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 %
IFAM
1901
Institutional & Family Asset Management
Colorado
$418K +$818 +5 +0.2%
BWAM
1902
Boyd Watterson Asset Management
Ohio
$417K -$818 -5 -0.2%
BIA
1903
Bigelow Investment Advisors
Maine
$417K
WF
1904
Wayfinding Financial
Washington
$417K -$3.43K -21 -0.8%
LA
1905
Lakeside Advisors
Washington
$416K
PAM
1906
Pegasus Asset Management
New York
$416K
CAM
1907
Close Asset Management
United Kingdom
$416K +$137K +840 +49%
CFG
1908
CKW Financial Group
Hawaii
$415K +$2.45K +15 +0.6%
AIM
1909
Avity Investment Management
Connecticut
$415K -$981 -6 -0.2%
AIM
1910
Acropolis Investment Management
Missouri
$414K +$5.73K +35 +1%
PGIM
1911
Pacific Global Investment Management
California
$413K
VWA
1912
Visionary Wealth Advisors
Illinois
$413K -$24.4K -149 -6%
OIA
1913
Optimum Investment Advisors
Illinois
$413K -$73.8K -451 -15%
FWM
1914
Finer Wealth Management
Massachusetts
$413K
SSW
1915
Smith Shellnut Wilson
Mississippi
$413K -$102K -624 -20%
KWM
1916
KFG Wealth Management
Indiana
$411K -$6.38K -39 -2%
PSCM
1917
Per Stirling Capital Management
Texas
$411K +$9.98K +61 +2%
MWA
1918
Monograph Wealth Advisors
California
$411K +$26.2K +160 +7%
LPAM
1919
Lodestar Private Asset Management
California
$410K +$654 +4 +0.2%
TAM
1920
Trillium Asset Management
Massachusetts
$410K -$2.94K -18 -0.7%
BA
1921
Birinyi Associates
Connecticut
$410K +$490 +3 +0.1%
FBT
1922
First Bankers Trust
Kentucky
$410K
LI
1923
LVZ Inc
Michigan
$409K
JFL
1924
Jarislowsky, Fraser Ltd
Quebec, Canada
$409K -$114K -700 -22%
BMO
1925
Beck Mack & Oliver
New York
$409K -$327 -2 -0.1%