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 %
SFA
2526
Semmax Financial Advisors
North Carolina
$196K +$193 +1 +0.1%
CTC
2527
Cetera Trust Company
Minnesota
$196K
GWSA
2528
Global Wealth Strategies & Associates
Colorado
$196K +$12.5K +72 +7%
SA
2529
SRH Advisors
Kansas
$190K
TSWM
2530
Tyler-Stone Wealth Management
Ohio
$190K
UHC
2531
Union Heritage Capital
Michigan
$185K
CPG
2532
Cornerstone Planning Group
New Jersey
$183K +$106K +576 +136%
NI
2533
NCP Inc
California
$182K
GKIM
2534
GW&K Investment Management
Massachusetts
$175K +$8.97K +52 +5%
PCWA
2535
Pacific Capital Wealth Advisors
California
$174K +$22.5K +130 +15%
FIA
2536
FNY Investment Advisers
New York
$174K +$138K +798 +380%
OSNBOA
2537
Old Second National Bank of Aurora
Illinois
$173K -$145K -836 -46%
KC
2538
Knuff & Co
California
$173K
HI
2539
Hoey Investments
Pennsylvania
$172K -$8.65K -50 -5%
RDFA
2540
Ritter Daniher Financial Advisory
Ohio
$170K
LWA
2541
Lowe Wealth Advisors
Maryland
$169K
IHWM
2542
Iron Horse Wealth Management
Iowa
$168K +$51.9K +300 +45%
LTI
2543
Laffer Tengler Investments
Tennessee
$166K +$519 +3 +0.3%
KA
2544
Kozak & Associates
Colorado
$166K +$1.58K +9 +1%
FFL
2545
Financial Freedom LLC
Ohio
$164K +$1.38K +8 +0.8%
MME
2546
Meag Munich Ergo
Germany
$163K -$1.62M -9,358 -91%
HCM
2547
Hollencrest Capital Management
California
$162K +$42.2K +244 +35%
YDMI
2548
Y.D. More Investments
Israel
$161K +$92.2K +533 +133%
AWM
2549
Atticus Wealth Management
Florida
$161K -$98.7K -571 -38%
TLA
2550
Tanglewood Legacy Advisors
Texas
$161K