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 %
SA
2326
Strategic Advocates
Utah
$237K -$28K -171 -11%
DAM
2327
Diamant Asset Management
Connecticut
$237K -$49.1K -300 -17%
LB
2328
Legacy Bridge
Iowa
$237K -$73.1K -447 -24%
WCM
2329
WealthBridge Capital Management
Ohio
$237K -$3.44K -21 -1%
SC
2330
Steph & Co
Wisconsin
$236K
SL
2331
Stevard LLC
Illinois
$236K
EI
2332
Ellevest Inc
New York
$236K +$236K +1,441 New
WAOI
2333
Wealth Advisors of Iowa
Iowa
$235K +$235K +1,437 New
RMAM
2334
Raab & Moskowitz Asset Management
New Jersey
$232K -$14.7K -90 -6%
ICM
2335
IMS Capital Management
Oregon
$232K -$9.81K -60 -4%
CPC
2336
Consolidated Planning Corp
Georgia
$232K +$232K +1,417 New
AC
2337
AlphaCore Capital
California
$231K -$8.01K -49 -3%
SCP
2338
Sivia Capital Partners
California
$230K +$230K +1,409 New
AWMG
2339
Alliance Wealth Management Group
New Jersey
$230K +$230K +1,405 New
GWM
2340
GoalFusion Wealth Management
Texas
$229K +$229K +1,403 New
IPWA
2341
International Private Wealth Advisors
California
$229K +$229K +1,402 New
FPB
2342
First PREMIER Bank
South Dakota
$229K -$1.64K -10 -0.7%
CGFA
2343
Colton Groome Financial Advisors
North Carolina
$229K +$229K +1,400 New
FRM
2344
Foundation Resource Management
Arkansas
$229K -$8.18K -50 -3%
CW
2345
Channel Wealth
California
$229K +$229K +1,399 New
RIM
2346
Rockbridge Investment Management
New York
$228K +$228K +1,393 New
VFPW
2347
Vantage Financial Partners (Wisconsin)
Wisconsin
$228K +$228K +1,392 New
TWM
2348
Trueblood Wealth Management
Ohio
$227K +$227K +1,390 New
LCM
2349
Liberty Capital Management
Michigan
$227K +$227K +1,387 New
T
2350
TNF
Montana
$227K +$227K +1,211 New