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 %
OAM
1426
Oak Asset Management
California
$858K -$18.6K -114 -2%
STA
1427
Summit Trail Advisors
New York
$854K -$97.5K -596 -10%
PWM
1428
Palumbo Wealth Management
New York
$854K +$6.05K +37 +0.7%
FCA
1429
FinTrust Capital Advisors
South Carolina
$852K -$356K -2,178 -29%
PA
1430
PFG Advisors
Arizona
$852K -$107K -653 -11%
GAG
1431
GM Advisory Group
New York
$851K +$164K +1,004 +24%
MFS
1432
Mirabella Financial Services
United Kingdom
$850K +$850K +5,200 New
MA
1433
MBA Advisors
Pennsylvania
$850K -$33.5K -205 -4%
DIM
1434
Delta Investment Management
California
$849K +$27.5K +168 +3%
PWPS
1435
Pinnacle Wealth Planning Services
Ohio
$849K -$7.2K -44 -0.8%
T
1436
TOBAM
France
$848K -$177K -1,085 -17%
GFPC
1437
Global Financial Private Client
Florida
$846K +$592K +3,617 +233%
PPWP
1438
Premier Path Wealth Partners
New Jersey
$843K +$843K +5,157 New
9WM
1439
9258 Wealth Management
Ohio
$842K -$15.5K -95 -2%
B
1440
Bailard
California
$842K -$36.8K -225 -4%
BST
1441
Bath Savings Trust
Maine
$841K -$13.9K -85 -2%
UCB
1442
United Community Bank
South Carolina
$841K +$6.87K +42 +0.8%
BWM
1443
Baystate Wealth Management
Massachusetts
$841K -$24.4K -149 -3%
AP
1444
Atwood & Palmer
Missouri
$840K +$38.4K +235 +5%
LWA
1445
Lantern Wealth Advisors
New York
$838K +$838K +5,125 New
EWS
1446
Evergreen Wealth Solutions
Pennsylvania
$838K +$37K +226 +5%
JWM
1447
JGP Wealth Management
Oregon
$836K +$17.8K +109 +2%
HCM
1448
Highlander Capital Management
New Jersey
$836K +$106K +650 +15%
RWA
1449
Redhawk Wealth Advisors
Minnesota
$836K -$102K -622 -11%
RMSCM
1450
R.M. Sincerbeaux Capital Management
New York
$835K -$303K -1,850 -27%