2,786 hedge funds and large institutions have $104B invested in IBM in 2024 Q1 according to their latest regulatory filings, with 262 funds opening new positions, 1,099 increasing their positions, 1,088 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,786
Holders Change
+122
Holders Change %
+4.58%
% of All Funds
40.39%
Holding in Top 10
69
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.99%
% of All Funds
1%
New
262
Increased
1,099
Reduced
1,088
Closed
100
Calls
$3.73B
Puts
$2.97B
Net Calls
+$758M
Net Calls Change
+$437M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
2476
Evermay Wealth Management
Virginia
$232K +$106K +553 +83%
C
2477
Covestor
United Kingdom
$232K +$47.3K +248 +26%
FA
2478
Fountainhead AM
New Jersey
$232K -$47.7K -250 -17%
FA
2479
FDx Advisors
Illinois
$231K -$366K -1,915 -61%
EE
2480
EWG Elevate
California
$231K +$231K +1,210 New
IAP
2481
Indie Asset Partners
Indiana
$231K +$231K +1,209 New
CP
2482
Canopy Partners
Ohio
$230K +$230K +1,203 New
SAMC
2483
Spectrum Asset Management (California)
California
$229K +$229K +1,200 New
MAM
2484
Montchanin Asset Management
Delaware
$229K +$229K +1,200 New
KFG
2485
Kingdom Financial Group
Arizona
$229K -$15.3K -80 -6%
FAG
2486
Financial Advisory Group
Texas
$229K -$15.3K -80 -6%
AWG
2487
Altus Wealth Group
Colorado
$229K +$229K +1,198 New
SPWM
2488
Schrum Private Wealth Management
Florida
$229K +$229K +1,197 New
AHL
2489
Abel Hall LLC
Louisiana
$228K +$228K +1,196 New
VBFG
2490
Vishria Bird Financial Group
Tennessee
$228K +$228K +1,194 New
ADBIC
2491
A.D. Beadell Investment Counsel
Wisconsin
$228K +$228K +1,197 New
VIP
2492
Vista Investment Partners
Oklahoma
$228K -$49.7K -260 -18%
DFG
2493
Dupree Financial Group
Kentucky
$228K +$228K +1,193 New
ICM
2494
IMS Capital Management
Oregon
$227K -$43.5K -228 -16%
RCM
2495
Rain Capital Management
Oregon
$227K +$227K +1,190 New
AW
2496
Avion Wealth
Texas
$227K +$42.3K +221 +23%
BWM
2497
BCS Wealth Management
Tennessee
$227K +$227K +1,188 New
ECM
2498
Elgethun Capital Management
South Dakota
$227K +$1.9K +10 +0.8%
GWWM
2499
Great Waters Wealth Management
Minnesota
$227K +$227K +1,187 New
GWA
2500
Geometric Wealth Advisors
District of Columbia
$226K +$226K +1,182 New