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 %
NA
2201
Nottingham Advisors
New York
$278K -$143K -876 -34%
CWM
2202
Campbell Wealth Management
Virginia
$278K -$538K -3,285 -66%
GFA
2203
Gallagher Fiduciary Advisors
Illinois
$277K +$164 +1 +0.1%
MWM
2204
Merriman Wealth Management
Washington
$277K
HI
2205
Hoey Investments
Pennsylvania
$277K -$65.4K -400 -19%
TWP
2206
Tempus Wealth Planning
California
$277K -$12.8K -78 -4%
WHC
2207
Wulff, Hansen & Co
California
$277K
NA
2208
Nordwand Advisors
Pennsylvania
$277K +$213K +1,300 +330%
MAG
2209
MRA Advisory Group
New Jersey
$276K -$386K -2,359 -58%
EDRIA
2210
Edmonds Duncan Registered Investment Advisors
Kansas
$276K
TCWM
2211
Total Clarity Wealth Management
Illinois
$276K -$255K -1,558 -48%
RSWA
2212
Robinson Smith Wealth Advisors
Maine
$276K +$276K +1,688 New
USB
2213
Union Savings Bank
Connecticut
$276K +$29.9K +183 +12%
WAM
2214
Worth Asset Management
Texas
$275K +$275K +1,683 New
CWA
2215
CM Wealth Advisors
Ohio
$275K
JCM
2216
Jag Capital Management
Missouri
$275K +$275K +1,683 New
FH
2217
FWG Holdings
Florida
$275K
FIB
2218
First Interstate Bank
Montana
$275K -$19.6K -120 -7%
HFA
2219
High Falls Advisors
New York
$275K +$981 +6 +0.4%
OBWP
2220
O'Brien Wealth Partners
Massachusetts
$274K +$3.93K +24 +1%
SCI
2221
Stableford Capital II
Arizona
$274K
AA
2222
Aire Advisors
California
$274K -$124K -758 -31%
M
2223
MOTCO
Texas
$274K
TC
2224
TAP Consulting
Missouri
$274K -$13.1K -80 -5%
LIP
2225
Liontrust Investment Partners
United Kingdom
$273K -$186K -1,139 -41%