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 %
SWMP
1576
Signature Wealth Management Partners
New Jersey
$655K
Two Sigma Advisers
1577
Two Sigma Advisers
New York
$654K -$90.5M -553,400 -99%
YIA
1578
YHB Investment Advisors
Connecticut
$653K -$654 -4 -0.1%
WA1
1579
Wimmer Associates 1
California
$651K +$27.3K +167 +4%
AW
1580
Apricus Wealth
South Carolina
$651K +$651K +3,980 New
OHWP
1581
Oak Harbor Wealth Partners
North Carolina
$650K -$1.96M -11,995 -75%
CCMG
1582
Clark Capital Management Group
Pennsylvania
$650K -$212K -1,298 -25%
MA
1583
Mezzasalma Advisors
New Jersey
$650K -$3.93K -24 -0.6%
EBA
1584
Eagle Bay Advisors
New York
$649K -$71.5K -437 -10%
DGAM
1585
Desjardins Global Asset Management
Quebec, Canada
$644K +$8.83K +54 +1%
PCA
1586
Pallas Capital Advisors
Massachusetts
$644K +$70.7K +432 +12%
SIA
1587
Soltis Investment Advisors
Utah
$643K -$4.71M -28,797 -88%
AIC
1588
Archer Investment Corporation
Indiana
$642K +$818 +5 +0.1%
LFA
1589
LifeGuide Financial Advisors
Pennsylvania
$640K +$3.27K +20 +0.5%
SFSG
1590
Sound Financial Strategies Group
Mississippi
$639K -$406K -2,483 -39%
TW
1591
TrinityPoint Wealth
Connecticut
$639K +$70K +428 +12%
NHT
1592
New Hampshire Trust
New Hampshire
$638K
TVM
1593
True Vision MN
Minnesota
$638K +$638K +3,899 New
GC
1594
Gilbert & Cook
Iowa
$637K +$16.5K +101 +3%
SAM
1595
SignalPoint Asset Management
Missouri
$636K -$16.8K -103 -3%
QPBE
1596
Quintet Private Bank (Europe)
Luxembourg
$636K +$27.5K +168 +5%
LGA
1597
Lebenthal Global Advisors
New York
$635K -$63.1K -386 -9%
CPC
1598
Congress Park Capital
New York
$632K
BI
1599
Bramshill Investments
Florida
$631K -$396K -2,424 -39%
CAL
1600
Capital Advisors Ltd
Ohio
$631K -$1.96K -12 -0.3%