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 %
SAM
1651
Selway Asset Management
$581K
GI
1652
GS Investments
Minnesota
$581K
AC
1653
Avestar Capital
New York
$580K +$154K +939 +36%
WA
1654
WBH Advisory
Maryland
$575K -$19K -116 -3%
TCM
1655
Telos Capital Management
California
$574K -$28K -171 -5%
KFS
1656
Kurt F. Somerville
$574K
SW
1657
SMART Wealth
Nebraska
$574K +$13.4K +82 +2%
BCFD
1658
Boit C.F. David
$574K +$14.1K +88 +3%
WP
1659
WealthSource Partners
California
$574K -$71.1K -435 -11%
WAG
1660
Wallace Advisory Group
California
$574K +$13.3K +95 +2%
WQ
1661
Wealth Quarterback
New Jersey
$573K -$51K -312 -8%
FPFS
1662
First Personal Financial Services
North Carolina
$573K -$6.54K -40 -1%
State Farm Mutual Automobile Insurance
1663
State Farm Mutual Automobile Insurance
Illinois
$572K
SLT
1664
St Louis Trust
Missouri
$572K
FFP
1665
FourThought Financial Partners
Florida
$572K -$27.1K -166 -5%
BFC
1666
Bedel Financial Consulting
Indiana
$571K -$818 -5 -0.1%
MWM
1667
Modern Wealth Management
Kansas
$571K +$571K +3,493 New
FNC
1668
First National Corp
Massachusetts
$568K -$4.25K -26 -0.7%
LC
1669
LCNB Corp
Ohio
$566K -$8.18K -50 -1%
BOH
1670
Bank of Hawaii
Hawaii
$566K +$21.1K +129 +4%
SFO
1671
Stokes Family Office
Louisiana
$564K -$470K -2,871 -45%
LWP
1672
LMG Wealth Partners
Louisiana
$562K -$23.7K -145 -4%
NPF
1673
Norris Perne & French
Michigan
$562K +$13.9K +85 +3%
GI
1674
Gradient Investments
Minnesota
$560K -$48.9K -299 -8%
CF
1675
Centaurus Financial
California
$560K -$327 -2 -0.1%