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 %
SOAMC
1876
Spirit of America Management Corp
New York
$436K
AGA
1877
Accuvest Global Advisors
Utah
$433K -$180K -1,102 -29%
FF
1878
Francis Financial
$432K +$32.9K +201 +8%
AIM
1879
Aigen Investment Management
New York
$432K +$432K +2,639 New
WWM
1880
Waterway Wealth Management
Texas
$431K +$431K +2,638 New
PCIG
1881
Partners Capital Investment Group
Massachusetts
$431K +$128K +784 +42%
MCM
1882
Magnolia Capital Management
New York
$431K
RWM
1883
Revisor Wealth Management
Ohio
$429K +$32.1K +196 +8%
BWA
1884
BlueSky Wealth Advisors
North Carolina
$429K +$4.09K +25 +1%
AIP
1885
ARS Investment Partners
New York
$429K
SHGA
1886
Sand Hill Global Advisors
California
$429K +$7.03K +43 +2%
WFA
1887
WMG Financial Advisors
Tennessee
$428K -$98.8K -604 -19%
WMA
1888
West Michigan Advisors
Michigan
$427K +$102K +621 +31%
CCG
1889
Chatham Capital Group
Georgia
$426K
WBCM
1890
Wilson & Boucher Capital Management
California
$425K
OSNBOA
1891
Old Second National Bank of Aurora
Illinois
$425K -$131K -800 -24%
TIM
1892
Tortoise Investment Management
New York
$425K +$164 +1 +0%
CFFP
1893
Center for Financial Planning
Michigan
$422K
C
1894
CEDRUS
Colorado
$422K -$84.6K -517 -17%
HI
1895
Human Investing
Oregon
$422K -$131K -801 -24%
OC
1896
Oarsman Capital
Wisconsin
$421K +$52.5K +321 +14%
CFMC
1897
Curbstone Financial Management Corp
New Hampshire
$421K +$421K +2,574 New
FAM
1898
Fenimore Asset Management
New York
$421K -$264K -1,617 -39%
MHIC
1899
Marble Harbor Investment Counsel
Massachusetts
$420K +$11.4K +70 +3%
GCA
1900
Genesee Capital Advisors
New York
$420K