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 %
SFS
2526
Searcy Financial Services
Kansas
$219K +$219K +1,148 New
TC
2527
TAGStone Capital
North Carolina
$219K +$219K +1,148 New
JCM
2528
Jacobsen Capital Management
Utah
$219K +$219K +1,145 New
CNWM
2529
Clay Northam Wealth Management
California
$218K +$218K +1,144 New
SSW
2530
Stone Summit Wealth
Florida
$218K +$218K +1,143 New
TTWM
2531
TCV Trust & Wealth Management
Virginia
$218K +$218K +1,141 New
SC
2532
Schoolcraft Capital
Colorado
$217K +$217K +1,137 New
CTC
2533
Cetera Trust Company
Minnesota
$216K
NEPPG
2534
New England Professional Planning Group
Rhode Island
$216K +$216K +1,129 New
AFG
2535
Altiora Financial Group
Ohio
$215K +$215K +1,128 New
MAA
2536
Matrix Asset Advisors
New York
$213K -$64.5K -338 -23%
MPI
2537
Mairs & Power Inc
Minnesota
$213K -$35.3K -185 -14%
AFWM
2538
Abich Financial Wealth Management
Virginia
$213K +$61.1K +320 +40%
CCM
2539
Carlson Capital Management
Minnesota
$212K -$813K -4,258 -79%
OKSA
2540
O'Keefe Stevens Advisory
New York
$212K +$212K +1,110 New
ES
2541
Eagle Strategies
New York
$212K -$263K -1,378 -55%
MCCA
2542
Mill Creek Capital Advisors
Pennsylvania
$212K -$37.4K -196 -15%
CWM
2543
Calamos Wealth Management
Illinois
$211K -$172K -900 -45%
SIM
2544
Stratos Investment Management
Ohio
$211K -$395K -2,068 -65%
SL
2545
Sentinus LLC
Illinois
$211K +$211K +1,105 New
HWA
2546
HHM Wealth Advisors
Tennessee
$210K +$2.86K +15 +1%
SA
2547
SRH Advisors
Kansas
$210K
VFG
2548
V2 Financial group
Illinois
$210K +$210K +1,100 New
IA
2549
IAM Advisory
Pennsylvania
$210K +$210K +1,099 New
VC
2550
Veery Capital
Delaware
$210K +$210K +1,098 New