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 %
CAS
2351
Coppell Advisory Solutions
Texas
$226K +$113K +689 +99%
STB
2352
S&T Bank
Pennsylvania
$226K +$226K +1,382 New
PWP
2353
Phillips Wealth Planners
Mississippi
$226K +$226K +1,354 New
SMF
2354
Sterling Manor Financial
New York
$226K +$226K +1,381 New
PCMC
2355
Planning Capital Management Corporation
Pennsylvania
$225K +$225K +1,376 New
DWM
2356
Dechtman Wealth Management
Colorado
$225K +$225K +1,376 New
AFG
2357
ABLE Financial Group
Arizona
$225K -$486K -2,972 -68%
KA
2358
Kooman & Associates
Pennsylvania
$224K +$224K +1,372 New
CL
2359
CIM LLC
New York
$224K +$224K +1,217 New
EWA
2360
EverSource Wealth Advisors
Alabama
$224K +$3.76K +23 +2%
FFG
2361
Frisch Financial Group
New York
$224K -$30.8K -188 -12%
Loomis, Sayles & Company
2362
Loomis, Sayles & Company
Massachusetts
$224K -$15.1K -92 -6%
BFA
2363
Benedict Financial Advisors
Georgia
$224K +$224K +1,369 New
BBW
2364
Blue Barn Wealth
Utah
$224K -$95.4K -583 -30%
BCM
2365
Beck Capital Management
Texas
$223K +$223K +1,366 New
LCC
2366
Lincoln Capital Corp
Rhode Island
$223K +$223K +1,365 New
QFA
2367
Quantum Financial Advisors
California
$222K -$66.8K -408 -23%
AMG
2368
Asset Management Group
Connecticut
$222K +$222K +1,357 New
SA
2369
Skyline Advisors
Washington
$222K +$222K +1,355 New
KCM
2370
Kathmere Capital Management
Pennsylvania
$222K -$135K -824 -38%
SC
2371
Schiavi & Co
Delaware
$221K +$221K +1,351 New
UBG
2372
United Bank (Georgia)
Georgia
$220K -$86.5K -529 -28%
SCM
2373
Sollinda Capital Management
Florida
$220K +$220K +1,346 New
BO
2374
Bank OZK
Arkansas
$220K +$220K +1,345 New
SWC
2375
Spectrum Wealth Counsel
Indiana
$219K +$219K +1,342 New