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 %
SPWG
1526
Syntegra Private Wealth Group
Missouri
$730K +$11.4K +70 +2%
WKWM
1527
Walter & Keenan Wealth Management
Indiana
$729K -$5.72K -35 -0.8%
TWM
1528
Tradition Wealth Management
Minnesota
$729K +$2.95K +18 +0.4%
SA
1529
Sage Advisors
Colorado
$729K +$729K +4,457 New
IA
1530
IFG Advisory
Georgia
$728K -$2.83M -17,281 -80%
CCB
1531
Cutter & Co Brokerage
Missouri
$723K +$5.72K +35 +0.8%
SPC
1532
Stewart & Patten Company
California
$721K
FAG
1533
Fortitude Advisory Group
Washington
$721K +$1.15K +7 +0.2%
PCMI
1534
Paradigm Capital Management Inc
New York
$720K
MPCG
1535
Matrix Private Capital Group
New York
$718K
SP
1536
Stablepoint Partners
Massachusetts
$718K +$718K +4,391 New
PM
1537
Penbrook Management
New York
$718K +$22.9K +140 +3%
HWA
1538
Heritage Wealth Advisors
Virginia
$717K +$34.3K +210 +5%
CSB
1539
City State Bank
Iowa
$715K -$17K -104 -2%
AWA
1540
Amplius Wealth Advisors
Pennsylvania
$710K +$7.52K +46 +1%
LSAG
1541
Lake Street Advisors Group
New Hampshire
$707K +$707K +4,322 New
GA
1542
Geller Advisors
New York
$707K -$35.7K -218 -5%
BONH
1543
Bank of New Hampshire
New Hampshire
$706K
AI
1544
Accredited Investors
Minnesota
$704K +$152K +931 +28%
CWM
1545
Cranbrook Wealth Management
Michigan
$697K -$136K -832 -16%
IHL
1546
Investment House LLC
California
$691K +$24.5K +150 +4%
WDG
1547
Wealth Dimensions Group
Ohio
$691K -$31.7K -194 -4%
EFG
1548
Everhart Financial Group
Ohio
$686K +$50.7K +310 +8%
GM
1549
GeoWealth Management
Illinois
$685K +$356K +2,178 +108%
MIM
1550
MTM Investment Management
South Carolina
$683K +$52.7K +322 +8%