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 %
SRIM
1751
Saratoga Research & Investment Management
California
$510K -$10.8K -66 -2%
PWMG
1752
Provence Wealth Management Group
California
$510K +$56.3K +344 +12%
MMA
1753
Miracle Mile Advisors
California
$510K -$375K -2,291 -42%
UAG
1754
United Advisor Group
Ohio
$509K +$509K +3,094 New
SSWM
1755
Smith Salley Wealth Management
North Carolina
$509K -$77K -471 -13%
KIG
1756
Kennedy Investment Group
New Jersey
$509K +$17.3K +106 +4%
AFAS
1757
Acorn Financial Advisory Services
Virginia
$508K +$1.96K +12 +0.4%
MHWM
1758
Montz Harcus Wealth Management
Louisiana
$508K +$29.4K +180 +6%
PWP
1759
Precedent Wealth Partners
Texas
$508K +$508K +3,106 New
VCP
1760
Vista Capital Partners
Oregon
$508K +$151K +926 +42%
PTP
1761
Platform Technology Partners
New York
$507K -$89.9K -483 -15%
KA
1762
Kure Advisory
Minnesota
$507K -$1.15K -7 -0.2%
FB
1763
First Bancorp
Maine
$507K -$505K -3,085 -50%
ACP
1764
Aveo Capital Partners
Colorado
$507K +$17.8K +109 +4%
MCM
1765
MV Capital Management
Maryland
$507K +$5.07K +31 +1%
WC
1766
Waterloo Capital
Texas
$507K +$507K +3,101 New
DAM
1767
Doheny Asset Management
California
$507K
SFP
1768
Sweet Financial Partners
Minnesota
$507K -$4.25K -26 -0.8%
S
1769
SimplyRich
California
$504K +$6.38K +39 +1%
GIM
1770
Guardian Investment Management
California
$503K
EFSCE
1771
Enterprise Financial Services Corp (EFSC)
Missouri
$503K -$3.44K -21 -0.7%
FNBSF
1772
First National Bank Sioux Falls
South Dakota
$503K
RC
1773
Reik & Co
New York
$502K
EGA
1774
E&G Advisors
Texas
$502K -$98.1K -600 -16%
HPG
1775
Harvest Portfolios Group
Ontario, Canada
$502K -$123K -751 -20%