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 %
SDAM
1126
Shulman DeMeo Asset Management
New York
$1.4M -$14.1K -86 -1%
WDA
1127
Wendell David Associates
New Hampshire
$1.4M -$65.4K -400 -4%
CCT
1128
Capital City Trust
Florida
$1.4M +$17.7K +108 +1%
BAM
1129
Byrne Asset Management
New Jersey
$1.4M +$172K +1,053 +14%
CT
1130
Chicago Trust
Illinois
$1.4M +$16.4K +100 +1%
IAMOG
1131
Investors Asset Management of Georgia
Georgia
$1.4M +$18K +110 +1%
Verition Fund Management
1132
Verition Fund Management
Connecticut
$1.39M -$717K -4,383 -34%
MM
1133
Meridian Management
Arkansas
$1.39M +$14.7K +79 +1%
LSPW
1134
Lake Street Private Wealth
Illinois
$1.39M +$35.5K +217 +3%
SAM
1135
Steinberg Asset Management
New York
$1.39M
PAM
1136
Paradigm Asset Management
New York
$1.39M -$49.1K -300 -3%
RSC
1137
Red Spruce Capital
Pennsylvania
$1.39M +$5.4K +33 +0.4%
WAM
1138
Weiss Asset Management
Massachusetts
$1.38M +$1.38M +8,443 New
TA
1139
TFG Advisers
Michigan
$1.38M +$147K +899 +12%
JF
1140
Joule Financial
Kentucky
$1.38M -$131K -799 -9%
FC
1141
Forte Capital
New York
$1.38M -$98.1K -600 -7%
BIM
1142
Baldwin Investment Management
Pennsylvania
$1.37M -$16.4K -100 -1%
BW
1143
Bison Wealth
Georgia
$1.37M +$37.6K +230 +3%
CPSC
1144
Carl P. Sherr & Co
Massachusetts
$1.37M +$289K +1,768 +27%
VIG
1145
Vienna Insurance Group
Poland
$1.37M -$730K -4,463 -35%
MAM
1146
Meeder Asset Management
Ohio
$1.36M +$1.36M +8,346 New
RI
1147
Ridgewood Investments
New Jersey
$1.36M -$259K -1,581 -16%
AWE
1148
Avidian Wealth Enterprises
Texas
$1.36M +$4.91K +30 +0.4%
WPC
1149
Wedmont Private Capital
Pennsylvania
$1.36M +$254K +1,576 +23%
WCM
1150
Weik Capital Management
Pennsylvania
$1.36M -$9K -55 -0.7%