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 %
Legacy Financial Group (Iowa)
2401
Legacy Financial Group (Iowa)
Iowa
$16.7K 119 +119 New
HF
2402
Halpern Financial
Virginia
$16.3K 116 +18 +18%
CMA
2403
Cedar Mountain Advisors
Oregon
$15.5K 110 +1 +0.9%
OLVIG
2404
Oliver Lagore Vanvalin Investment Group
Michigan
$15.3K 109 -1 -0.9%
CCP
2405
Carmel Capital Partners
California
$15.3K 109 +109 New
MFG
2406
Mendota Financial Group
Wisconsin
$14.7K 105
TC
2407
Tacita Capital
Ontario, Canada
$14.7K 105 +35 +50%
TCPG
2408
Trivant Custom Portfolio Group
California
$14K 100
AWM
2409
Avondale Wealth Management
Texas
$14K 100
DWMG
2410
DB Wealth Management Group
California
$14K 100
RWM
2411
Ruedi Wealth Management
Illinois
$14K 100 +100 New
MIA
2412
Milestone Investment Advisors
Wisconsin
$14K 100 +100 New
EA
2413
Evolution Advisers
Virginia
$14K 100
TCM
2414
Tradewinds Capital Management
Washington
$13.6K 97
TCCM
2415
Timber Creek Capital Management
Massachusetts
$13.3K 95 -5 -5%
MSFP
2416
Mark Sheptoff Financial Planning
Connecticut
$12.8K 100
LIA
2417
Luken Investment Analytics
Tennessee
$12.8K 91 -59 -39%
QL
2418
Quarry LP
New York
$12.2K 87 +40 +85%
HWP
2419
Hibernia Wealth Partners
Louisiana
$11.2K 80 +80 New
FC
2420
Family CFO
California
$11.1K 79
WAS
2421
Winch Advisory Services
Wisconsin
$11K 78
AIM
2422
Arcadia Investment Management
Michigan
$10.6K 76 -27 -26%
BSWA
2423
Bromfield Sneider Wealth Advisors
Massachusetts
$10.1K 72
PS
2424
PayPay Securities
Japan
$9.92K 68 +25 +58%
HWP
2425
Highline Wealth Partners
California
$8.42K 60 +60 New