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 %
JPWM
2576
Jamison Private Wealth Management
Georgia
$201K +$1.53K +8 +0.8%
JFL
2577
Jarislowsky, Fraser Ltd
Quebec, Canada
$201K -$277K -1,450 -58%
NI
2578
NCP Inc
California
$201K +$201K +1,050 New
HI
2579
Hoey Investments
Pennsylvania
$199K -$124K -651 -38%
FFC
2580
First Financial Corp
Indiana
$195K
BGAI
2581
Bruce G. Allen Investments
Colorado
$194K -$18.3K -96 -9%
RG
2582
Retirement Group
California
$192K +$9.35K +49 +5%
LFA
2583
LGT Financial Advisors
Texas
$191K
KC
2584
Knuff & Co
California
$191K +$191K +1,000 New
RDFA
2585
Ritter Daniher Financial Advisory
Ohio
$187K
LWA
2586
Lowe Wealth Advisors
Maryland
$187K
GKIM
2587
GW&K Investment Management
Massachusetts
$184K +$37.3K +195 +25%
LTI
2588
Laffer Tengler Investments
Tennessee
$183K +$2.48K +13 +1%
CTWM
2589
Cherry Tree Wealth Management
Minnesota
$181K +$18.5K +97 +11%
NCM
2590
Northwest Capital Management
Oregon
$181K -$53.7K -281 -23%
SHIM
2591
Stone House Investment Management
Pennsylvania
$180K +$133K +696 +282%
FFL
2592
Financial Freedom LLC
Ohio
$180K +$1.53K +8 +0.9%
IWA
2593
Icon Wealth Advisors
Texas
$179K -$460K -2,407 -72%
TLA
2594
Tanglewood Legacy Advisors
Texas
$178K
AT
2595
Arlington Trust
Alabama
$175K -$24.3K -127 -12%
SFA
2596
Semmax Financial Advisors
North Carolina
$172K +$169 +1 +0.1%
BL
2597
BFSG LLC
California
$168K
PCWA
2598
Pacific Capital Wealth Advisors
California
$168K +$2.29K +12 +1%
CPA
2599
Clear Point Advisors
New York
$167K
FFWA
2600
FRG Family Wealth Advisors
Washington
$163K +$163K +978 New