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 %
PWM
1251
PBMares Wealth Management
Virginia
$1.16M +$32.7K +200 +3%
AEPWM
1252
Atlantic Edge Private Wealth Management
Florida
$1.16M +$1.16M +7,104 New
PWW
1253
Pettyjohn Wood & White
Virginia
$1.16M +$10.1K +62 +0.9%
RPC
1254
Rossmore Private Capital
Connecticut
$1.15M
TFCP
1255
Twin Focus Capital Partners
Massachusetts
$1.14M
SI
1256
Saxon Interests
Texas
$1.14M +$1.14M +7,000 New
CTFG
1257
Capstone Triton Financial Group
Oklahoma
$1.14M -$117K -717 -9%
SFG
1258
Sunburst Financial Group
Alabama
$1.14M +$1.14M +6,957 New
TWA
1259
TCI Wealth Advisors
Arizona
$1.14M -$33.2K -203 -3%
SPI
1260
Sutton Place Investors
New York
$1.14M +$886K +5,415 +355%
MIP
1261
Marietta Investment Partners
Wisconsin
$1.13M -$114K -700 -9%
FSA
1262
Fort Sheridan Advisors
Illinois
$1.12M -$3.27K -20 -0.3%
MMG
1263
Monetary Management Group
Missouri
$1.12M
JCFM
1264
JBR Co Financial Management
Oklahoma
$1.12M +$1.12M +6,824 New
LIA
1265
LS Investment Advisors
Michigan
$1.11M +$366K +2,240 +49%
CWP
1266
Core Wealth Partners
California
$1.11M +$5.4K +33 +0.5%
SPWM
1267
Straight Path Wealth Management
Michigan
$1.11M -$17.3K -106 -2%
BAM
1268
Belpointe Asset Management
Nevada
$1.1M -$42K -257 -4%
ET
1269
Equitable Trust
Tennessee
$1.1M -$7.36K -45 -0.7%
CAAS
1270
Capital Asset Advisory Services
Michigan
$1.1M -$48.4K -296 -4%
AFG
1271
Albion Financial Group
Utah
$1.1M -$9.65K -59 -0.9%
JWM
1272
Jeppson Wealth Management
California
$1.1M -$3.27K -20 -0.3%
GIA
1273
Gateway Investment Advisers
Ohio
$1.09M -$198K -1,211 -15%
TNAM
1274
Terra Nova Asset Management
New York
$1.09M +$496K +3,033 +84%
EWA
1275
Etesian Wealth Advisors
Oregon
$1.09M -$55.8K -341 -5%