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 %
NL
951
NWAM LLC
Washington
$2.04M +$183K +1,117 +10%
LIM
952
Leavell Investment Management
Alabama
$2.04M -$16.4K -100 -0.8%
SLFPAM
953
St. Louis Financial Planners Asset Management
Missouri
$2.02M +$2.02M +12,339 New
B
954
Birchbrook
Maine
$2.02M +$2.02M +12,325 New
BMWM
955
Brown Miller Wealth Management
Virginia
$2.01M -$59.4K -363 -3%
BOSSRA
956
B.O.S.S. Retirement Advisors
Utah
$2.01M -$409K -2,502 -17%
JWA
957
JFS Wealth Advisors
Pennsylvania
$2.01M -$90.3K -552 -4%
CCMT
958
CMT Capital Markets Trading
Germany
$2M +$2M +12,236 New
AWA
959
Aaron Wealth Advisors
Illinois
$2M -$48.3M -295,619 -96%
WE
960
Wealth Effects
Massachusetts
$1.99M +$501K +3,065 +34%
Impax Asset Management Group
961
Impax Asset Management Group
United Kingdom
$1.99M +$294K +1,800 +17%
AAS
962
Ameritas Advisory Services
Nebraska
$1.99M +$61.6K +349 +3%
BTI
963
Blue Trust Inc
Georgia
$1.99M +$261K +1,859 +15%
NHC
964
Nicholas Hoffman & Company
Georgia
$1.99M -$137K -835 -6%
KF
965
KKM Financial
Illinois
$1.98M +$1.98M +12,134 New
TA
966
TCM Advisors
West Virginia
$1.98M -$1.75M
PWS
967
Peloton Wealth Strategists
Indiana
$1.98M -$147K -900 -7%
PWMAG
968
Pinnacle Wealth Management Advisory Group
New Jersey
$1.97M -$24.7K -151 -1%
PTC
969
Private Trust Company
Ohio
$1.97M +$38.8K +237 +2%
AFG
970
Allegheny Financial Group
Pennsylvania
$1.97M -$13.9K -85 -0.7%
DJSG
971
D.J. St. Germain
Massachusetts
$1.97M +$122K +746 +7%
ORC
972
O'Rourke & Company
Massachusetts
$1.96M +$21.6K +132 +1%
TIA
973
Trust Investment Advisors
Indiana
$1.96M +$203K +1,240 +12%
SIA
974
Sage Investment Advisers
New York
$1.95M +$7.2K +44 +0.4%
CCWM
975
Cassaday & Co Wealth Management
Virginia
$1.95M +$24.2K +148 +1%