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 %
GCIM
2101
Gunn & Company Investment Management
Florida
$321K +$321K +1,965 New
PSC
2102
Prentiss Smith & Co
Vermont
$321K +$37.9K +232 +13%
ME
2103
McIlrath & Eck
Washington
$319K -$26.8K -164 -8%
AIA
2104
Arbor Investment Advisors
North Carolina
$319K -$164K -1,001 -34%
AIP
2105
Almanack Investment Partners
Pennsylvania
$318K
HC
2106
Hamilton Capital
Ohio
$318K -$34.3K -210 -10%
PWA
2107
Phoenix Wealth Advisors
North Carolina
$317K -$12.1K -75 -4%
NQWM
2108
Northwest Quadrant Wealth Management
Oregon
$316K +$981 +6 +0.3%
VCG
2109
Vantage Consulting Group
Virginia
$315K -$47.8K -292 -13%
WPP
2110
Whalerock Point Partners
Rhode Island
$315K
FA
2111
Fagan Associates
New York
$315K
WAL
2112
W Advisors LLC
Tennessee
$315K +$38.3K +234 +14%
GHA
2113
GW Henssler & Associates
Georgia
$314K -$54.8K -335 -15%
SMA
2114
Seven Mile Advisory
New Jersey
$314K +$15K +92 +5%
BAMG
2115
Brand Asset Management Group
Missouri
$314K +$1.31K +8 +0.4%
VAF
2116
Values Added Financial
District of Columbia
$314K +$4.42K +27 +1%
AT
2117
Arden Trust
Delaware
$314K +$40.9K +250 +15%
CFGA
2118
Cambridge Financial Group (Arizona)
Arizona
$313K +$313K +1,916 New
TCM
2119
Towercrest Capital Management
Pennsylvania
$313K +$1.47K +9 +0.5%
SSC
2120
Syverson Strege & Co
Iowa
$312K -$4.09K -25 -1%
EBT
2121
Enterprise Bank & Trust
Massachusetts
$312K +$312K +1,907 New
LWM
2122
Lyell Wealth Management
California
$312K +$312K +1,906 New
MWM
2123
Mosley Wealth Management
California
$312K +$312K +1,905 New
CC
2124
Capital Counsel
New York
$311K
GSIAS
2125
Garden State Investment Advisory Services
New Jersey
$310K -$22.6K -138 -7%