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 %
CAG
976
Csenge Advisory Group
Florida
$1.95M +$363K +2,220 +23%
GFA
977
Gifford Fong Associates
California
$1.95M
ZF
978
Zhang Financial
Michigan
$1.93M -$30.4K -186 -2%
VAS
979
Valicenti Advisory Services
New York
$1.93M -$91.9K -562 -5%
Nomura Holdings
980
Nomura Holdings
Japan
$1.92M -$11.9M -72,742 -86%
NS
981
NBC Securities
Alabama
$1.92M -$102K -624 -5%
FGA
982
Fortis Group Advisors
New Jersey
$1.92M +$610K +4,024 +47%
PH
983
Pinnacle Holdings
Oklahoma
$1.92M +$75.1K +459 +4%
CICI
984
Capital Investment Counsel Inc
North Carolina
$1.92M -$249K -1,525 -11%
AWM
985
Aries Wealth Management
Maine
$1.9M -$4.09K -25 -0.2%
ECM
986
Evergreen Capital Management
Washington
$1.9M -$39.7K -243 -2%
MGIA
987
Matthew Goff Investment Advisor
Texas
$1.9M -$19.3K -118 -1%
CI
988
Ceera Investments
Texas
$1.89M -$6.54K -40 -0.3%
VSQM
989
V-Square Quantitative Management
Illinois
$1.89M +$684K +4,182 +57%
LIM
990
Longfellow Investment Management
Massachusetts
$1.89M -$231K -1,411 -11%
LF
991
Lantz Financial
Illinois
$1.88M +$45.6K +279 +2%
FFS
992
Founders Financial Securities
Maryland
$1.88M +$30.9K +189 +2%
TBA
993
Tower Bridge Advisors
Pennsylvania
$1.88M +$14.4K +88 +0.8%
DSCM
994
Del-Sette Capital Management
New York
$1.88M +$1.88M +11,470 New
BCA
995
Bay Colony Advisors
Massachusetts
$1.87M +$432K +2,640 +30%
SDIC
996
South Dakota Investment Council
South Dakota
$1.87M
TPW
997
Transatlantique Private Wealth
New York
$1.85M -$16.8K -104 -0.9%
SP
998
Symmetry Partners
Connecticut
$1.85M -$269K -1,645 -13%
QI
999
Qtron Investments
Massachusetts
$1.84M +$113K +693 +7%
CW
1000
CIC Wealth
Maryland
$1.84M +$506K +3,096 +38%