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 %
AIS
1976
AM Investment Strategies
Tennessee
$386K +$491 +3 +0.1%
GFP
1977
Gryphon Financial Partners
Ohio
$386K +$23.7K +147 +7%
BA
1978
Ballast Advisors
Minnesota
$385K -$112K -684 -23%
FOA
1979
Five Oceans Advisors
California
$385K +$7.2K +44 +2%
SFP
1980
Sterling Financial Planning
New Jersey
$385K +$37.6K +230 +11%
QPWM
1981
Quadrant Private Wealth Management
Pennsylvania
$385K -$49.1K -300 -11%
NCM
1982
Novare Capital Management
North Carolina
$385K +$2.29K +14 +0.6%
RPWA
1983
Regent Peak Wealth Advisors
Georgia
$385K +$7.03K +43 +2%
RIS
1984
Retirement Income Solutions
Michigan
$385K +$24.5K +150 +7%
III
1985
Independent Investors Inc
New York
$384K -$114K -700 -23%
FSA
1986
Financial Security Advisor
Virginia
$384K +$9.98K +61 +3%
RP
1987
Rowlandmiller & Partners
Georgia
$384K
NC
1988
NBW Capital
Massachusetts
$383K -$79.5K -486 -17%
KOC
1989
Koss-Olinger Consulting
Florida
$380K -$17.7K -108 -4%
CAWM
1990
Capital Advisors Wealth Management
Washington
$380K +$14.6K +89 +4%
JWBC
1991
J.W. Burns & Co
New York
$380K -$20.4K -125 -5%
ACP
1992
Aviance Capital Partners
Florida
$380K
CPA
1993
Court Place Advisors
Maryland
$378K
RTC
1994
Riverview Trust Company
Washington
$377K +$131K +800 +53%
SL
1995
Summitry LLC
California
$376K
SAA
1996
Southeast Asset Advisors
Georgia
$373K
AWM
1997
Atticus Wealth Management
Florida
$373K +$4.74K +29 +1%
BOM
1998
Bank of Marin
California
$370K +$98.1K +600 +36%
RIM
1999
Rakuten Investment Management
Japan
$369K +$369K +2,256 New
NFA
2000
Northwest Financial Advisors
Virginia
$369K +$369K +2,259 New