2,738 hedge funds and large institutions have $94.8B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,187 increasing their positions, 999 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,738
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.82%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
152
Increased
1,187
Reduced
999
Closed
163
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
2476
Beaird Harris Wealth Management
Texas
$214K +$85.8K +496 +67%
GI
2477
GLOBALT Investments
Georgia
$214K
AWG
2478
Altus Wealth Group
Colorado
$213K +$6.23K +36 +3%
HWA
2479
HHM Wealth Advisors
Tennessee
$213K +$22.8K +132 +12%
RGF
2480
Retirement Guys Formula
Ohio
$213K +$213K +1,229 New
MPW
2481
Monterey Private Wealth
California
$212K +$1.56K +9 +0.7%
LCM
2482
Liberty Capital Management
Michigan
$212K
CBFP
2483
Cedar Brook Financial Partners
Ohio
$212K -$1.21M -7,023 -85%
JBA
2484
Johnson Bixby & Associates
Washington
$211K -$346 -2 -0.2%
GFG
2485
Goldstone Financial Group
Illinois
$211K +$25.8K +149 +14%
DFG
2486
Dupree Financial Group
Kentucky
$211K +$4.67K +27 +2%
VFG
2487
V2 Financial group
Illinois
$211K
RFG
2488
RFP Financial Group
Georgia
$210K +$26.8K +155 +15%
HCP
2489
Hardin Capital Partners
South Carolina
$210K +$210K +1,215 New
CMP
2490
Coston McIsaac & Partners
Maine
$210K -$2.42K -14 -1%
EA
2491
Everpar Advisors
Oklahoma
$210K +$210K +1,214 New
BTIM
2492
BancFirst Trust & Investment Management
Oklahoma
$209K +$209K +1,226 New
CCT
2493
Chemung Canal Trust
New York
$209K -$18K -104 -8%
BBA
2494
Braun-Bostich & Associates
Pennsylvania
$209K +$209K +1,210 New
LCC
2495
Lincoln Capital Corp
Rhode Island
$209K +$209K +1,210 New
ICM
2496
IMS Capital Management
Oregon
$209K -$24.1K -123 -10%
SPWM
2497
Schrum Private Wealth Management
Florida
$209K +$1.9K +11 +0.9%
1IA
2498
1834 Investment Advisors
Wisconsin
$209K -$132K -766 -39%
ECM
2499
Elgethun Capital Management
South Dakota
$208K +$2.08K +12 +1%
MAM
2500
Montchanin Asset Management
Delaware
$208K