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 %
1WA
801
180 Wealth Advisors
Washington
$2.76M -$79.5K -492 -3%
TPCW
802
TD Private Client Wealth
New York
$2.75M +$67.4K +412 +3%
TF
803
Tompkins Financial
New York
$2.75M +$479K +2,926 +21%
ACM
804
AlphaStar Capital Management
North Carolina
$2.75M +$325K +1,986 +13%
RIM
805
Redwood Investment Management
Arizona
$2.74M +$230K +1,405 +9%
VNIM
806
Vaughan Nelson Investment Management
Texas
$2.74M
SFG
807
SevenBridge Financial Group
Pennsylvania
$2.73M +$115K +704 +4%
MLL
808
Moody Lynn & Lieberson
Massachusetts
$2.73M +$2.44M +14,898 +841%
CAC
809
Core Alternative Capital
Georgia
$2.72M -$183K -1,120 -6%
Jones Financial Companies
810
Jones Financial Companies
Missouri
$2.72M +$188K +1,151 +7%
CAL
811
Capital Analysts LLC
Pennsylvania
$2.72M -$128K -785 -5%
SWM
812
Spire Wealth Management
Virginia
$2.71M -$38.1K -222 -1%
SFI
813
SPC Financial Inc
Maryland
$2.71M +$81K +495 +3%
ATPW
814
Ashton Thomas Private Wealth
Arizona
$2.71M -$126K -772 -4%
BHA
815
Beech Hill Advisors
New York
$2.7M -$8.18K -50 -0.3%
RHAM
816
Round Hill Asset Management
California
$2.69M
CT
817
Cambridge Trust
Massachusetts
$2.69M +$477K +2,920 +22%
FMB
818
Field & Main Bank
Kentucky
$2.68M -$45K -275 -2%
SBIA
819
Sheaff Brock Investment Advisors
Indiana
$2.67M +$274K +1,677 +11%
MS
820
Maven Securities
Jersey
$2.67M +$1.89M +11,544 +242%
SCA
821
St. Clair Advisors
Ohio
$2.67M
IAIM
822
International Assets Investment Management
Florida
$2.65M -$139K -852 -5%
MHS
823
M Holdings Securities
Oregon
$2.65M +$2.65M +16,191 New
CA
824
Clearstead Advisors
Ohio
$2.64M -$3.06M -18,690 -54%
JFG
825
Jefferies Financial Group
New York
$2.64M -$9.27M -56,650 -78%