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 %
IPW
1551
Invictus Private Wealth
Colorado
$682K -$4.74K -29 -0.7%
EP
1552
Edgestream Partners
New Jersey
$680K -$1.89M -11,526 -73%
CWA
1553
CJM Wealth Advisers
Virginia
$679K +$1.31K +8 +0.2%
VIA
1554
Virtus Investment Advisers
Connecticut
$679K +$249K +1,520 +58%
CHC
1555
City Holding Co
West Virginia
$679K
IDBONY
1556
Israel Discount Bank of New York
New York
$678K -$14.1K -86 -2%
IFWM
1557
Institute for Wealth Management
Colorado
$676K
AT
1558
Arvest Trust
Oklahoma
$675K +$675K +4,125 New
WC
1559
Whitney & Co
New York
$675K +$2.13K +13 +0.3%
AC
1560
Abbrea Capital
California
$674K +$73.6K +450 +12%
SC
1561
Stephens Consulting
Michigan
$673K -$76.1K -465 -10%
ATWA
1562
Arbor Trust Wealth Advisors
Michigan
$672K -$34.3K -210 -5%
PFGIA
1563
Patriot Financial Group Insurance Agency
Massachusetts
$671K +$2.13K +13 +0.3%
OPCM
1564
Osborne Partners Capital Management
California
$668K
CHA
1565
Carmichael Hill & Associates
Maryland
$667K +$3.93K +24 +0.6%
SFG
1566
StrategIQ Financial Group
Indiana
$667K +$10.8K +66 +2%
CT
1567
Colonial Trust
South Carolina
$664K +$55K +336 +9%
TWP
1568
Tyche Wealth Partners
Texas
$664K +$664K +4,057 New
WTB
1569
Washington Trust Bank
Washington
$664K -$5.72K -35 -0.9%
GJWM
1570
Gilliland Jeter Wealth Management
Arkansas
$663K +$663K +4,054 New
IP
1571
Investment Partners
Ohio
$659K -$67.5K -413 -9%
FMTC
1572
Farmers & Merchants Trust Company
California
$658K +$50K +306 +8%
NFC
1573
Northeast Financial Consultants
Connecticut
$656K +$24.4K +149 +4%
TC
1574
Telemus Capital
Michigan
$656K -$29.4K -180 -4%
KWMG
1575
King Wealth Management Group
Florida
$656K -$3.76K -23 -0.6%