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 %
CL
2551
CIM LLC
New York
$210K -$22.9K -120 -10%
TSWM
2552
Tyler-Stone Wealth Management
Ohio
$209K +$61.5K +322 +42%
SIC
2553
Shoker Investment Counsel
Ohio
$209K +$209K +1,101 New
NWM
2554
Northwest Wealth Management
Iowa
$209K -$31.1K -163 -13%
LSC
2555
Lesa Sroufe & Co
Washington
$209K +$209K +1,095 New
PIMG
2556
Patriot Investment Management Group
Tennessee
$209K +$209K +1,094 New
CFP
2557
Cypress Financial Planning
New Jersey
$209K +$209K +1,093 New
LWM
2558
LJI Wealth Management
Indiana
$208K +$208K +1,090 New
GL
2559
Gerber LLC
Ohio
$207K +$207K +1,086 New
AIC
2560
Argus Investors Counsel
New York
$207K +$207K +1,085 New
DA
2561
Doliver Advisors
Texas
$207K +$207K +1,084 New
SCM
2562
Spreng Capital Management
Ohio
$206K +$206K +1,081 New
PD
2563
Planning Directions
Pennsylvania
$206K +$206K +1,079 New
FHWM
2564
Fox Hill Wealth Management
Massachusetts
$206K +$206K +1,076 New
PK
2565
Pflug Koory
Nebraska
$205K
GFG
2566
Goldstone Financial Group
Illinois
$205K +$205K +1,072 New
WDL
2567
Well Done LLC
Michigan
$205K -$73.3K -384 -26%
CD
2568
Chapin Davis
Maryland
$205K +$205K +1,071 New
UHC
2569
Union Heritage Capital
Michigan
$204K +$204K +1,070 New
PAG
2570
Powers Advisory Group
Illinois
$204K +$204K +1,066 New
RC
2571
Rovin Capital
Arizona
$203K +$203K +1,064 New
RFG
2572
RFP Financial Group
Georgia
$203K -$32.7K -171 -14%
GWSA
2573
Global Wealth Strategies & Associates
Colorado
$202K
LP
2574
LGL Partners
Pennsylvania
$202K +$202K +1,057 New
TCMP
2575
Thrive Capital Management (Pennsylvania)
Pennsylvania
$201K -$46.6K -244 -19%