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 %
SRC
1176
Shufro Rose & Co
New York
$1.31M
AA
1177
Ancora Advisors
Ohio
$1.31M -$3.93K -24 -0.3%
GWM
1178
Gitterman Wealth Management
New Jersey
$1.31M -$22.6K -138 -2%
MIC
1179
Means Investment Company
Maine
$1.31M -$24K -147 -2%
SSA
1180
Sierra Summit Advisors
Nevada
$1.31M +$1.31M +8,018 New
CPIG
1181
Chicago Partners Investment Group
Illinois
$1.31M +$10.1K +58 +0.8%
SACTSONJ
1182
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.31M
MA
1183
MONECO Advisors
Connecticut
$1.31M +$45K +275 +4%
WW
1184
Waterfront Wealth
Kansas
$1.31M -$498K -3,047 -28%
CC
1185
Chicago Capital
Illinois
$1.3M -$52.8K -323 -4%
BTWM
1186
Baker Tilly Wealth Management
Wisconsin
$1.3M -$129K -791 -9%
NBT
1187
Northwest Bank & Trust
Iowa
$1.3M +$1.3M +7,942 New
PWP
1188
Perfromance Wealth Partners
Illinois
$1.3M +$250K +1,531 +24%
CCB
1189
Country Club Bank
Missouri
$1.3M -$33.4K -204 -3%
AAIS
1190
ABN AMRO Investment Solutions
$1.3M +$97.3K +595 +8%
TCPWM
1191
Traverso Chambers Private Wealth Management
California
$1.29M -$14.2K -87 -1%
MNBTD
1192
Moody National Bank Trust Division
Texas
$1.29M -$1.87M -11,445 -59%
CW
1193
CreativeOne Wealth
Kansas
$1.29M -$58.4K -357 -4%
LRWA
1194
Long Run Wealth Advisors
New York
$1.29M -$116K -711 -8%
NW
1195
Naviter Wealth
Arkansas
$1.29M +$216K +1,321 +20%
NB
1196
Northwest Bancshares
Pennsylvania
$1.29M -$29.3K -179 -2%
DWM
1197
Dakota Wealth Management
Florida
$1.29M +$380K +2,322 +42%
EB
1198
Exchange Bank
California
$1.28M +$11.9K +73 +0.9%
AIM
1199
Aspen Investment Management
Michigan
$1.28M +$198K +1,211 +18%
MSFS
1200
Main Street Financial Solutions
Pennsylvania
$1.28M -$981 -6 -0.1%