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 %
DIP
2051
Davis Investment Partners
North Carolina
$343K +$2.73K +17 +0.8%
MWM
2052
Mattern Wealth Management
Kansas
$342K
CWP
2053
Concord Wealth Partners
Virginia
$342K -$3.27K -20 -0.9%
WI
2054
Wintrust Investments
Illinois
$342K +$342K +2,093 New
KAS
2055
KPP Advisory Services
Kentucky
$342K -$97.5K -596 -22%
RCI
2056
RS Crum Inc
California
$342K +$1.47K +9 +0.4%
FFA
2057
First Foundation Advisors
California
$341K -$440K -2,690 -56%
KFI
2058
Key Financial Inc
Pennsylvania
$341K -$818 -5 -0.2%
MWM
2059
Marietta Wealth Management
Georgia
$340K
O3W
2060
Omni 360 Wealth
New Jersey
$339K +$339K +2,075 New
NFG
2061
Nadler Financial Group
Illinois
$339K
FA
2062
Faithward Advisors
Pennsylvania
$339K -$2.75K -15 -0.8%
TCM
2063
Teza Capital Management
Illinois
$338K -$5.07M -31,015 -94%
PMSA
2064
Patrick M. Sweeney & Associates
Illinois
$337K +$337K +2,058 New
CCC
2065
Chelsea Counsel Company
California
$336K
MGAM
2066
McGowan Group Asset Management
Texas
$334K
HFAS
2067
Hummer Financial Advisory Services
Illinois
$334K
SAI
2068
Systematic Alpha Investments
New Jersey
$334K
RCA
2069
Resonant Capital Advisors
Wisconsin
$333K +$10.6K +65 +3%
FDCP
2070
Foster Dykema Cabot & Partners
Massachusetts
$333K +$333K +2,036 New
PA
2071
PSI Advisors
Florida
$332K +$26.8K +164 +9%
GD
2072
Grandfield & Dodd
New York
$332K -$81.8K -500 -20%
SRB
2073
Shotwell Rutter Baer
Michigan
$331K +$331K +1,997 New
FMN
2074
Financial Management Network
California
$331K -$15.6K -98 -5%
BAM
2075
BOS Asset Management
Illinois
$330K