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 %
CCA
1101
Checchi Capital Advisers
California
$1.48M +$8.34K +51 +0.6%
DI
1102
Diligent Investors
California
$1.48M +$3.6K +22 +0.2%
LAM
1103
L2 Asset Management
Massachusetts
$1.48M +$1.36M +8,307 +1,135%
GL
1104
Graypoint LLC
New York
$1.48M +$238K +1,453 +19%
BWM
1105
BKM Wealth Management
Wisconsin
$1.48M +$1.48M +9,025 New
MMPW
1106
Mitchell McLeod Pugh & Williams
Alabama
$1.48M -$18.3K -112 -1%
PBC
1107
Pavion Blue Capital
California
$1.47M
BFA
1108
Beaumont Financial Advisors
Massachusetts
$1.47M +$14.4K +88 +1%
HWM
1109
Hohimer Wealth Management
Washington
$1.47M +$159K +972 +12%
CAM
1110
Cozad Asset Management
Illinois
$1.46M +$54K +330 +4%
MBT
1111
Montecito Bank & Trust
California
$1.46M -$23.7K -145 -2%
DSC
1112
Duncker Streett & Co
Missouri
$1.45M -$6.54K -40 -0.4%
Bank Julius Baer & Co
1113
Bank Julius Baer & Co
Switzerland
$1.45M -$933K -5,702 -39%
MGWM
1114
Marks Group Wealth Management
Minnesota
$1.45M -$157K -960 -10%
ZIG
1115
Zuckerman Investment Group
Illinois
$1.45M
WC
1116
Wynn Capital
Georgia
$1.44M +$1.44M +8,813 New
WA
1117
Wealthstar Advisors
Texas
$1.44M +$1.44M +8,780 New
CCG
1118
Coastwise Capital Group
California
$1.44M -$98.9K -605 -6%
IPAM
1119
Investment Partners Asset Management
New Jersey
$1.43M +$1.43M +8,758 New
TFS
1120
Thoroughbred Financial Services
Tennessee
$1.43M -$10.5K -64 -0.7%
SFP
1121
Sandbox Financial Partners
Maryland
$1.43M +$491 +3 +0%
KIA
1122
KCM Investment Advisors
California
$1.42M -$18.2K -111 -1%
LJAC
1123
L.J. Altfest & Co
New York
$1.41M -$8.34K -51 -0.6%
PGWM
1124
Parisi Gray Wealth Management
New Jersey
$1.41M -$7.85K -48 -0.6%
ESB
1125
Essex Savings Bank
Connecticut
$1.41M -$15.9K -97 -1%