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 %
BDFN
1601
Bond & Devick Financial Network
Minnesota
$630K -$16.4K -100 -3%
VFP
1602
Verus Financial Partners
Virginia
$629K +$629K +3,357 New
REMPR
1603
Roof Eidam Maycock Peralta (REMP)
California
$629K -$352K -2,152 -36%
HIP
1604
HUB Investment Partners
Texas
$627K -$20.6K -126 -3%
WLPWM
1605
Walled Lake Planning & Wealth Management
Illinois
$622K +$45.1K +276 +8%
RIM
1606
Reliant Investment Management
Tennessee
$621K
LIA
1607
LifePlan Investment Advisors
North Carolina
$620K +$1.64K +10 +0.3%
FCAS
1608
First Command Advisory Services
Texas
$620K +$53.2K +325 +9%
HCM
1609
Hengehold Capital Management
Ohio
$620K -$15.4K -94 -2%
LFA
1610
Landmark Financial Advisors
Kentucky
$619K +$4.09K +25 +0.7%
FCM
1611
Firestone Capital Management
Florida
$619K
QWM
1612
Quadcap Wealth Management
Texas
$619K +$619K +3,786 New
WA
1613
Waddell & Associates
Tennessee
$619K -$338K -2,120 -35%
FUBT
1614
First United Bank & Trust
Maryland
$617K +$133K +812 +27%
SC
1615
Sawyer & Company
Massachusetts
$616K -$254K -1,555 -29%
PFA
1616
Pure Financial Advisors
California
$616K +$373K +2,280 +153%
SWA
1617
Sax Wealth Advisors
New Jersey
$615K -$124K -758 -17%
OFS
1618
OneAscent Financial Services
Alabama
$614K +$234K +1,433 +62%
TIMH
1619
Tilt Investment Management Holdings
New York
$612K -$173K -1,057 -22%
VA
1620
Valmark Advisers
Ohio
$612K -$15.7K -96 -3%
PS
1621
Planned Solutions
California
$611K +$8.34K +51 +1%
EHC
1622
Everett Harris & Co
California
$606K -$47.4K -290 -7%
PP
1623
PDS Planning
Ohio
$606K -$37.5K -229 -6%
HTIM
1624
Harbour Trust & Investment Management
Indiana
$606K +$606K +3,704 New
WC
1625
Weil Company
California
$605K +$164 +1 +0%