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 %
Wolverine Trading
1276
Wolverine Trading
Illinois
$1.08M -$9.86M -60,271 -90%
RIG
1277
Renaissance Investment Group
Massachusetts
$1.08M +$131K +800 +14%
CGL
1278
Clarius Group LLC
Washington
$1.08M -$106K -646 -9%
DAC
1279
Dividend Assets Capital
South Carolina
$1.08M -$818K -5,000 -43%
OA
1280
Oak Associates
Ohio
$1.08M -$212K -1,296 -16%
TVAMP
1281
Tennessee Valley Asset Management Partners
Tennessee
$1.08M +$532K +3,253 +98%
VFPI
1282
Vantage Financial Partners (Illinois)
Illinois
$1.08M +$28.6K +175 +3%
WEG
1283
World Equity Group
Illinois
$1.07M +$107K +652 +11%
KA
1284
Kovack Advisors
Florida
$1.07M -$80K -489 -7%
CAGAS
1285
Capital Advisory Group Advisory Services
Minnesota
$1.07M +$38.8K +237 +4%
KA
1286
KLCM Advisors
Wisconsin
$1.07M -$15.7M -95,868 -94%
MCM
1287
Manchester Capital Management
Vermont
$1.07M +$49.2K +301 +5%
IIM
1288
Ironwood Investment Management
Massachusetts
$1.07M -$59.5K -364 -5%
CNBTD
1289
Citizens National Bank Trust Department
Mississippi
$1.07M
HNWAG
1290
High Net Worth Advisory Group
Florida
$1.07M +$67.1K +410 +7%
LWM
1291
Laidlaw Wealth Management
New York
$1.07M +$71.5K +437 +7%
MA
1292
MJP Associates
Connecticut
$1.07M +$388K +2,370 +57%
Koshinski Asset Management
1293
Koshinski Asset Management
Illinois
$1.07M +$37.5K +229 +4%
SWM
1294
Selective Wealth Management
Virginia
$1.06M -$220K -1,370 -17%
GI
1295
GAMMA Investing
California
$1.06M +$1.06M +5,783 New
SIC
1296
Salem Investment Counselors
North Carolina
$1.06M -$51.7K -316 -5%
LSA
1297
Lion Street Advisors
Texas
$1.06M -$846K -5,170 -44%
MMHP
1298
Murphy Middleton Hinkle & Parker
Georgia
$1.06M -$107K -652 -9%
MPWT
1299
MassMutual Private Wealth & Trust
Connecticut
$1.06M +$67.4K +412 +7%
MW
1300
Marcum Wealth
Ohio
$1.06M +$170K +1,041 +19%