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 %
BIG
1451
Brooklyn Investment Group
New York
$834K +$834K +5,097 New
OA
1452
Oxbow Advisors
Texas
$833K -$22.1K -135 -3%
EWM
1453
Empirical Wealth Management
Washington
$830K -$12.4K -76 -1%
BMC
1454
Benin Management Corp
Connecticut
$829K -$86K -526 -9%
IA
1455
IMZ Advisory
Florida
$828K +$828K +4,413 New
NG
1456
Norden Group
Utah
$827K -$160K -977 -16%
WCM
1457
Washington Capital Management
Washington
$824K -$289K -1,770 -26%
CBC
1458
Coombe, Bender & Co
New York
$824K +$39.6K +242 +5%
TCOTS
1459
Trust Company of the South
North Carolina
$824K +$824K +5,036 New
JGIA
1460
Jackson Grant Investment Advisers
Connecticut
$821K +$1.64K +10 +0.2%
MG
1461
Mather Group
Illinois
$819K +$42.8K +262 +6%
FAIM
1462
Financial Advocates Investment Management
Washington
$817K -$10.8K -66 -1%
PWM
1463
Prentice Wealth Management
New York
$817K +$16.4K +100 +2%
SFS
1464
Strategic Financial Services
New York
$816K -$34.5K -211 -4%
CST
1465
Charles Schwab Trust
Nevada
$810K +$180K +1,102 +29%
HHAA
1466
Henry H. Armstrong Associates
Pennsylvania
$809K -$108K -662 -12%
HFS
1467
Heritage Financial Services
Massachusetts
$808K -$9.16K -56 -1%
CFA
1468
Capstone Financial Advisors
Illinois
$808K +$21.8K +133 +3%
BEI
1469
Benjamin Edwards Inc
Missouri
$807K +$127K +774 +19%
SOS
1470
Silver Oak Securities
Tennessee
$807K +$120K +735 +18%
SRSA
1471
S.R. Schill & Associates
Washington
$806K +$34.2K +209 +4%
BB
1472
Berkshire Bank
Massachusetts
$806K +$129K +786 +19%
FCIM
1473
Fairview Capital Investment Management
California
$806K
IP
1474
Ignite Planners
California
$805K -$42.3K -262 -5%
Belvedere Trading
1475
Belvedere Trading
Illinois
$804K -$1.06M -6,506 -57%