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 %
SDWMA
2276
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K +$253K +1,546 New
PSP
2277
Pacific Sage Partners
Washington
$252K +$6.71K +41 +3%
AWP
2278
Abacus Wealth Partners
California
$252K +$2.78K +17 +1%
WFAG
2279
Wescott Financial Advisory Group
Pennsylvania
$251K +$491 +3 +0.2%
V
2280
VeraBank
Texas
$251K +$251K +1,533 New
TLCM
2281
Twin Lakes Capital Management
California
$250K +$818 +5 +0.3%
SAM
2282
Secure Asset Management
Michigan
$249K -$818 -5 -0.3%
AFM
2283
Abbot Financial Management
Massachusetts
$249K -$20.4K -125 -8%
GWM
2284
Gray Wealth Management
Maine
$248K -$8.34K -51 -3%
FPCG
2285
Fort Pitt Capital Group
Pennsylvania
$248K -$42.5K -260 -15%
PP
2286
PFS Partners
New Jersey
$247K -$3.43K -21 -1%
VI
2287
Versor Investments
New York
$247K +$247K +1,511 New
PA
2288
Pineridge Advisors
Missouri
$247K +$247K +1,508 New
SPW
2289
Sonoma Private Wealth
California
$246K -$124K -758 -33%
EB
2290
Eastern Bank
Massachusetts
$246K
FG
2291
Foster Group
Iowa
$246K
WW
2292
Westshore Wealth
California
$245K -$32.7K -200 -12%
NSCM
2293
New South Capital Management
Tennessee
$245K
IR
2294
IAT Reinsurance
New York
$245K
MAWCM
2295
Mine & Arao Wealth Creation & Management
California
$245K
LAM
2296
Lountzis Asset Management
Pennsylvania
$245K
RCM
2297
Richardson Capital Management
Wisconsin
$245K +$245K +1,500 New
LC
2298
Landaas & Company
Wisconsin
$245K -$3.6K -22 -1%
MIM
2299
Moseley Investment Management
Florida
$245K +$245K +1,496 New
PAIM
2300
Punch & Associates Investment Management
Minnesota
$244K