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 %
RCMF
1926
RK Capital Management (Florida)
Florida
$409K +$409K +2,500 New
6F
1927
626 Financial
Michigan
$409K -$56.3K -344 -12%
ES
1928
Eagle Strategies
New York
$407K +$3.76K +23 +0.9%
NPP
1929
New Potomac Partners
Maryland
$406K +$406K +2,485 New
DSN
1930
D. Scott Neal
Kentucky
$406K -$654 -4 -0.2%
SAM
1931
Smartleaf Asset Management
Massachusetts
$405K +$405K +2,516 New
AAB
1932
ABN AMRO Bank
Netherlands
$405K +$405K +2,465 New
BIG
1933
Builder Investment Group
Georgia
$405K
HAM
1934
Harmony Asset Management
Arizona
$404K +$404K +2,471 New
UAML
1935
US Asset Management LLC
Pennsylvania
$404K +$404K +2,469 New
KNW
1936
Kesler Norman & Wride
Utah
$403K -$57.6K -352 -12%
CT
1937
Coastline Trust
Rhode Island
$403K -$16K -98 -4%
APW
1938
Austin Private Wealth
Texas
$403K -$7.69K -47 -2%
BFAG
1939
Blackston Financial Advisory Group
Florida
$403K -$24.2K -148 -6%
KLCM
1940
KG&L Capital Management
Louisiana
$403K -$17.6K -108 -4%
CS
1941
Cannell & Spears
New York
$402K
CWM
1942
Chesapeake Wealth Management
Virginia
$402K
SAW
1943
Signal Advisors Wealth
Michigan
$402K +$402K +2,458 New
AL
1944
Arnhold LLC
New York
$402K -$17.2K -105 -4%
PEA
1945
Park Edge Advisors
Ohio
$401K -$559K -3,418 -58%
BG
1946
Benedetti & Gucer
Georgia
$401K +$53.5K +327 +15%
SCA
1947
Southern Capital Advisors
Tennessee
$401K +$327 +2 +0.1%
MLFP
1948
MPS Loria Financial Planners
Illinois
$400K +$6.71K +41 +2%
ACM
1949
Armbruster Capital Management
New York
$400K
SC
1950
Sinecera Capital
Texas
$399K +$5.07K +31 +1%