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 %
CTA
2451
Colonial Trust Advisors
South Carolina
$181K -$95.7K -585 -35%
SA
2452
SRH Advisors
Kansas
$180K
TFIPS
2453
Towarzystwo Funduszy Inwestycyjnych PZU SA
$178K +$178K +1,090 New
HWA
2454
HHM Wealth Advisors
Tennessee
$178K +$31.1K +190 +21%
PK
2455
Pflug Koory
Nebraska
$176K
GWSA
2456
Global Wealth Strategies & Associates
Colorado
$173K +$1.64K +10 +1%
TCWA
2457
Turtle Creek Wealth Advisors
Texas
$172K +$172K +1,053 New
JPWM
2458
Jamison Private Wealth Management
Georgia
$171K +$1.31K +8 +0.8%
GWSG
2459
GPS Wealth Strategies Group
Colorado
$171K +$20.6K +126 +14%
AT
2460
Arlington Trust
Alabama
$171K +$142K +870 +503%
RA
2461
Rise Advisors
New York
$168K -$6.54K -40 -4%
FFC
2462
First Financial Corp
Indiana
$167K +$65.4K +400 +64%
PIM
2463
Plato Investment Management
Australia
$167K +$167K +1,021 New
LFA
2464
LGT Financial Advisors
Texas
$164K -$2.78K -17 -2%
RDFA
2465
Ritter Daniher Financial Advisory
Ohio
$160K
LWA
2466
Lowe Wealth Advisors
Maryland
$160K
C
2467
Covestor
United Kingdom
$159K -$7.06K -43 -4%
AW
2468
Avion Wealth
Texas
$158K +$9.18K +56 +6%
KA
2469
Kozak & Associates
Colorado
$158K -$50.9K -305 -24%
MAM
2470
Marquette Asset Management
Minnesota
$157K -$17.7K -108 -10%
RG
2471
Retirement Group
California
$156K -$46.3K -283 -23%
LTI
2472
Laffer Tengler Investments
Tennessee
$154K
FFL
2473
Financial Freedom LLC
Ohio
$153K -$21.1K -129 -12%
TLA
2474
Tanglewood Legacy Advisors
Texas
$152K -$110K -670 -42%
BL
2475
BFSG LLC
California
$144K +$144K +880 New