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 %
SW
901
SkyOak Wealth
Michigan
$2.26M -$81.8K -500 -3%
WAP
902
Wealthcare Advisory Partners
Pennsylvania
$2.26M +$148K +907 +7%
CWS
903
Confluence Wealth Services
Pennsylvania
$2.25M -$6.87K -42 -0.3%
ORG
904
Optimist Retirement Group
Washington
$2.23M +$2.23M +13,634 New
TAF
905
Tredje AP-fonden
Sweden
$2.22M -$6.39M -39,100 -74%
JIC
906
Joel Isaacson & Co
New York
$2.22M +$36.3K +222 +2%
GWM
907
GSB Wealth Management
Connecticut
$2.22M +$16K +98 +0.7%
LWCFA
908
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.22M -$17.1K -93 -0.8%
GVAG
909
Great Valley Advisor Group
Delaware
$2.22M -$22.9K -140 -1%
VDI
910
Vaughan David Investments
Illinois
$2.22M +$12.3K +75 +0.6%
FNFDCM
911
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.21M -$145K -887 -6%
MC
912
Maverick Capital
Texas
$2.21M +$2.21M +13,532 New
EWA
913
Exencial Wealth Advisors
Oklahoma
$2.21M -$96.5K -590 -4%
BMA
914
Brooks Moore & Associates
Tennessee
$2.21M -$656K -4,012 -23%
QCM
915
Quantinno Capital Management
New York
$2.21M +$610K +3,729 +38%
OIAM
916
OFI Invest Asset Management
France
$2.2M +$2.14M +13,119 +3,759%
CCM
917
Chilton Capital Management
Texas
$2.2M +$55.4K +339 +3%
DT
918
Diversified Trust
Tennessee
$2.2M -$199K -1,216 -8%
MFG
919
Merit Financial Group
Georgia
$2.19M -$53.5K -327 -2%
EM
920
Excalibur Management
Massachusetts
$2.18M -$12.1K -74 -0.6%
KWA
921
Kingswood Wealth Advisors
California
$2.16M +$1.01M +6,166 +87%
RRA
922
Round Rock Advisors
Connecticut
$2.16M +$23.1K +141 +1%
LDB
923
Lee, Danner & Bass
Tennessee
$2.16M +$16.5K +101 +0.8%
FCMA
924
Foresight Capital Management Advisors
Michigan
$2.15M +$2.15M +13,160 New
RSWM
925
Robertson Stephens Wealth Management
California
$2.15M +$106K +651 +5%