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 %
FHC
2001
First Heartland Consultants
Missouri
$369K -$7.69K -47 -2%
LMKC
2002
L.M. Kohn & Company
Ohio
$369K +$8.51K +52 +2%
VFA
2003
Voya Financial Advisors
Connecticut
$368K -$3.93K -24 -1%
IAG
2004
Investment Advisory Group
Massachusetts
$368K -$14.4K -88 -4%
PWM
2005
Paulson Wealth Management
Illinois
$367K
ACA
2006
Affinity Capital Advisors
California
$367K +$1.15K +7 +0.3%
FCP
2007
Fidelis Capital Partners
Florida
$367K +$88.1K +539 +32%
TIA
2008
Tiemann Investment Advisors
California
$366K +$43.3K +265 +13%
RDWM
2009
Red Door Wealth Management
Tennessee
$364K +$28.1K +172 +8%
EFG
2010
Ethos Financial Group
Pennsylvania
$363K -$1.47K -9 -0.4%
LIG
2011
Lokken Investment Group
Delaware
$363K +$164 +1 +0%
CIA
2012
Cape Investment Advisory
Georgia
$360K -$2.62K -16 -0.7%
BMM
2013
Buffington Mohr McNeal
Idaho
$360K -$12.3K -75 -3%
AG
2014
AlTi Global
New York
$359K +$359K +2,195 New
CWC
2015
Carolinas Wealth Consulting
North Carolina
$359K +$1.91K +50 +0.5%
CCA
2016
Childress Capital Advisors
Texas
$358K +$3.27K +20 +0.9%
PPW
2017
Pasadena Private Wealth
California
$357K +$357K +2,182 New
SEP
2018
Southland Equity Partners
Missouri
$357K +$7.52K +46 +2%
OL
2019
Optas LLC
Texas
$356K +$27K +165 +8%
LS
2020
Livforsakringsbolaget Skandia
Sweden
$355K +$156K +956 +79%
PJSIMP
2021
P.J. Schmidt Investment Management (PJS)
Wisconsin
$355K -$480K -2,560 -57%
PAM
2022
Peak Asset Management
Colorado
$355K -$14.4K -88 -4%
Cohen & Steers
2023
Cohen & Steers
New York
$355K
SGI
2024
Summit Global Investments
Utah
$355K +$80.7K +493 +29%
SP
2025
Stonebrook Private
Michigan
$354K +$354K +2,167 New