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 %
CIG
1301
Cascade Investment Group
Colorado
$1.05M -$8.01K -49 -0.8%
CWM
1302
Connecticut Wealth Management
Connecticut
$1.05M +$219K +1,338 +26%
AP
1303
Appleton Partners
Massachusetts
$1.05M -$98.1K -600 -9%
1IA
1304
1620 Investment Advisors
Massachusetts
$1.05M -$133K -811 -11%
SB
1305
Strategic Blueprint
Georgia
$1.05M -$17.8K -109 -2%
AIM
1306
Anchor Investment Management
South Carolina
$1.05M -$123K -754 -11%
BFM
1307
Boston Financial Management
Massachusetts
$1.05M +$102K +623 +11%
FCB
1308
First County Bank
Connecticut
$1.05M -$51.5K -315 -5%
WMA
1309
Wealth Management Associates
New Jersey
$1.05M +$10.6K +65 +1%
MKC
1310
M. Kraus & Co
Vermont
$1.04M
ACA
1311
Aptus Capital Advisors
Alabama
$1.04M -$384K -2,349 -27%
TCM
1312
Twin Capital Management
Pennsylvania
$1.04M -$3.04M -18,612 -75%
B
1313
Bellecapital
Switzerland
$1.04M -$805K -4,923 -44%
FPGT
1314
Financial Partners Group (Tennessee)
Tennessee
$1.04M -$54.6K -334 -5%
PWAM
1315
Pinnacle West Asset Management
Wyoming
$1.04M +$42.5K +260 +4%
WCM
1316
Winthrop Capital Management
Indiana
$1.04M +$1.04M +6,329 New
AL
1317
Aspiriant LLC
California
$1.03M +$84.7K +518 +9%
SSWM
1318
Strait & Sound Wealth Management
California
$1.03M -$9.8K -59 -0.9%
TBNY
1319
Trustco Bank (New York)
New York
$1.03M -$94K -575 -8%
MCIA
1320
Mountain Capital Investment Advisors
Colorado
$1.03M -$23.2K -144 -2%
BEC
1321
Blue Edge Capital
Virginia
$1.03M
OPPS
1322
Obsidian Personal Planning Solutions
Maryland
$1.02M +$64.3K +393 +7%
RIA
1323
Realta Investment Advisors
Delaware
$1.02M -$274K -1,676 -21%
CCA
1324
Cobblestone Capital Advisors
New York
$1.02M -$6.22K -38 -0.6%
RFA
1325
ROI Financial Advisors
Oregon
$1.02M +$1.02M +6,225 New