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 %
GG
1826
Greenwood Gearhart
Arkansas
$472K -$65.1K -398 -12%
S
1827
Sachetta
Massachusetts
$472K +$472K +2,886 New
CRI
1828
Colonial River Investments
Virginia
$471K -$301K -1,839 -39%
OCM
1829
Orion Capital Management
California
$471K -$49.1K -300 -9%
MFC
1830
Morris Financial Concepts
South Carolina
$470K
KS
1831
Karpas Strategies
Connecticut
$469K +$818 +5 +0.2%
PA
1832
Planning Alternatives
Michigan
$469K -$14.7K -90 -3%
SMC
1833
Smith, Moore & Co
Missouri
$468K -$153K -934 -25%
BCM
1834
BlueCrest Capital Management
Jersey
$468K -$256K -1,564 -35%
IGWM
1835
ICA Group Wealth Management
Colorado
$467K +$66.2K +405 +17%
ACM
1836
Ategra Capital Management
Virginia
$467K -$332K -2,028 -42%
OHWA
1837
Oak Hill Wealth Advisors
Virginia
$465K -$1.96K -12 -0.4%
OCPWS
1838
One Charles Private Wealth Services
Massachusetts
$464K
DOA
1839
D'Orazio & Associates
Virginia
$463K -$36.3K -222 -7%
JWWM
1840
Johnson & White Wealth Management
Pennsylvania
$462K +$462K +2,823 New
AAG
1841
Armstrong Advisory Group
Massachusetts
$462K +$164 +1 +0%
AC
1842
Apella Capital
Connecticut
$462K -$22.2K -138 -5%
TNB
1843
Thomasville National Bank
Georgia
$460K +$121K +737 +36%
WCG
1844
Weaver Consulting Group
California
$460K -$16.4K -100 -3%
CTB
1845
Country Trust Bank
Illinois
$460K +$53.6K +328 +13%
BCG
1846
Breakwater Capital Group
New Jersey
$460K +$11.2K +65 +3%
FIM
1847
Fruth Investment Management
Texas
$457K -$4.09K -25 -0.9%
HWM
1848
Hemington Wealth Management
Virginia
$457K +$104K +635 +29%
NAG
1849
Northstar Advisory Group
New Jersey
$455K +$164 +1 +0%
VCM
1850
Virtue Capital Management
Tennessee
$452K -$115K -724 -20%