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 %
MWA
1151
Midland Wealth Advisors
Illinois
$1.36M +$1.36M +8,314 New
BCM
1152
Becker Capital Management
Oregon
$1.36M -$5.4K -33 -0.4%
RVPG
1153
Relative Value Partners Group
$1.36M +$13.4K +82 +1%
BG
1154
Bahl & Gaynor
Ohio
$1.35M -$93.7K -573 -6%
OIM
1155
Oder Investment Management
California
$1.35M +$535K +3,269 +66%
HCM
1156
Howland Capital Management
Massachusetts
$1.35M -$41.2K -252 -3%
CFA
1157
CWS Financial Advisors
Michigan
$1.35M +$80.8K +494 +6%
FFM
1158
Forum Financial Management
Illinois
$1.35M -$63.3K -387 -4%
AUB
1159
Atlantic Union Bankshares
Virginia
$1.34M
AO
1160
Advisor OS
Illinois
$1.34M -$7.36K -45 -0.5%
WPW
1161
Waldron Private Wealth
Pennsylvania
$1.34M -$72.3K -442 -5%
KIG
1162
Kessler Investment Group
Indiana
$1.34M +$67.5K +413 +5%
PP
1163
Pingora Partners
Wyoming
$1.33M +$1.33M +8,160 New
NPA
1164
Nichols & Pratt Advisers
Massachusetts
$1.33M -$32.7K -200 -2%
CCP
1165
Clarkston Capital Partners
Michigan
$1.33M +$20.4K +125 +2%
IAS
1166
Insigneo Advisory Services
Florida
$1.33M +$643K +3,929 +93%
BAM
1167
Brave Asset Management
New Jersey
$1.33M
CBFP
1168
Cedar Brook Financial Partners
Ohio
$1.33M -$119K -735 -8%
FPAS
1169
Focus Partners Advisor Solutions
Missouri
$1.33M -$476K -2,911 -26%
NERM
1170
New England Research & Management
Illinois
$1.33M -$434K -2,655 -25%
WWM
1171
Western Wealth Management
Colorado
$1.33M -$134K -818 -9%
CastleKeep Investment Advisors
1172
CastleKeep Investment Advisors
Connecticut
$1.32M +$1.32M +8,056 New
AFS
1173
Access Financial Services
Minnesota
$1.32M -$296K -1,811 -18%
OCBCO
1174
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.32M +$224K +1,369 +21%
ARC
1175
Advisor Resource Council
Texas
$1.32M +$1.32M +8,042 New