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 %
VC
2301
Vestor Capital
Illinois
$244K
OWA
2302
Octavia Wealth Advisors
Ohio
$244K +$244K +1,490 New
GPA
2303
Guerra Pan Advisors
New Jersey
$243K -$4.09K -25 -2%
ARG
2304
Advisory Resource Group
Oklahoma
$243K
TAM
2305
Townsend Asset Management
North Carolina
$243K -$6.71K -41 -3%
TFM
2306
Trademark Financial Management
Minnesota
$243K +$243K +1,487 New
SWM
2307
Seed Wealth Management
Illinois
$243K
HS
2308
Horan Securities
United States
$242K +$491 +3 +0.2%
CAM
2309
Campion Asset Management
Virginia
$241K +$241K +1,475 New
RWP
2310
Revolve Wealth Partners
New Jersey
$241K +$2.29K +14 +1%
PWA
2311
Primoris Wealth Advisors
Florida
$241K
EFA
2312
Evernest Financial Advisors
Indiana
$240K +$240K +1,470 New
EBWM
2313
Eagle Bluffs Wealth Management
Missouri
$240K
FMTCOCP
2314
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$240K +$2.29K +14 +1%
DWM
2315
Destination Wealth Management
California
$240K -$320K -1,959 -57%
FA
2316
Fountainhead AM
New Jersey
$240K +$6.05K +37 +3%
GP
2317
Girard Partners
Pennsylvania
$239K
BCMLT
2318
Beacon Capital Management LLC (Tennessee)
Tennessee
$239K
MKA
2319
M. Kulyk & Associates
Georgia
$239K +$239K +1,460 New
WDL
2320
Well Done LLC
Michigan
$238K +$3.11K +19 +1%
MAA
2321
Matrix Asset Advisors
New York
$238K +$238K +1,455 New
VIP
2322
Vista Investment Partners
Oklahoma
$238K +$238K +1,453 New
ICM
2323
Intrepid Capital Management
Florida
$238K +$12.9K +79 +6%
RP
2324
Rice Partnership
Hawaii
$238K -$64.6K -395 -21%
KI
2325
Kapitalo Investimentos
Brazil
$237K +$179K +1,097 +309%