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 %
HTC
1026
Haverford Trust Company
Pennsylvania
$1.74M +$163K +994 +10%
CCG
1027
Ceeto Capital Group
Florida
$1.72M +$50.5K +309 +3%
NDSI
1028
Newman Dignan & Sheerar Inc
Rhode Island
$1.72M +$48.1K +294 +3%
SC
1029
Schulhoff & Co
Ohio
$1.72M
MIC
1030
Meridian Investment Counsel
California
$1.72M
CAM
1031
Cidel Asset Management
Ontario, Canada
$1.72M +$1.15M +7,014 +201%
GCS
1032
Gordian Capital (Singapore)
Singapore
$1.72M
SBCM
1033
Silverberg Bernstein Capital Management
New York
$1.71M +$1.71M +10,470 New
TAM
1034
Trust Asset Management
Texas
$1.71M
ACS
1035
Archford Capital Strategies
Illinois
$1.71M +$24.9K +152 +1%
PFS
1036
Physicians Financial Services
North Carolina
$1.7M -$8.18K -50 -0.5%
CWA
1037
Centennial Wealth Advisory
Michigan
$1.7M -$61.3K -375 -3%
IF
1038
Ironwood Financial
Arizona
$1.7M -$24.2K -148 -1%
SAF
1039
Smith Anglin Financial
Texas
$1.7M +$1.7M +10,377 New
HA
1040
Hamel Associates
New Jersey
$1.69M +$17.2K +105 +1%
WC
1041
Westhampton Capital
North Carolina
$1.69M -$38.4K -235 -2%
MAS
1042
Meeder Advisory Services
Ohio
$1.69M +$143K +873 +9%
FTIS
1043
First Trust Investment Solutions
Florida
$1.69M +$1.69M +10,323 New
AA
1044
Altman Advisors
Illinois
$1.68M -$981 -6 -0.1%
HAIM
1045
Hunter Associates Investment Management
Pennsylvania
$1.68M -$28.7K -175 -2%
GLA
1046
Good Life Advisors
Pennsylvania
$1.68M -$64.4K -394 -4%
FFA
1047
Farther Finance Advisors
California
$1.68M +$1.16M +7,082 +223%
KCFA
1048
Key Client Fiduciary Advisors
New Jersey
$1.67M -$345K -2,109 -17%
AIA
1049
Alternative Investment Advisors
Florida
$1.67M -$1.47K -9 -0.1%
BFIM
1050
Beese Fulmer Investment Management
Ohio
$1.66M -$10.8K -66 -0.6%