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 %
BHPW
1326
Beverly Hills Private Wealth
California
$1.02M -$26.8K -164 -3%
PFSC
1327
Peoples Financial Services Corp
Pennsylvania
$1.01M -$20.6K -126 -2%
BFO
1328
Biltmore Family Office
North Carolina
$1.01M
TFA
1329
Teamwork Financial Advisors
Texas
$1.01M -$2.13K -13 -0.2%
TGAM
1330
TBH Global Asset Management
Tennessee
$1.01M -$41.7K -255 -4%
FBC
1331
Fairfield, Bush & Co
Connecticut
$1.01M +$75.6K +462 +8%
LFA
1332
Legacy Financial Advisors
Kentucky
$1.01M +$29.6K +181 +3%
BFA
1333
Beacon Financial Advisory
Ohio
$999K +$1.64K +10 +0.2%
PP
1334
Patten & Patten
Tennessee
$998K +$20.8K +127 +2%
RMA
1335
Roffman Miller Associates
Pennsylvania
$997K -$2.29K -14 -0.2%
QCG
1336
Quadrant Capital Group
Ohio
$996K +$117K +717 +13%
RBFC
1337
Roman Butler Fullerton & Co
Missouri
$995K +$16.9K +90 +2%
HT
1338
Heritage Trust
Oklahoma
$994K +$36.6K +224 +4%
PCM
1339
Piedmont Capital Management
Montana
$991K +$3.6K +22 +0.4%
PCA
1340
Prosperity Capital Advisors
Ohio
$990K -$22.4K -137 -2%
IC
1341
Inscription Capital
Texas
$988K -$6.38K -39 -0.6%
GIP
1342
Granite Investment Partners
California
$986K
SAM
1343
Summit Asset Management
Tennessee
$984K
PMG
1344
ProVise Management Group
Florida
$983K -$77K -471 -7%
IRC
1345
Investors Research Corp
Georgia
$982K -$50.9K -311 -5%
BWA
1346
Burt Wealth Advisors
Maryland
$981K +$654 +4 +0.1%
MCM
1347
Mork Capital Management
California
$980K
DAM
1348
Delta Asset Management
Tennessee
$979K -$17.5K -107 -2%
HWA
1349
Heartwood Wealth Advisors
Virginia
$979K +$33.9K +207 +4%
PCS
1350
Personal CFO Solutions
New Jersey
$973K +$236K +1,441 +32%