 +4%
Fayez Sarofim & Co
746
Fayez Sarofim & Co
Texas
$3.16M -$4.66K -25 -0.1%
AIA
747
AIMZ Investment Advisors
California
$3.15M -$15.9K -97 -0.5%
ST
748
Smithfield Trust
Pennsylvania
$3.15M +$4.74K +29 +0.2%
PAMG
749
Patton Albertson Miller Group
Tennessee
$3.15M +$768K +4,693 +32%
GFS
750
GYL Financial Synergies
Connecticut
$3.15M -$50.4K -308 -2%