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 %
HAS
2426
Holland Advisory Services
Florida
$203K -$160K -976 -44%
SFM
2427
Signet Financial Management
New Jersey
$202K +$202K +1,236 New
CMP
2428
Coston McIsaac & Partners
Maine
$202K +$1.14K +7 +0.6%
BWP
2429
Balboa Wealth Partners
Arizona
$202K -$135K -827 -40%
HCM
2430
Howard Capital Management
Georgia
$202K +$202K +1,235 New
GI
2431
GLOBALT Investments
Georgia
$202K +$202K +1,235 New
RFG
2432
RFP Financial Group
Georgia
$202K
WA
2433
Wealthstream Advisors
New York
$201K -$119K -728 -37%
NCM
2434
Northwest Capital Management
Oregon
$201K +$9.65K +59 +5%
LTAS
2435
Linden Thomas Advisory Services
North Carolina
$201K +$201K +1,229 New
LGG
2436
Luts & Greenleigh Group
Maryland
$201K +$201K +1,227 New
JBA
2437
Johnson Bixby & Associates
Washington
$200K +$200K +1,223 New
CH
2438
Canton Hathaway
Rhode Island
$200K +$164K +1,000 +452%
FRA
2439
Front Row Advisors
California
$196K -$16.4K -100 -8%
RS
2440
Rakuten Securities
Japan
$196K +$196K +1,197 New
HCM
2441
Hollencrest Capital Management
California
$195K +$7.36K +45 +4%
AGWCA
2442
Annis Gardner Whiting Capital Advisors
Florida
$195K
ECM
2443
Elgethun Capital Management
South Dakota
$193K +$1.96K +12 +1%
FWM
2444
FSA Wealth Management
Massachusetts
$193K +$193K +1,183 New
QAM
2445
Q3 Asset Management
Michigan
$189K +$189K +1,158 New
SFA
2446
Semmax Financial Advisors
North Carolina
$188K +$927 +5 +0.5%
FCMT
2447
Founders Capital Management (Texas)
Texas
$188K
CTC
2448
Cetera Trust Company
Minnesota
$185K +$185K +1,132 New
BGAI
2449
Bruce G. Allen Investments
Colorado
$182K +$182K +1,114 New
PVH
2450
Psagot Value Holdings
Israel
$182K +$24.5K +150 +16%