2,663 hedge funds and large institutions have $90.7B invested in IBM in 2023 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 971 increasing their positions, 1,049 reducing their positions, and 89 closing their positions.

Holders
2,663
Holders Change
+216
Holders Change %
+8.83%
% of All Funds
39.05%
Holding in Top 10
67
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+26.42%
% of All Funds
0.98%
New
340
Increased
971
Reduced
1,049
Closed
89
Calls
$2.78B
Puts
$2.46B
Net Calls
+$320M
Net Calls Change
+$147M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.5B 82,605,859 +529,664 +0.6%
BlackRock
2
BlackRock
New York
$12.3B 75,480,869 +2,277,404 +3%
State Street
3
State Street
Massachusetts
$8.99B 54,961,927 +281,325 +0.5%
Morgan Stanley
4
Morgan Stanley
New York
$4.83B 29,533,172 +13,275,383 +82%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.07B 18,801,054 +1,238,952 +7%
Bank of America
6
Bank of America
North Carolina
$2.57B 15,683,460 +188,961 +1%
Northern Trust
7
Northern Trust
Illinois
$1.58B 9,651,413 -319,261 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.45B 8,859,042 +167,673 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.37B 8,380,315 +233,458 +3%
Amundi
10
Amundi
France
$1.34B 8,346,631 +451,178 +6%
Ameriprise
11
Ameriprise
Minnesota
$1.3B 7,971,221 +71,290 +0.9%
Legal & General Group
12
Legal & General Group
United Kingdom
$1.07B 6,517,977 +110,104 +2%
Charles Schwab
13
Charles Schwab
California
$1.05B 6,465,214 +61,028 +1%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$1.04B 6,357,047 +11,205 +0.2%
Norges Bank
15
Norges Bank
Norway
$1.02B 6,230,566 -2,100,275 -25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$908M 5,554,513 +668,257 +14%
UBS AM
17
UBS AM
Illinois
$899M 5,497,091 +127,835 +2%
Goldman Sachs
18
Goldman Sachs
New York
$887M 5,424,225 +914,876 +20%
Invesco
19
Invesco
Georgia
$739M 4,521,338 +149,606 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$736M 4,500,184 +97,482 +2%
Wells Fargo
21
Wells Fargo
California
$704M 4,304,393 -10,371 -0.2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$663M 4,054,702 -1,155,960 -22%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$608M 3,717,834 -61,766 -2%
Barclays
24
Barclays
United Kingdom
$594M 3,632,210 +936,440 +35%
Deutsche Bank
25
Deutsche Bank
Germany
$541M 3,307,792 +711,266 +27%