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 %
TYCC
1226
Texas Yale Capital Corp
Florida
$1.22M
WCM
1227
Whitener Capital Management
North Carolina
$1.22M +$20.8K +127 +2%
AB
1228
Atlas Brown
Kentucky
$1.21M -$15.7K -96 -1%
DE
1229
Day & Ennis
Georgia
$1.21M
BAM
1230
Berkshire Asset Management
Pennsylvania
$1.21M +$223K +1,361 +22%
BMC
1231
Beaton Management Company
Massachusetts
$1.2M -$17.5K -107 -1%
GC
1232
Gratus Capital
Georgia
$1.2M +$19.1K +117 +2%
CFA
1233
Cahill Financial Advisors
Minnesota
$1.2M -$432K -2,644 -27%
NFA
1234
Northern Financial Advisors
Michigan
$1.2M +$147K +900 +14%
I
1235
INVST
Indiana
$1.2M +$2.2K +12 +0.2%
TWM
1236
Thrive Wealth Management
Pennsylvania
$1.2M +$10.5K +64 +0.9%
PAG
1237
Private Advisory Group
Washington
$1.19M -$491 -3 -0%
HCP
1238
Hexagon Capital Partners
Arkansas
$1.18M +$113K +694 +11%
DFG
1239
Delta Financial Group
New Jersey
$1.18M -$38.4K -235 -3%
PL
1240
Plancorp LLC
Missouri
$1.18M +$31.7K +194 +3%
PPW
1241
Parcion Private Wealth
Washington
$1.18M +$54.8K +335 +5%
AWM
1242
Avior Wealth Management
Nebraska
$1.18M -$306K -1,877 -21%
MAM
1243
Mystic Asset Management
Rhode Island
$1.18M +$48.2K +295 +4%
FFA
1244
Founders Financial Alliance
North Carolina
$1.18M +$187K +1,141 +19%
WF
1245
Warner Financial
Maryland
$1.18M +$654 +4 +0.1%
RFG
1246
Range Financial Group
Oregon
$1.18M -$10.3K -63 -0.9%
NIM
1247
Northeast Investment Management
Massachusetts
$1.18M +$10.8K +66 +0.9%
LWANC
1248
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M +$981 +6 +0.1%
WB
1249
Webster Bank
Connecticut
$1.17M +$10.1K +62 +0.9%
LRPA
1250
L. Roy Papp & Associates
Arizona
$1.17M -$20.4K -125 -2%