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 %
HA
1701
HFG Advisors
Ohio
$545K +$195K +1,192 +56%
BFG
1702
Baron Financial Group
New Jersey
$545K -$15.5K -95 -3%
IW
1703
Imprint Wealth
South Carolina
$545K +$122K +720 +29%
GLLW
1704
Graves Light Lenhart Wealth
Virginia
$544K +$164 +1 +0%
NF
1705
Norwood Financial
Pennsylvania
$544K -$85.7K -524 -14%
TC
1706
Truvestments Capital
Florida
$544K +$80.6K +493 +17%
GPA
1707
Garrison Point Advisors
California
$543K -$12.3K -75 -2%
EWA
1708
Encompass Wealth Advisors
Oregon
$543K +$654 +4 +0.1%
PWP
1709
Private Wealth Partners
California
$543K
MIM
1710
Morningstar Investment Management
Illinois
$542K -$1.41M -8,613 -72%
OTL
1711
Oak Thistle LLC
New York
$542K +$542K +3,312 New
OWA
1712
Opal Wealth Advisors
New York
$542K -$422K -2,578 -44%
GWM
1713
GDS Wealth Management
Texas
$541K +$491 +3 +0.1%
MSRI
1714
Michael S. Ryan Inc
New York
$541K
GIS
1715
Grayhawk Investment Strategies
Alberta, Canada
$540K +$540K +3,299 New
DIA
1716
Dana Investment Advisors
Wisconsin
$539K -$37.1K -227 -6%
SFA
1717
Souders Financial Advisors
Ohio
$538K +$538K +3,292 New
FA
1718
Fiducient Advisors
Illinois
$538K +$1.8K +11 +0.3%
AGP
1719
Autumn Glory Partners
Texas
$537K +$86K +515 +19%
FI
1720
FWG Investments
Kentucky
$536K +$536K +3,279 New
SIS
1721
Strategic Investment Solutions
Illinois
$534K +$534K +3,263 New
LWA
1722
Lineweaver Wealth Advisors
Ohio
$533K -$1.26M -7,689 -70%
FAN
1723
Financial Advisors Network
California
$532K
BAM
1724
Bosun Asset Management
Illinois
$529K +$186K +1,135 +54%
GCM
1725
Gallacher Capital Management
Colorado
$528K +$528K +3,227 New