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 %
BAM
2401
Boyar Asset Management
New York
$211K -$82.4K -504 -28%
PO
2402
Private Ocean
California
$210K +$491 +3 +0.2%
D
2403
Diversified
Delaware
$210K +$210K +1,281 New
WWC
2404
Waypoint Wealth Counsel
Georgia
$209K -$27K -165 -11%
FAG
2405
Financial Advisory Group
Texas
$209K +$209K +1,278 New
KFG
2406
Kingdom Financial Group
Arizona
$209K +$209K +1,278 New
AWM
2407
Aprio Wealth Management
Georgia
$209K +$209K +1,277 New
TFG
2408
Taylor Financial Group
Virginia
$209K +$209K +1,275 New
LF
2409
LifeSteps Financial
California
$208K +$208K +1,275 New
APS
2410
American Planning Services
Florida
$208K +$208K +1,273 New
CCM
2411
Chickasaw Capital Management
Tennessee
$208K +$208K +1,271 New
FTWA
2412
Fifth Third Wealth Advisors
Ohio
$208K +$208K +1,270 New
SWP
2413
Semus Wealth Partners
Florida
$207K +$207K +1,268 New
MIA
2414
MainStreet Investment Advisors
Illinois
$207K -$79.5K -486 -28%
LFG
2415
Lockerman Financial Group
California
$206K +$206K +1,261 New
SPP
2416
Single Point Partners
Massachusetts
$206K +$206K +1,257 New
TAM
2417
Tucker Asset Management
Colorado
$206K
CAMV
2418
Concord Asset Management (Virginia)
Virginia
$206K +$206K +1,259 New
NWM
2419
Northwest Wealth Management
Iowa
$206K +$206K +1,258 New
MCWA
2420
Meadow Creek Wealth Advisors
Georgia
$204K +$204K +1,248 New
NF
2421
NavPoint Financial
Minnesota
$204K +$204K +1,247 New
ACA
2422
Aspire Capital Advisors
Washington
$204K +$204K +1,246 New
TSS
2423
Two Sigma Securities
New York
$203K -$350K -2,137 -63%
PG
2424
Prostatis Group
Maryland
$203K -$899K -5,494 -82%
HB
2425
Horizon Bancorp
Indiana
$203K +$1.97K +12 +1%