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 %
AIA
1351
Allied Investment Advisors
Montana
$971K -$347K -2,122 -26%
HIA
1352
Harbor Investment Advisory
Maryland
$967K +$327 +2 +0%
FNBTCON
1353
First National Bank & Trust Co of Newtown
Pennsylvania
$966K -$127K -775 -12%
IWA
1354
IVC Wealth Advisors
Pennsylvania
$964K -$64.4K -394 -6%
NSAM
1355
North Star Asset Management
Wisconsin
$963K -$19.6K -120 -2%
ITC
1356
Inspire Trust Company
Nevada
$962K +$962K +5,884 New
NP
1357
Nilsine Partners
Colorado
$960K +$633K +3,872 +194%
MSCM
1358
McElhenny Sheffield Capital Management
Texas
$956K
IIM
1359
InTrack Investment Management
Vermont
$955K +$955K +5,842 New
EGM
1360
Engineers Gate Manager
New York
$955K +$955K +5,841 New
PHS
1361
Pekin Hardy Strauss
Illinois
$950K +$24.5K +150 +3%
H
1362
HoyleCohen
California
$948K +$17K +104 +2%
SWIM
1363
Smallwood Wealth Investment Management
New Jersey
$946K
CL
1364
COWA LLC
Oklahoma
$945K +$164 +1 +0%
HW
1365
Hancock Whitney
Mississippi
$945K -$14.4K -88 -2%
CSI
1366
Cross Staff Investments
New York
$943K
MAWA
1367
Moss Adams Wealth Advisors
Washington
$942K +$93.1K +569 +11%
MWA
1368
Meridian Wealth Advisors
Texas
$941K -$37K -226 -4%
SQA
1369
Simon Quick Advisors
New Jersey
$940K +$9.49K +58 +1%
WA
1370
Wealth Alliance
New York
$940K -$818 -5 -0.1%
SFG
1371
Summit Financial Group
West Virginia
$938K -$2.45K -15 -0.3%
WF
1372
WoodTrust Financial
Wisconsin
$938K
BCCM
1373
Bridge Creek Capital Management
Massachusetts
$937K
FIM
1374
Freedom Investment Management
Connecticut
$937K -$577K -3,525 -38%
WA
1375
Wealth Architects
California
$931K +$305K +1,866 +49%