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 %
FWM
1001
Focused Wealth Management
New York
$1.83M +$14.2K +87 +0.8%
GAM
1002
Griffin Asset Management
New York
$1.83M -$52.8K -323 -3%
LCM
1003
LVM Capital Management
Michigan
$1.83M -$84.2K -515 -4%
IA
1004
IFP Advisors
Florida
$1.83M -$314K -1,887 -15%
CIA
1005
Choate Investment Advisors
Massachusetts
$1.82M +$248K +1,515 +16%
HAM
1006
Hedges Asset Management
Nevada
$1.82M -$16.4K -100 -0.9%
AFP
1007
Ausdal Financial Partners
Iowa
$1.81M +$45K +275 +3%
ISWM
1008
Independent Solutions Wealth Management
New York
$1.8M -$367K -2,247 -17%
DWT
1009
Dorsey & Whitney Trust
South Dakota
$1.8M -$67.5K -413 -4%
HIIFS
1010
Harel Insurance Investments & Financial Services
Israel
$1.8M
HCA
1011
Harbor Capital Advisors
Illinois
$1.8M -$654 -4 -0%
MSS
1012
Mitchell Sinkler & Starr
Pennsylvania
$1.8M +$928K +5,677 +107%
DCM
1013
Donaldson Capital Management
Indiana
$1.79M -$29.3K -179 -2%
CWM
1014
Cornerstone Wealth Management
Missouri
$1.79M -$141K -860 -7%
GWM
1015
Geneos Wealth Management
Colorado
$1.76M -$779K -4,765 -31%
CPIA
1016
Cornell Pochily Investment Advisors
New York
$1.76M -$54.6K -334 -3%
CFSG
1017
Clark Financial Services Group
Missouri
$1.76M
CSC
1018
Caldwell Sutter Capital
California
$1.76M -$88.6K -542 -5%
CIA
1019
Compass Ion Advisors
Pennsylvania
$1.75M +$102K +624 +6%
RCM
1020
Raleigh Capital Management
North Carolina
$1.75M -$981 -6 -0.1%
SSG
1021
Summit Securities Group
New York
$1.75M +$981K +6,000 +128%
QIM
1022
Quest Investment Management
Oregon
$1.75M
WDC
1023
Woodward Diversified Capital
California
$1.75M -$9.16K -56 -0.5%
BIM
1024
Bridges Investment Management
Nebraska
$1.74M -$883K -5,396 -34%
LNB
1025
Ledyard National Bank
$1.74M +$203K +1,241 +13%