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 %
MCM
1051
Maple Capital Management
Vermont
$1.66M -$1.05M -6,429 -39%
BHC
1052
Bowen Hanes & Co
Florida
$1.66M +$9.81K +60 +0.6%
PWA
1053
Provenance Wealth Advisors
Florida
$1.66M +$544K +3,327 +49%
OCM
1054
Osterweis Capital Management
California
$1.66M
FCCM
1055
First City Capital Management
Georgia
$1.65M -$15.5K -95 -0.9%
DPIM
1056
Duff & Phelps Investment Management
Illinois
$1.65M +$3.27K +20 +0.2%
FNBT
1057
FineMark National Bank & Trust
Florida
$1.65M +$104K +633 +7%
Empower Advisory Group
1058
Empower Advisory Group
Colorado
$1.64M -$353K -2,160 -18%
WAM
1059
Westport Asset Management
Connecticut
$1.64M
OM
1060
OV Management
Minnesota
$1.64M +$1.64M +10,000 New
HFM
1061
Hartford Financial Management
Connecticut
$1.63M +$14.6K +89 +0.9%
DCM
1062
Dudley Capital Management
Virginia
$1.63M +$654 +4 +0%
ZIG
1063
Zullo Investment Group
Pennsylvania
$1.63M +$9.49K +58 +0.6%
EL
1064
EMFO LLC
Florida
$1.61M +$2.45K +15 +0.2%
MCM
1065
Mendel Capital Management
Arkansas
$1.61M +$6.54K +40 +0.4%
DA
1066
Detalus Advisors
Missouri
$1.61M -$32.7K -200 -2%
FNBOO
1067
First National Bank of Omaha
Nebraska
$1.6M -$236K -1,440 -13%
MFG
1068
MidWestOne Financial Group
Iowa
$1.6M -$6.38K -39 -0.4%
PE
1069
Point72 Europe
United Kingdom
$1.59M +$1.59M +9,743 New
SA
1070
SRN Advisors
Pennsylvania
$1.59M -$307K -1,880 -16%
SSB
1071
Sandy Spring Bank
Maryland
$1.59M -$183K -1,116 -10%
RAM
1072
Redmond Asset Management
Virginia
$1.59M +$188K +1,151 +13%
CI
1073
Cigna Investments
Connecticut
$1.59M -$2.29K -14 -0.1%
RWM
1074
Ritholtz Wealth Management
New York
$1.59M +$38.1K +233 +2%
MIM
1075
Marco Investment Management
Georgia
$1.58M +$265K +1,620 +20%