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 %
ML
1626
McAdam LLC
Pennsylvania
$604K -$24.9K -152 -4%
GSB
1627
Greenfield Savings Bank
Massachusetts
$602K
RI
1628
Rinkey Investments
California
$601K +$601K +3,675 New
MPIA
1629
Mountain Pacific Investment Advisers
Idaho
$601K -$8.18K -50 -1%
ZB
1630
Zions Bancorporation
Utah
$601K -$2.29K -14 -0.4%
SPL
1631
Smart Portfolios LLC
Washington
$600K +$600K +3,225 New
CBT
1632
CoreFirst Bank & Trust
Kansas
$600K -$118K -724 -16%
LI
1633
Lafayette Investments
Maryland
$598K -$54.1K -331 -8%
CPP
1634
Capasso Planning Partners
South Carolina
$597K +$1.31K +8 +0.2%
FPCP
1635
Fort Point Capital Partners
California
$596K +$818 +5 +0.1%
CI
1636
Conning Inc
Connecticut
$595K
HKAM
1637
Horizon Kinetics Asset Management
New York
$594K -$8.18K -50 -1%
QC
1638
Quent Capital
New York
$594K +$9.16K +56 +2%
CAAM
1639
Cornerstone Advisors Asset Management
Pennsylvania
$593K
CMS
1640
Capital Market Strategies
Florida
$588K
MTIC
1641
Missouri Trust & Investment Company
Missouri
$588K +$3.76K +23 +0.6%
MW
1642
MBL Wealth
North Carolina
$587K +$257K +1,574 +78%
LC
1643
Lindbrook Capital
California
$587K +$55.3K +338 +10%
FFB
1644
First Financial Bankshares
Texas
$587K +$587K +3,588 New
SFG
1645
Sovereign Financial Group
Connecticut
$585K -$60.7K -371 -9%
EHWM
1646
Eads & Heald Wealth Management
Georgia
$584K -$3.11K -19 -0.5%
HFRG
1647
Houlihan Financial Resource Group
Virginia
$584K +$10.8K +66 +2%
OFS
1648
Oldfather Financial Services
Nebraska
$583K
CG
1649
Cutler Group
California
$583K -$1.8M -11,027 -76%
SFG
1650
SNS Financial Group
Minnesota
$583K -$151K -922 -21%