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 %
OPTFSNA
751
Old Point Trust & Financial Services N A
Virginia
$3.11M -$22.9K -140 -0.7%
DWA
752
Douglass Winthrop Advisors
New York
$3.11M -$13.2K -81 -0.4%
WA
753
Waverly Advisors
Alabama
$3.11M -$112K -683 -3%
PCMK
754
Paragon Capital Management (Kansas)
Kansas
$3.11M -$93.7K -573 -3%
GRP
755
Global Retirement Partners
California
$3.1M +$661K +3,962 +27%
AFG
756
Atomi Financial Group
New York
$3.1M +$528K +3,228 +21%
LNWWM
757
Laird Norton Wetherby Wealth Management
California
$3.09M +$96.7K +591 +3%
ABC
758
Associated Banc-Corp
Wisconsin
$3.08M -$113K -690 -4%
BJL
759
Brighton Jones LLC
Washington
$3.07M +$992K +6,063 +48%
RIL
760
Rothschild Investment LLC
Illinois
$3.05M -$769K -4,701 -20%
WSCM
761
Wellington Shields Capital Management
New York
$3.04M +$8.18K +50 +0.3%
NAM
762
NTV Asset Management
West Virginia
$3.03M -$16.7K -102 -0.5%
HSA
763
HBK Sorce Advisory
Pennsylvania
$3.02M +$83.4K +510 +3%
RIA
764
Regal Investment Advisors
Michigan
$3.02M +$166K +1,018 +6%
1832 Asset Management
765
1832 Asset Management
Ontario, Canada
$3.02M +$3.02M +18,448 New
LA
766
Lifeworks Advisors
Michigan
$3.01M +$115K +704 +4%
S
767
SignatureFD
Georgia
$3.01M -$138K -843 -4%
JWCA
768
J.W. Coons Advisors
Ohio
$3.01M
MA
769
Montag & Associates
Georgia
$2.99M +$28.6K +175 +1%
SIA
770
SeaBridge Investment Advisors
New Jersey
$2.96M -$15.7K -96 -0.5%
CWM
771
Congress Wealth Management
Massachusetts
$2.95M +$995K +6,086 +51%
CWM
772
C2C Wealth Management
Arizona
$2.95M -$4.87M -29,758 -62%
WI
773
WBI Investments
New Jersey
$2.94M +$946K +5,786 +47%
BCM
774
Brookstone Capital Management
Illinois
$2.93M -$153K -936 -5%
Fisher Asset Management
775
Fisher Asset Management
Washington
$2.93M -$169K -1,031 -5%