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 %
PWM
1501
Proathlete Wealth Management
Florida
$760K +$760K +4,647 New
LWM
1502
Liberty Wealth Management
California
$757K -$9.15K -56 -1%
HL
1503
HeadInvest LLC
Maine
$755K -$196K -1,200 -21%
PCG
1504
Prosperity Consulting Group
Maryland
$755K +$134K +819 +22%
DDC
1505
DF Dent & Co
Maryland
$755K +$36K +220 +5%
CCFM
1506
Clear Creek Financial Management
Washington
$754K -$133K -818 -15%
PIA
1507
Perennial Investment Advisors
California
$753K +$14.1K +86 +2%
AWS
1508
Arkfeld Wealth Strategies
Nebraska
$752K +$4.16K +26 +0.6%
BRM
1509
Boston Research & Management
Massachusetts
$752K
GS
1510
GTS Securities
New York
$752K +$359K +2,193 +91%
LA
1511
Legacy Advisors
Pennsylvania
$750K -$102K -622 -12%
IPW
1512
Intergy Private Wealth
Colorado
$750K -$327 -2 -0%
MF
1513
Manchester Financial
California
$750K -$4.58K -28 -0.6%
PIA
1514
Powell Investment Advisors
Florida
$749K +$491 +3 +0.1%
BCM
1515
BluePath Capital Management
Georgia
$747K +$61.9K +384 +9%
NCM
1516
NCM Capital Management
New Jersey
$744K
PC
1517
Port Capital
Illinois
$744K -$10.1K -62 -1%
MCCP
1518
Mission Creek Capital Partners
California
$740K -$133K -812 -15%
TT
1519
TI-Trust
Illinois
$740K
PFBT
1520
Parkside Financial Bank & Trust
Missouri
$737K -$5.23K -32 -0.7%
CMANY
1521
Capital Management Associates (New York)
New York
$736K
AA
1522
Argent Advisors
Louisiana
$735K +$5.89K +36 +0.8%
LFA
1523
Lauterbach Financial Advisors
Texas
$733K +$34K +208 +5%
LCGC
1524
Legacy Capital Group California
California
$733K -$3.27K -20 -0.4%
CAC
1525
Certified Advisory Corp
Florida
$730K -$27.6K -169 -4%