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 %
OFG
1076
OmniStar Financial Group
North Carolina
$1.58M -$21.1K -129 -1%
RWM
1077
RKL Wealth Management
Pennsylvania
$1.58M -$36.8K -225 -2%
CT
1078
Clearstead Trust
Maine
$1.58M -$8.67K -53 -0.5%
TPWM
1079
Twelve Points Wealth Management
Massachusetts
$1.58M +$65.1K +398 +4%
RCAG
1080
Rehmann Capital Advisory Group
Michigan
$1.58M -$36.5K -223 -2%
RWP
1081
Ridgecrest Wealth Partners
California
$1.57M
NAS
1082
Nicolet Advisory Services
Wisconsin
$1.57M -$5.73K -36 -0.4%
ATC
1083
Adirondack Trust Company
New York
$1.57M +$158K +852 +11%
FHA
1084
Flagship Harbor Advisors
Massachusetts
$1.57M +$271K +1,654 +21%
IPW
1085
Inlet Private Wealth
Florida
$1.57M +$81.8K +500 +6%
NB
1086
Nicolet Bankshares
Wisconsin
$1.56M +$45K +275 +3%
BIG
1087
Boothe Investment Group
Delaware
$1.56M +$41.9K +256 +3%
SNBOSD
1088
Security National Bank of So Dak
Iowa
$1.55M +$491 +3 +0%
DBIA
1089
Dumont & Blake Investment Advisors
New Jersey
$1.55M -$81.6K -499 -5%
FIC
1090
FCG Investment Company
Tennessee
$1.54M +$1.54M +9,401 New
PCA
1091
Peddock Capital Advisors
Massachusetts
$1.53M +$41.7K +255 +3%
TPA
1092
Trivium Point Advisory
Connecticut
$1.53M -$150K -917 -9%
AA
1093
AlphaMark Advisors
Kentucky
$1.53M -$90.8K -555 -6%
NW
1094
NewEdge Wealth
Pennsylvania
$1.53M +$600K +3,667 +65%
CBNLCF
1095
Cognios Beta Neutral Large Cap Fund
Kansas
$1.51M +$321K +1,960 +27%
PG
1096
Patten Group
Tennessee
$1.51M +$506K +3,093 +50%
TF
1097
Trek Financial
Arizona
$1.51M -$203K -1,241 -12%
SS
1098
Sunbelt Securities
Texas
$1.5M -$16.2K -99 -1%
SGC
1099
Slocum, Gordon & Co
Rhode Island
$1.49M +$61.7K +377 +4%
PDL
1100
Portfolio Design Labs
California
$1.49M +$1.49M +9,095 New