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 %
QWP
1676
Quotient Wealth Partners
Texas
$559K +$559K +3,420 New
I
1677
InceptionR
California
$559K -$127K -779 -19%
TLP
1678
Trinity Legacy Partners
Texas
$557K -$19.6K -120 -3%
EARNEST Partners
1679
EARNEST Partners
Georgia
$556K -$3.76K -23 -0.7%
RWB
1680
RMR Wealth Builders
New Jersey
$556K +$3.93K +24 +0.7%
AA
1681
Auxano Advisors
Washington
$556K +$25.5K +156 +5%
OW
1682
Olistico Wealth
Oklahoma
$554K
KA
1683
Klingman & Associates
New York
$552K +$8.01K +49 +1%
BB
1684
Burford Brothers
Texas
$552K +$552K +3,375 New
HR
1685
Howe & Rusling
New York
$551K +$90.3K +552 +20%
MTC
1686
McDaniel Terry & Co
Texas
$550K
TFF
1687
The Family Firm
Maryland
$550K +$1.15K +7 +0.2%
IIC
1688
Integrated Investment Consultants
Michigan
$550K -$5.89K -36 -1%
KCM
1689
Kendall Capital Management
Maryland
$549K -$48.1K -294 -8%
BFG
1690
Bouchey Financial Group
New York
$549K -$37.1K -227 -6%
VC
1691
Vicus Capital
Pennsylvania
$548K +$29.1K +178 +6%
BTW
1692
Boston Trust Walden
Massachusetts
$547K -$47.4K -290 -8%
SC
1693
Sapient Capital
Indiana
$547K +$547K +3,346 New
DTC
1694
Davidson Trust Company
Washington
$547K +$4.91K +30 +0.9%
IWA
1695
Icon Wealth Advisors
Texas
$547K +$547K +3,343 New
Financial Engines Advisors
1696
Financial Engines Advisors
California
$546K -$277K -1,693 -34%
ITIM
1697
Indiana Trust & Investment Management
Indiana
$546K
FSC
1698
Full Sail Capital
Oklahoma
$546K +$24.7K +151 +5%
GWA
1699
Gratus Wealth Advisors
Virginia
$545K +$545K +3,335 New
HCM
1700
Hutchinson Capital Management
California
$545K -$14.1K -86 -3%