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 %
RWM
2076
Rench Wealth Management
Texas
$330K +$3.27K +20 +1%
TI
2077
Truepoint Inc
Ohio
$330K +$34.8K +213 +12%
CPL
2078
CAP Partners LLC
Tennessee
$329K +$329K +2,015 New
CWM
2079
Calamos Wealth Management
Illinois
$328K +$9K +55 +3%
LCM
2080
Lazari Capital Management
California
$328K -$18.6K -114 -5%
KIG
2081
Kowal Investment Group
Wisconsin
$328K +$10.5K +64 +3%
HP
2082
Hyperion Partners
Pennsylvania
$327K +$491 +3 +0.2%
EA
2083
Ergawealth Advisors
Illinois
$327K
KFS
2084
Kaizen Financial Strategies
California
$327K +$327K +2,000 New
SIC
2085
Sterling Investment Counsel
New York
$327K +$36.8K +225 +13%
GDP
2086
Great Diamond Partners
Maine
$326K +$16K +98 +5%
NRI
2087
NFP Retirement Inc
California
$325K +$327 +2 +0.1%
OCM
2088
One Capital Management
California
$325K -$13.1K -80 -4%
FA
2089
Financial Advisors
Massachusetts
$325K -$482K -2,948 -60%
WI
2090
WrapManager Inc
California
$325K -$10.6K -65 -3%
CG
2091
Clarus Group
Texas
$324K +$324K +1,983 New
FVWA
2092
Foster Victor Wealth Advisors
South Carolina
$324K +$806 +5 +0.2%
PWS
2093
Private Wealth Strategies
Ohio
$324K
PCP
2094
Proficio Capital Partners
Massachusetts
$323K +$51.5K +315 +19%
CWM
2095
Centric Wealth Management
Illinois
$323K +$3.67K +20 +1%
EIA
2096
Eldridge Investment Advisors
New Hampshire
$323K
SAM
2097
Sequent Asset Management
Texas
$322K +$322K +1,968 New
FL
2098
Fort LP
Maryland
$322K -$19K -116 -6%
EIP
2099
Ellis Investment Partners
Pennsylvania
$322K -$13.1K -80 -4%
CPSAC
2100
Chas P. Smith & Associates (CPS)
Florida
$321K +$8.66K +53 +3%