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 %
AA
1476
Addison Advisors
Vermont
$803K +$93.1K +569 +13%
RFA
1477
Register Financial Advisors
Georgia
$800K -$53.2K -325 -6%
SWA
1478
SFMG Wealth Advisors
Texas
$799K -$27.1K -166 -3%
PA
1479
Procyon Advisors
Connecticut
$797K +$194K +1,185 +32%
TA
1480
TrueWealth Advisors
Alabama
$795K +$18.8K +115 +2%
SWM
1481
Sugarloaf Wealth Management
Georgia
$794K +$16.4K +100 +2%
WAAG
1482
Wealth Alliance Advisory Group
Kansas
$793K -$31.9K -195 -4%
PI
1483
Putnam Investments
Massachusetts
$791K -$5.23K -32 -0.7%
SF
1484
Summit Financial
New Jersey
$790K -$59K -361 -7%
Fiera Capital (Canada)
1485
Fiera Capital (Canada)
Quebec, Canada
$780K +$780K +4,770 New
BIC
1486
Beach Investment Counsel
Pennsylvania
$777K -$49.4K -302 -6%
PRI
1487
Prepared Retirement Institute
Pennsylvania
$776K +$776K +4,744 New
CA
1488
Claro Advisors
Massachusetts
$776K -$141K -862 -15%
P
1489
Pitcairn
Pennsylvania
$775K -$85.2K -521 -10%
HAS
1490
HBW Advisory Services
California
$774K -$178K -1,087 -19%
HPM
1491
Hoxton Planning & Management
West Virginia
$773K +$24K +147 +3%
IF
1492
IRON Financial
Illinois
$770K -$34.7K -212 -4%
PMFA
1493
Plante Moran Financial Advisors
Michigan
$768K -$9.98K -61 -1%
BWM
1494
Blossom Wealth Management
California
$767K -$6.22K -38 -0.8%
AF
1495
Advisornet Financial
Minnesota
$767K +$25.4K +155 +3%
IF
1496
Intrua Financial
Texas
$765K +$124K +759 +19%
WAM
1497
Weatherly Asset Management
California
$764K -$31.9K -195 -4%
CC
1498
Cultivar Capital
Texas
$761K +$761K +4,653 New
CFS
1499
CRA Financial Services
New Jersey
$761K +$105K +641 +16%
CF
1500
Copperwynd Financial
Arizona
$760K +$981 +6 +0.1%