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 %
FFC
2551
First Financial Corp
Indiana
$159K -$17.3K -100 -10%
IGWM
2552
ICA Group Wealth Management
Colorado
$159K -$533K -3,082 -77%
BGAI
2553
Bruce G. Allen Investments
Colorado
$156K -$19.9K -115 -11%
BL
2554
BFSG LLC
California
$153K +$865 +5 +0.6%
CPA
2555
Clear Point Advisors
New York
$152K
CTWM
2556
Cherry Tree Wealth Management
Minnesota
$148K -$16.6K -96 -10%
WIM
2557
Westside Investment Management
California
$147K +$14.5K +81 +11%
FPF
2558
First Pacific Financial
Washington
$146K +$144K +834 +7,582%
KWAG
2559
Kiely Wealth Advisory Group
North Carolina
$144K
EPW
2560
Evergreen Private Wealth
Colorado
$144K
MWM
2561
Mascoma Wealth Management
New Hampshire
$144K -$163K -943 -53%
CWM
2562
Compass Wealth Management
Connecticut
$144K
PWMG
2563
Private Wealth Management Group
New Jersey
$141K +$29.2K +169 +26%
BG
2564
Bollard Group
Massachusetts
$138K
CTA
2565
Colonial Trust Advisors
South Carolina
$134K -$98.5K -570 -42%
HWM
2566
HighMark Wealth Management
Minnesota
$131K +$4.67K +27 +4%
MAM
2567
Marquette Asset Management
Minnesota
$131K
FFA
2568
Fairfield Financial Advisors
Massachusetts
$131K +$131K +756 New
MSG
2569
Main Street Group
Virginia
$129K
CSWM
2570
Cassady Schiller Wealth Management
Ohio
$128K
SHIM
2571
Stone House Investment Management
Pennsylvania
$128K -$35.1K -203 -22%
FFA
2572
Frazier Financial Advisors
Ohio
$125K +$1.38K +8 +1%
WBC
2573
West Branch Capital
Massachusetts
$125K +$25.9K +150 +26%
CA
2574
Centerpoint Advisors
Massachusetts
$124K +$34.5K +200 +39%
SAM
2575
S.A. Mason
Michigan
$118K