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 %
LW
1801
Libra Wealth
California
$489K
BCM
1802
Buckhead Capital Management
Georgia
$489K
BP
1803
BBR Partners
New York
$489K +$163K +995 +50%
OC
1804
Opinicus Capital
Florida
$487K +$487K +2,979 New
JAG
1805
Journey Advisory Group
Kentucky
$486K +$136K +830 +39%
AC
1806
Allstate Corporation
Illinois
$485K +$5.07K +31 +1%
MIH
1807
Meitav Investment House
Israel
$485K -$18.3K -112 -4%
HFS
1808
Howard Financial Services
Texas
$484K +$133K +815 +38%
NWA
1809
Navis Wealth Advisors
New York
$483K -$6.54K -40 -1%
MLA
1810
MB, Levis & Associates
Pennsylvania
$482K +$2.45K +15 +0.5%
FAFN
1811
First Affirmative Financial Network
Colorado
$482K +$52K +318 +12%
PAS
1812
Professional Advisory Services
Florida
$480K
HIC
1813
Harvey Investment Company
Kentucky
$480K
HGERS
1814
Householder Group Estate & Retirement Specialist
Arizona
$477K +$34.7K +212 +8%
FAM
1815
Formidable Asset Management
Ohio
$477K -$47.8K -292 -9%
WCAMG
1816
Woodard & Company Asset Management Group
North Carolina
$477K
DG
1817
DMC Group
Alabama
$477K -$21.4K -131 -4%
AWM
1818
Aberdeen Wealth Management
Illinois
$476K
SEC
1819
Seven Eight Capital
New York
$476K +$476K +2,908 New
BOS
1820
Bank of Stockton
California
$475K +$79.1K +461 +20%
SC
1821
Sepio Capital
Utah
$475K +$144K +879 +43%
HB
1822
HTLF Bank
Colorado
$474K +$474K +2,897 New
CHA
1823
Cooper/Haims Advisors
New York
$474K -$19.6K -120 -4%
WIM
1824
Warwick Investment Management
Texas
$473K +$40.1K +245 +9%
TW
1825
TritonPoint Wealth
Maryland
$473K +$473K +2,890 New