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 %
IBOK
1851
Independence Bank of Kentucky
Kentucky
$452K -$248K -1,516 -35%
MFG
1852
Magnus Financial Group
New York
$452K -$24.5K -150 -5%
HCMG
1853
Howard Capital Management Group
California
$452K
WA
1854
Wambolt & Associates
Colorado
$451K -$11.5K -70 -2%
PCMC
1855
Private Capital Management (Colorado)
Colorado
$451K -$37.6K -230 -8%
CCFCSB
1856
Cape Cod Five Cents Savings Bank
Massachusetts
$450K -$223K -1,366 -33%
BHBT
1857
Burke & Herbert Bank & Trust
Virginia
$450K -$2.45K -15 -0.5%
WFI
1858
West Family Investments
California
$447K +$31.7K +194 +8%
AWM
1859
Angeles Wealth Management
California
$447K +$107K +657 +32%
MWC
1860
MBM Wealth Consultants
Missouri
$447K -$48.8K -261 -10%
ACI
1861
Alpha Cubed Investments
California
$446K -$135K -826 -23%
PWM
1862
Provident Wealth Management
Tennessee
$445K +$32.7K +200 +8%
LA
1863
LM Advisors
California
$445K +$445K +2,720 New
APA
1864
Astoria Portfolio Advisors
New York
$445K +$445K +2,425 New
BLC
1865
Brown, Lisle/Cummings
Rhode Island
$442K +$12.3K +75 +3%
Eagle Capital Management (New York)
1866
Eagle Capital Management (New York)
New York
$442K
UWPG
1867
Ullmann Wealth Partners Group
Florida
$441K +$3.11K +19 +0.7%
FBB
1868
Fulton Breakefield Broenniman
Maryland
$441K +$34.7K +212 +9%
SWA
1869
SOA Wealth Advisors
New York
$441K +$1.8K +11 +0.4%
SC
1870
Syon Capital
California
$440K +$440K +2,692 New
LAM
1871
Lewis Asset Management
California
$440K +$440K +2,691 New
TWM
1872
TriaGen Wealth Management
California
$438K -$654 -4 -0.1%
WCM
1873
Windsor Capital Management
Arizona
$438K +$24.9K +152 +6%
GSC
1874
Grey Street Capital
Illinois
$437K
BC
1875
Barrett & Company
Rhode Island
$437K +$654 +4 +0.1%