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 %
MFC
1726
Mechanics Financial Corp
Ohio
$527K
IAS
1727
Investment Advisory Services
Texas
$524K -$491 -3 -0.1%
SC
1728
SRB Corp
Massachusetts
$523K +$523K +3,196 New
RA
1729
Rational Advisors
New York
$522K +$236K +1,446 +83%
EP
1730
Eudaimonia Partners
Tennessee
$522K -$1.64M -10,005 -76%
CIA
1731
Cohen Investment Advisors
New Hampshire
$521K -$46.3K -283 -8%
JC
1732
JB Capital
Connecticut
$521K +$20.3K +124 +4%
SIM
1733
Stratos Investment Management
Ohio
$519K +$47.9K +293 +10%
PBO
1734
Peoples Bank (Ohio)
Ohio
$518K
CVA
1735
Central Valley Advisors
California
$518K +$518K +3,165 New
CGA
1736
Crescent Grove Advisors
Illinois
$517K +$1.31K +8 +0.3%
ANBT
1737
American National Bank & Trust
Texas
$517K +$71K +434 +16%
CFP
1738
Catalyst Financial Partners
Massachusetts
$517K +$108K +659 +26%
TIA
1739
Traphagen Investment Advisors
New Jersey
$516K -$17.7K -108 -3%
WJA
1740
Willis Johnson & Associates
Texas
$516K +$71.3K +436 +16%
SMA
1741
Sage Mountain Advisors
Georgia
$516K +$13.7K +84 +3%
VNA
1742
Valley National Advisers
Pennsylvania
$515K +$83.9K +514 +19%
FF
1743
Financial Futures
New Jersey
$514K +$180K +1,100 +54%
CFD
1744
Creative Financial Designs
Indiana
$514K +$100K +614 +24%
HTHT
1745
Hemenway Trust Hemenway Trust
New Hampshire
$512K -$122K -749 -19%
LPT
1746
Legacy Private Trust
Wisconsin
$512K
DAM
1747
Derbend Asset Management
Georgia
$511K +$20.3K +124 +4%
SAI
1748
Savvy Advisors Inc
New York
$511K +$511K +3,125 New
FA
1749
FDx Advisors
Illinois
$511K +$246K +1,505 +93%
CWP
1750
CFM Wealth Partners
Texas
$511K