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 %
SPC
851
Sigma Planning Corp
Michigan
$2.48M -$2.98M -18,209 -55%
CC
852
Cypress Capital
Tennessee
$2.48M +$3.11K +19 +0.1%
KFC
853
Klingenstein Fields & Co
New York
$2.48M +$149K +908 +6%
IWM
854
IHT Wealth Management
Illinois
$2.47M +$32.9K +201 +1%
PS
855
Principal Securities
Iowa
$2.47M +$2.47M +15,118 New
CAMG
856
CWA Asset Management Group
Florida
$2.47M +$143K +873 +6%
CW
857
Connectus Wealth
Ohio
$2.47M -$2.02M -12,328 -45%
SL
858
Sentry LLC
Tennessee
$2.47M +$164 +1 +0%
FHB
859
First Hawaiian Bank
Hawaii
$2.47M -$115K -702 -4%
GC
860
Grimes & Company
Massachusetts
$2.47M +$53.2K +325 +2%
AWA
861
Arkadios Wealth Advisors
Georgia
$2.46M +$38.8K +237 +2%
WPC
862
White Pine Capital
Minnesota
$2.46M -$118K -720 -5%
SGCA
863
Steel Grove Capital Advisors
Tennessee
$2.45M -$209K -1,276 -8%
AIM
864
Allen Investment Management
New York
$2.45M
NWM
865
Northcape Wealth Management
New York
$2.44M -$27.6K -169 -1%
HVIA
866
Hudson Valley Investment Advisors
New York
$2.43M -$16.1K -100 -0.7%
CTA
867
Chesley Taft & Associates
Illinois
$2.42M +$688K +4,206 +40%
SLI
868
Sumitomo Life Insurance
Japan
$2.42M -$125K -766 -5%
CCG
869
Cypress Capital Group
Florida
$2.41M -$5.07K -31 -0.2%
KP
870
Keel Point
Alabama
$2.4M +$54.6K +334 +2%
TCOT
871
Trust Company of Toledo
Ohio
$2.4M +$666K +4,075 +38%
VFA
872
Valeo Financial Advisors
Indiana
$2.39M +$47.4K +290 +2%
IIL
873
Insight Inv LLC
California
$2.38M +$11.4K +70 +0.5%
ACA
874
Atlas Capital Advisors
Wyoming
$2.38M +$1.31M +8,024 +123%
NP
875
NorthRock Partners
Minnesota
$2.38M +$1.44M +8,805 +153%