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 %
TFM
926
TFC Financial Management
Massachusetts
$2.14M +$67.1K +410 +3%
SNBOSCI
927
Security National Bank of Sioux City Iowa
Iowa
$2.14M -$30.7K -188 -1%
DMBA
928
Deseret Mutual Benefit Administrators
Utah
$2.13M -$1.07M -6,523 -33%
BP
929
Ballentine Partners
Massachusetts
$2.12M +$26.2K +160 +1%
LWAM
930
Legacy Wealth Asset Management
Minnesota
$2.12M -$48.1K -294 -2%
CFG
931
Cooper Financial Group
California
$2.11M +$129K +787 +6%
EL
932
Essex LLC
Illinois
$2.11M +$210K +1,281 +11%
OTPPB
933
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.11M +$188K +1,147 +10%
HI
934
Hudock Inc
Pennsylvania
$2.1M -$24.5K -150 -1%
CA
935
Commerzbank Aktiengesellschaft
Germany
$2.1M +$830K +5,075 +65%
LHC
936
Little House Capital
Massachusetts
$2.1M -$43.7K -267 -2%
BL
937
Balentine LLC
Georgia
$2.09M -$398K -2,436 -16%
PCMF
938
Private Capital Management (Florida)
Florida
$2.09M +$33.7K +206 +2%
HCM
939
Hodges Capital Management
Texas
$2.09M +$1.07M +6,517 +104%
FWM
940
Forza Wealth Management
Florida
$2.08M -$31.9K -195 -2%
WT
941
Washington Trust
Rhode Island
$2.08M +$7.03K +43 +0.3%
CSPAM
942
Cary Street Partners Asset Management
Virginia
$2.06M -$112K -685 -5%
CA
943
Carson Advisory
Georgia
$2.06M -$101K -620 -5%
SCM
944
Silvant Capital Management
Georgia
$2.05M -$5.72K -35 -0.3%
IB
945
Intrust Bank
Kansas
$2.05M +$24.2K +148 +1%
CANC
946
Culbertson A N & Co
Virginia
$2.05M
SF
947
Slagle Financial
Illinois
$2.05M +$999K +12,177 +95%
DEM
948
Disciplined Equity Management
Florida
$2.05M
DIP
949
DT Investment Partners
Pennsylvania
$2.05M -$145K -774 -7%
AMIM
950
Aull & Monroe Investment Management
Alabama
$2.04M -$20.4K -125 -1%