2,447 hedge funds and large institutions have $74.4B invested in IBM in 2023 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 980 increasing their positions, 953 reducing their positions, and 98 closing their positions.

Holders
2,447
Holders Change
+39
Holders Change %
+1.62%
% of All Funds
39.03%
Holding in Top 10
53
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.45%
% of All Funds
0.85%
New
167
Increased
980
Reduced
953
Closed
98
Calls
$2.33B
Puts
$2.15B
Net Calls
+$174M
Net Calls Change
-$582M
Name Market Value Shares Shares
Change
Shares
Change %
NA
2351
Nordwand Advisors
Pennsylvania
$55.3K 394
NECFA
2352
New England Capital Financial Advisors
Connecticut
$55.1K 393
GWMIA
2353
Global Wealth Management Investment Advisory
Florida
$53.7K 383 +83 +28%
RFA
2354
Resurgent Financial Advisors
Georgia
$53.6K 382 -60 -14%
CFS
2355
CGC Financial Services
Oregon
$53K 378 -98 -21%
RDIA
2356
RE Dickinson Investment Advisors
Iowa
$52K 374
BIA
2357
Bell Investment Advisors
California
$51.6K 368 +4 +1%
KC
2358
Kepos Capital
New York
$51K 367 +24 +7%
KI
2359
Kapitalo Investimentos
Brazil
$49.8K 355 +355 New
BBPWM
2360
Blue Bell Private Wealth Management
Pennsylvania
$49.1K 350
PAG
2361
Paladin Advisory Group
Iowa
$48.8K 348
KFS
2362
Kelly Financial Services
Massachusetts
$47.8K 341 +3 +0.9%
EWP
2363
Elevation Wealth Partners
California
$46.8K 334 +2 +0.6%
CSWM
2364
Cassady Schiller Wealth Management
Ohio
$46.3K 330
OIAM
2365
OFI Invest Asset Management
France
$46.2K 349 +349 New
VCM
2366
Versant Capital Management
Arizona
$46.2K 329
MFA
2367
McClarren Financial Advisors
Pennsylvania
$46K 330
TFG
2368
Team Financial Group
California
$45.9K 327 +327 New
PCFFS
2369
Pacific Center for Financial Services
California
$43.8K 312
BCPWM
2370
Bradley & Co Private Wealth Management
Florida
$42.8K 305
TFGT
2371
TS Financial Group (TSFG)
Illinois
$38K 269 +3 +1%
RBC
2372
Roble Belko & Company
Pennsylvania
$36K 254
MBFW
2373
Morton Brown Family Wealth
Pennsylvania
$35.1K 250 -6 -2%
GA
2374
GoalVest Advisory
New York
$33.7K 240 -360 -60%
FGAM
2375
Financial Gravity Asset Management
Texas
$32.2K 225 +91 +68%