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 %
MCM
1401
Mill Capital Management
North Carolina
$894K
MFG
1402
Monte Financial Group
Connecticut
$891K -$104K -636 -10%
PPP
1403
Private Portfolio Partners
New Jersey
$890K -$491 -3 -0.1%
CHJWM
1404
Carlton Hofferkamp & Jenks Wealth Management
Texas
$890K
AWA
1405
Acorn Wealth Advisors
Michigan
$890K -$45.6K -279 -5%
RFP
1406
Roth Financial Partners
Texas
$889K +$275K +1,683 +45%
SCM
1407
SOL Capital Management
Maryland
$887K -$65.4K -400 -7%
IFU
1408
iSAM Funds (UK)
United Kingdom
$885K -$1.41M -8,645 -62%
LIA
1409
LBMC Investment Advisors
Tennessee
$885K +$2.29K +14 +0.3%
KC
1410
Kades & Cheifetz
Pennsylvania
$883K -$54K -330 -6%
CA
1411
Continuum Advisory
Idaho
$882K -$80.6K -493 -8%
SEEDPG
1412
S.E.E.D. Planning Group
New York
$882K +$58.1K +355 +7%
GWA
1413
GGM Wealth Advisors
Maryland
$881K +$3.76K +20 +0.4%
LA
1414
LexAurum Advisors
Kansas
$881K -$11.4K -70 -1%
CCM
1415
Carlson Capital Management
Minnesota
$878K +$201K +1,228 +30%
WAM
1416
WNY Asset Management
New York
$878K +$61.2K +374 +7%
AFM
1417
Armstrong Fleming & Moore
District of Columbia
$876K -$24.5K -150 -3%
RPCONE
1418
Retirement Planning Company of New England
Rhode Island
$872K +$83.1K +508 +11%
MCP
1419
Mirador Capital Partners
California
$872K +$38.4K +235 +5%
OA
1420
Operose Advisors
Wisconsin
$868K -$229K -1,400 -21%
SIM
1421
Sentry Investment Management
Wisconsin
$866K +$1.14K +7 +0.1%
KMWM
1422
Keudell/Morrison Wealth Management
Oregon
$864K -$16.2K -99 -2%
VCS
1423
Vaughan & Co Securities
New Jersey
$863K -$135K -824 -14%
HI
1424
Harbour Investments
Wisconsin
$859K -$147K -896 -15%
AWM
1425
Accurate Wealth Management
Florida
$859K +$49.5K +305 +6%