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 %
BWM
2376
Boyd Wealth Management
California
$218K +$218K +1,333 New
CWM
2377
Concentric Wealth Management
California
$217K +$217K +1,328 New
GMFG
2378
Greater Midwest Financial Group
Minnesota
$217K +$217K +1,327 New
KBFS
2379
Kohmann Bosshard Financial Services
Ohio
$217K +$217K +1,326 New
SIC
2380
SJS Investment Consulting
Ohio
$216K +$185K +1,130 +582%
CWS
2381
Cypress Wealth Services
California
$216K -$23.6K -144 -10%
RCM
2382
RB Capital Management
Nevada
$216K +$216K +1,320 New
RFS
2383
Richardson Financial Services
Massachusetts
$215K +$215K +1,315 New
MW
2384
Maia Wealth
Colorado
$215K +$215K +1,314 New
CCT
2385
Chemung Canal Trust
New York
$215K +$215K +1,314 New
LC
2386
Lincoln Capital
Nebraska
$215K +$215K +1,312 New
WC
2387
Woodstock Corp
Massachusetts
$215K -$53.2K -325 -20%
NWA
2388
New World Advisors
Massachusetts
$214K +$214K +1,310 New
FFA
2389
Florida Financial Advisors
Florida
$214K +$214K +1,505 New
ZIMP
2390
Zimmermann Investment Management & Planning
Pennsylvania
$214K +$214K +1,307 New
MCCA
2391
Mill Creek Capital Advisors
Pennsylvania
$213K -$36K -220 -14%
MPW
2392
MA Private Wealth
California
$213K +$213K +1,303 New
MPI
2393
Mairs & Power Inc
Minnesota
$213K +$213K +1,302 New
CP
2394
Castleview Partners
Texas
$213K +$65.6K +401 +45%
BF
2395
Blankinship & Foster
California
$212K +$212K +1,299 New
TCMP
2396
Thrive Capital Management (Pennsylvania)
Pennsylvania
$212K +$212K +1,298 New
NRC
2397
New Republic Capital
North Carolina
$212K +$212K +1,298 New
DA
2398
Dash Acquisitions
California
$212K +$212K +1,315 New
FIBT
2399
First International Bank & Trust
North Dakota
$211K -$177K -1,084 -46%
WCWM
2400
Willow Creek Wealth Management
California
$211K +$211K +1,292 New