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 %
VAG
1376
VisionPoint Advisory Group
Texas
$931K +$142K +867 +18%
TPWA
1377
TRUE Private Wealth Advisors
Oregon
$929K -$8.18K -50 -0.9%
PPWP
1378
Proquility Private Wealth Partners
Nevada
$928K +$928K +5,674 New
WAG
1379
Winthrop Advisory Group
Massachusetts
$924K +$77K +471 +9%
CCM
1380
Cullen Capital Management
New York
$924K
BOPW
1381
Brandywine Oak Private Wealth
Pennsylvania
$922K -$7.2K -44 -0.8%
AF
1382
Arrow Financial
New York
$920K -$58.6K -358 -6%
GWS
1383
Glassman Wealth Services
Virginia
$920K +$4.91K +30 +0.5%
NA
1384
Navellier & Associates
Nevada
$918K +$103K +631 +13%
Canada Pension Plan Investment Board
1385
Canada Pension Plan Investment Board
Ontario, Canada
$918K -$229K -1,400 -20%
IPW
1386
Impact Partnership Wealth
Georgia
$916K +$55.4K +339 +6%
CBA
1387
Coastal Bridge Advisors
Connecticut
$915K +$3.43K +21 +0.4%
FWTB
1388
First Western Trust Bank
Colorado
$914K +$71.6K +438 +9%
SIA
1389
Schechter Investment Advisors
Michigan
$911K +$24.5K +150 +3%
MLA
1390
My Legacy Advisors
Oregon
$911K +$38.3K +236 +4%
JPLA
1391
Joseph P. Lucia & Associates
New York
$906K -$57.7K -353 -6%
BCM
1392
Boltwood Capital Management
California
$905K +$30.3K +185 +3%
GAM
1393
Grandview Asset Management
Pennsylvania
$903K +$1.8K +11 +0.2%
SW
1394
SlateStone Wealth
Florida
$902K +$29.9K +183 +3%
EWM
1395
EPG Wealth Management
Georgia
$901K -$8.27K -45 -0.9%
MVA
1396
Mount Vernon Associates
Maryland
$900K
TI
1397
Trexquant Investment
Connecticut
$897K +$897K +5,486 New
PPWM
1398
Paragon Private Wealth Management
Kentucky
$897K +$144K +881 +19%
IA
1399
Insight Advisors
Pennsylvania
$897K +$5.72K +35 +0.6%
CRWM
1400
Castle Rock Wealth Management
California
$895K +$45.6K +286 +5%