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 %
NGA
826
Naples Global Advisors
Florida
$2.63M -$33.5K -205 -1%
ONB
827
Old National Bancorp
Indiana
$2.63M -$1.44M -8,783 -35%
PNC
828
Park National Corp
Ohio
$2.63M -$162K -988 -6%
HPIA
829
Hamilton Point Investment Advisors
North Carolina
$2.63M +$21.9K +134 +0.8%
AW
830
Atlas Wealth
Ohio
$2.62M
ZIC
831
ZWJ Investment Counsel
Georgia
$2.61M -$104K -635 -4%
AIA
832
Affinity Investment Advisors
California
$2.6M -$97K -593 -4%
RT
833
Rockland Trust
Massachusetts
$2.6M -$67.1K -410 -3%
IIM
834
Ipswich Investment Management
Massachusetts
$2.6M +$29.1K +178 +1%
UCMOK
835
United Capital Management of KS
Kansas
$2.59M +$127K +778 +5%
OP
836
ORG Partners
Indiana
$2.59M +$591K +3,614 +30%
NSIM
837
North Star Investment Management
Illinois
$2.58M
PWG
838
Portside Wealth Group
Utah
$2.56M -$99.1K -606 -4%
MGIA
839
Moneta Group Investment Advisors
Missouri
$2.55M +$46K +281 +2%
SCM
840
Sterneck Capital Management
Missouri
$2.55M -$136K -834 -5%
LWM
841
Ledge Wealth Management
Minnesota
$2.54M -$39.4K -241 -2%
RCA
842
Ranch Capital Advisors
Florida
$2.53M +$78K +477 +3%
SB
843
Simmons Bank
Arkansas
$2.53M -$31.6K -193 -1%
JIP
844
Jaffetilchin Investment Partners
Florida
$2.51M +$174K +1,061 +7%
AWM
845
Axxcess Wealth Management
California
$2.51M +$248K +1,517 +11%
FSA
846
Financial Sense Advisors
California
$2.51M +$274K +1,673 +12%
CAG
847
Crestwood Advisors Group
Massachusetts
$2.5M +$148K +904 +6%
WFS
848
Widmann Financial Services
Maryland
$2.49M -$2.78K -17 -0.1%
AWA
849
Arete Wealth Advisors
Illinois
$2.49M +$2.49M +15,253 New
CG
850
Caprock Group
Idaho
$2.49M +$150K +916 +6%