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 %
CCA
2226
Cottonwood Capital Advisors
Utah
$273K -$55.8K -341 -17%
PIA
2227
Pinion Investment Advisors
Kansas
$273K -$42.5K -260 -13%
IWM
2228
Integris Wealth Management
California
$273K +$273K +1,667 New
RPA
2229
Rock Point Advisors
Vermont
$271K -$19K -116 -7%
RZH
2230
Relyea Zuckerberg Hanson
Connecticut
$271K +$3.76K +23 +1%
APWA
2231
Atlas Private Wealth Advisors
New Jersey
$270K -$208K -1,271 -43%
CFG
2232
Carr Financial Group
Massachusetts
$270K -$21.3K -130 -7%
LAS
2233
Lloyd Advisory Services
Georgia
$270K -$717K -4,385 -73%
PFP
2234
Paragon Financial Partners
California
$269K -$11K -67 -4%
MSR
2235
Main Street Research
Connecticut
$269K +$269K +1,644 New
TWM
2236
Trinity Wealth Management
Pennsylvania
$269K
LF
2237
Lee Financial
Texas
$269K +$5.23K +32 +2%
AWP
2238
Ascent Wealth Partners
New York
$268K
KCM
2239
KRS Capital Management
Michigan
$267K -$4.25K -26 -2%
AA
2240
AJ Advisors
Tennessee
$267K +$2.45K +15 +0.9%
LAS
2241
LWM Advisory Services
Florida
$267K
NSB
2242
Norway Savings Bank
Maine
$267K +$818 +5 +0.3%
SCI
2243
Silver Coast Investments
United States
$267K +$267K +1,632 New
IF
2244
Integrity Financial
Wyoming
$267K -$3.27K -20 -1%
LCM
2245
Leisure Capital Management
California
$266K -$73.8K -451 -22%
PWM
2246
Prosperity Wealth Management
California
$266K +$16.4K +100 +7%
FNWA
2247
Financial Network Wealth Advisors
Utah
$266K +$266K +1,625 New
RWS
2248
Resolute Wealth Strategies
Mississippi
$265K
BFPW
2249
BOK Financial Private Wealth
Colorado
$265K +$76.9K +470 +41%
WWP
2250
WR Wealth Planners
Missouri
$265K -$3.11K -19 -1%