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 %
KFGK
1951
Keystone Financial Group (Kentucky)
Kentucky
$398K
GXJ
1952
Global X Japan
Japan
$398K +$398K +2,434 New
ACM
1953
Advance Capital Management
Michigan
$398K +$1.15K +7 +0.3%
WCFA
1954
Walkner Condon Financial Advisors
Wisconsin
$397K +$45.1K +276 +13%
WIC
1955
Woodmont Investment Counsel
Tennessee
$396K +$103K +630 +35%
UAS
1956
United Asset Strategies
New York
$395K +$395K +2,416 New
HI
1957
Humankind Investments
New York
$395K -$36.8K -225 -9%
OL
1958
OneFund LLC
Florida
$395K +$395K +2,416 New
FWI
1959
Facet Wealth Inc
Maryland
$395K -$4.4K -24 -1%
BFA
1960
Brendel Financial Advisors
New Hampshire
$395K +$395K +2,417 New
WB
1961
West Bancorporation
Iowa
$395K -$5.89K -36 -1%
HFP
1962
Holistic Financial Partners
Indiana
$394K +$46.6K +285 +13%
MIA
1963
MeadowBrook Investment Advisors
Michigan
$394K +$394K +2,410 New
TCBWMS
1964
Texas Capital Bank Wealth Management Services
Texas
$394K +$818 +5 +0.2%
LFG
1965
Larson Financial Group
Missouri
$393K -$55.4K -339 -12%
MIG
1966
McGuire Investment Group
Rhode Island
$393K -$155K -946 -28%
FWA
1967
FSM Wealth Advisors
Ohio
$393K +$4.74K +29 +1%
MJRIC
1968
Mogy Joel R Investment Counsel
California
$393K -$1.96K -12 -0.5%
AAP
1969
Aristotle Atlantic Partners
Florida
$393K
AA
1970
Alta Advisers
United Kingdom
$393K
CB
1971
CNB Bank
Pennsylvania
$391K +$20.8K +127 +6%
FFWM
1972
Future Financial Wealth Management
Ohio
$390K +$654 +4 +0.2%
WP
1973
WealthShield Partners
North Carolina
$390K -$21.6K -132 -5%
JSW
1974
Journey Strategic Wealth
New Jersey
$388K -$14.7K -90 -4%
MSWM
1975
McGlone Suttner Wealth Management
Wisconsin
$387K -$18.2K -111 -4%