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 %
TWP
2251
Tower Wealth Partners
Pennsylvania
$265K +$265K +1,620 New
BWA
2252
Blodgett Wealth Advisors
California
$265K -$24.5K -150 -8%
WIC
2253
Willis Investment Counsel
Georgia
$264K +$654 +4 +0.2%
PFG
2254
Prosperity Financial Group
California
$264K +$264K +1,614 New
FPWM
2255
FSB Premier Wealth Management
Iowa
$264K
YCG
2256
Yeomans Consulting Group
Georgia
$264K +$264K +1,613 New
MFWP
2257
Mosaic Family Wealth Partners
Missouri
$263K -$21.9K -134 -8%
EFL
2258
ERn Financial LLC
Wisconsin
$263K -$41K -246 -13%
OFG
2259
Oxford Financial Group
Indiana
$262K +$16.4K +100 +7%
SN
2260
Sittner & Nelson
Oregon
$261K -$6.54K -40 -2%
LA
2261
Latitude Advisors
Florida
$261K -$28.5K -174 -10%
AAS
2262
Annex Advisory Services
Wisconsin
$260K -$447K -2,731 -63%
SPWM
2263
Spartan Planning & Wealth Management
North Carolina
$258K -$59.2K -362 -19%
AIFAIM
2264
American Institute for Advanced Investment Management
Arizona
$258K -$16.4K -100 -6%
R
2265
Rebalance
California
$258K +$258K +1,579 New
ACM
2266
Ashford Capital Management
Delaware
$258K
GEA
2267
Glen Eagle Advisors
New Jersey
$258K +$17.7K +108 +7%
APW
2268
Aurora Private Wealth
New Jersey
$257K +$257K +1,571 New
VPP
2269
Vertex Planning Partners
Illinois
$257K +$257K +1,570 New
EFG
2270
Embree Financial Group
Illinois
$256K +$256K +1,567 New
AT
2271
Avalon Trust
New Mexico
$255K +$58.4K +357 +30%
CA
2272
Cambridge Advisors
Nebraska
$255K +$6.71K +41 +3%
WA
2273
WESPAC Advisors
California
$255K +$16.5K +101 +7%
LODC
2274
Lanham O'Dell & Company
West Virginia
$254K +$20.6K +126 +9%
GWANC
2275
Guardian Wealth Advisors (North Carolina)
North Carolina
$254K -$35.2K -215 -12%