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 %
EAM
2151
Evanson Asset Management
California
$300K -$25.7K -157 -8%
SWP
2152
Summit Wealth Partners
Florida
$299K -$287K -1,753 -49%
NFP
2153
Narus Financial Partners
Utah
$299K +$39.6K +242 +15%
MF
2154
Meridian Financial
Massachusetts
$298K -$8.18K -50 -3%
GCA
2155
Gradient Capital Advisors
California
$298K +$6.71K +41 +2%
FS
2156
Financial Symmetry
North Carolina
$298K +$298K +1,822 New
MIM
2157
Miller Investment Management
Pennsylvania
$298K
HIA
2158
HTG Investment Advisors
Connecticut
$298K -$128K -780 -30%
B
2159
Bridgeworth
Alabama
$297K +$40.2K +246 +16%
MRCM
2160
M&R Capital Management
New Jersey
$296K +$1.8K +11 +0.6%
HSWM
2161
Hubbell Strickland Wealth Management
Louisiana
$295K
BFG
2162
Beacon Financial Group
Texas
$295K +$19.6K +120 +7%
CFS
2163
Commonwealth Financial Services
West Virginia
$294K -$7.2K -44 -2%
TSWM
2164
Triangle Securities Wealth Management
North Carolina
$294K +$164 +1 +0.1%
CBT
2165
Central Bank & Trust
Kentucky
$293K -$2.78K -17 -0.9%
ST
2166
Sabal Trust
Florida
$292K -$183K -1,117 -38%
WCM
2167
Wedge Capital Management
North Carolina
$292K +$4.25K +26 +1%
PP
2168
Pacifica Partners
Canada
$292K +$31.5K +195 +12%
FZCM
2169
Flynn Zito Capital Management
New York
$291K +$1.64K +10 +0.6%
MCG
2170
McCollum Christoferson Group
New York
$291K +$49.1K +300 +20%
SFS
2171
Security Financial Services
Indiana
$290K -$20.4K -125 -7%
MWM
2172
Mascoma Wealth Management
New Hampshire
$290K +$164 +1 +0.1%
SNB
2173
Security National Bank
Nebraska
$290K +$20.9K +128 +8%
MC
2174
Middleton & Co
Massachusetts
$290K
ECAM
2175
East Coast Asset Management
Massachusetts
$289K +$654 +4 +0.2%