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 %
CHAM
2176
Clear Harbor Asset Management
Connecticut
$289K +$16.5K +101 +6%
AWA
2177
Authentikos Wealth Advisory
California
$287K -$3.11K -19 -1%
HWA
2178
HCR Wealth Advisors
California
$287K +$35.3K +216 +14%
OC
2179
Oakworth Capital
Alabama
$287K -$102K -625 -26%
PCI
2180
Planning Center Inc
Illinois
$286K -$13.4K -82 -4%
GITFIT
2181
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$286K
TP
2182
Tranquility Partners
Tennessee
$286K -$8.67K -53 -3%
EIG
2183
Ellenbecker Investment Group
Wisconsin
$286K +$1.63K +10 +0.6%
PTB
2184
Pioneer Trust Bank
Oregon
$286K
WAM
2185
Watershed Asset Management
California
$286K +$286K +1,746 New
HWM
2186
Horizon Wealth Management
Illinois
$285K -$36.3K -222 -11%
CWA
2187
Carolina Wealth Advisors
South Carolina
$285K +$13.4K +82 +5%
KPWG
2188
KFA Private Wealth Group
Virginia
$285K +$285K +1,741 New
CWA
2189
Continuum Wealth Advisors
New York
$284K -$4.91K -30 -2%
MIM
2190
Macroview Investment Management
Maryland
$284K +$327 +2 +0.1%
CFO
2191
CVA Family Office
Colorado
$284K +$27.8K +170 +11%
CWG
2192
Cornerstone Wealth Group
North Carolina
$284K +$9.98K +61 +4%
TLFA
2193
True Link Financial Advisors
California
$283K +$283K +1,731 New
TFP
2194
Triune Financial Partners
Kansas
$282K
COCM
2195
Charter Oak Capital Management
New Hampshire
$282K +$16.4K +100 +6%
CW
2196
Cook Wealth
North Carolina
$281K +$522 +3 +0.2%
FFA
2197
Fortune Financial Advisors
Kansas
$281K
EWS
2198
Eagle Wealth Strategies
New Jersey
$280K +$280K +1,713 New
MCM
2199
Morton Capital Management
California
$280K +$8.83K +54 +3%
GIP
2200
Greatmark Investment Partners
Georgia
$280K +$8.18K +50 +3%