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 %
BIAS
1201
Beacon Investment Advisory Services
New Jersey
$1.27M +$25.8K +158 +2%
CIC
1202
Cornercap Investment Counsel
Georgia
$1.27M +$40.6K +248 +3%
PIM
1203
Penobscot Investment Management
Massachusetts
$1.26M
VWM
1204
Venturi Wealth Management
Texas
$1.26M -$1.31K -8 -0.1%
BWP
1205
BSW Wealth Partners
Colorado
$1.26M +$3.44K +21 +0.3%
AIM
1206
Athena Investment Management
California
$1.26M +$2.29K +14 +0.2%
UCI
1207
Uncommon Cents Investing
Wisconsin
$1.26M +$279K +1,703 +28%
SCP
1208
Stamos Capital Partners
California
$1.26M -$2.52M -15,410 -67%
HFBOT
1209
Home Federal Bank of Tennessee
Tennessee
$1.25M -$8.18K -50 -0.6%
FG
1210
Fiduciary Group
Georgia
$1.25M +$8.18K +50 +0.7%
DLHL
1211
Donald L. Hagan LLC
Florida
$1.25M -$30.7K -188 -2%
EFM
1212
E Fund Management
China
$1.25M -$101K -619 -7%
DF
1213
Donoghue Forlines
Massachusetts
$1.25M -$283K -1,733 -18%
FWP
1214
FAS Wealth Partners
Kansas
$1.24M +$74.7K +457 +6%
RAM
1215
Roanoke Asset Management
New Jersey
$1.24M +$368K +2,250 +42%
AA
1216
Advisory Alpha
Michigan
$1.24M +$34.8K +213 +3%
GSC
1217
G&S Capital
Colorado
$1.24M -$12.6K -77 -1%
VC
1218
Veracity Capital
Georgia
$1.24M +$1.24M +7,562 New
OBWG
1219
Onyx Bridge Wealth Group
New York
$1.23M -$3.27K -20 -0.3%
AAP
1220
Arax Advisory Partners
Colorado
$1.23M -$13.7K -84 -1%
CWM
1221
Curi Wealth Management
North Carolina
$1.23M -$818 -5 -0.1%
AFG
1222
Alterity Financial Group
Maine
$1.23M
GBT
1223
Grove Bank & Trust
Florida
$1.23M +$414K +2,531 +51%
RMDI
1224
R.M. Davis Inc
Maine
$1.22M -$45.8K -280 -4%
MIS
1225
Morningstar Investment Services
Illinois
$1.22M +$724K +4,421 +147%