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 %
MYLI
2501
Meiji Yasuda Life Insurance
Japan
$226K +$226K +1,181 New
CPBTD
2502
Central Pacific Bank - Trust Division
Hawaii
$226K +$226K +1,188 New
GA
2503
Goldstein Advisors
Wisconsin
$225K +$225K +1,178 New
BCM
2504
Brown Capital Management
Maryland
$224K +$224K +1,175 New
CASC
2505
Coppell Advisory Solutions Corp
Texas
$224K +$224K +1,173 New
PFA
2506
Professional Financial Advisors
Nebraska
$224K +$224K +1,172 New
SIG
2507
Spinnaker Investment Group
California
$224K +$224K +1,172 New
WAM
2508
Walker Asset Management
Missouri
$224K +$224K +1,171 New
DWG
2509
Darden Wealth Group
Michigan
$223K +$223K +1,170 New
T
2510
TNF
Montana
$223K
BFA
2511
Beacon Financial Advisory
Ohio
$222K -$944K -4,942 -81%
BWP
2512
Bernardo Wealth Planning
Pennsylvania
$222K +$222K +1,163 New
OP
2513
ORG Partners
Indiana
$222K -$2.78M -14,631 -93%
RW
2514
RVW Wealth
California
$222K +$222K +1,162 New
CFCI
2515
Comprehensive Financial Consultants Institutional
Indiana
$222K +$222K +1,161 New
TCM
2516
TruNorth Capital Management
Michigan
$221K +$221K +1,159 New
ZIMP
2517
Zimmermann Investment Management & Planning
Pennsylvania
$221K -$28.4K -149 -11%
DA
2518
Dillon & Associates
Michigan
$220K +$220K +1,152 New
NCMW
2519
Northern Capital Management (Washington)
Washington
$220K +$220K +1,151 New
PSFG
2520
Prairie Sky Financial Group
Illinois
$220K +$220K +1,150 New
FCMT
2521
Founders Capital Management (Texas)
Texas
$220K
EGWAG
2522
Elwood & Goetz Wealth Advisory Group
Georgia
$220K +$220K +1,150 New
BLAM
2523
Bourne Lent Asset Management
New York
$220K +$220K +1,150 New
GAM
2524
Gemmer Asset Management
California
$220K +$220K +1,150 New
DWMS
2525
Dominguez Wealth Management Solutions
Virginia
$219K +$219K +1,148 New