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 %
EPW
2601
Evergreen Private Wealth
Colorado
$159K
CWM
2602
Compass Wealth Management
Connecticut
$158K
KA
2603
Kozak & Associates
Colorado
$158K -$1.86K -11 -1%
BG
2604
Bollard Group
Massachusetts
$153K
MCM
2605
MidAtlantic Capital Management
Virginia
$146K
MAM
2606
Marquette Asset Management
Minnesota
$145K -$38.2K -200 -21%
CSWM
2607
Cassady Schiller Wealth Management
Ohio
$142K +$78.7K +412 +125%
FIM
2608
Fernwood Investment Management
Massachusetts
$142K +$142K +741 New
BHWM
2609
Beaird Harris Wealth Management
Texas
$141K +$54.2K +284 +62%
WIM
2610
Westside Investment Management
California
$141K
MSG
2611
Main Street Group
Virginia
$140K +$4.75K +25 +4%
HWM
2612
HighMark Wealth Management
Minnesota
$140K +$3.63K +19 +3%
NIC
2613
Northwest Investment Counselors
Oregon
$136K +$136K +712 New
FFA
2614
Frazier Financial Advisors
Ohio
$136K +$2.48K +13 +2%
HCM
2615
Hollencrest Capital Management
California
$132K -$95.2K -499 -42%
SAM
2616
S.A. Mason
Michigan
$130K +$4.01K +21 +3%
AWM
2617
Abound Wealth Management
Tennessee
$130K +$5.53K +29 +4%
IHWM
2618
Iron Horse Wealth Management
Iowa
$128K
KWAG
2619
Kiely Wealth Advisory Group
North Carolina
$126K
SWM
2620
Sanctuary Wealth Management
Idaho
$125K
NCTC
2621
New Covenant Trust Company
Indiana
$125K +$125K +657 New
VAMG
2622
Voisard Asset Management Group
Michigan
$124K
PIS
2623
POM Investment Strategies
North Carolina
$124K +$72K +377 +139%
PWMG
2624
Private Wealth Management Group
New Jersey
$124K -$4.97K -26 -4%
WIA
2625
Wetzel Investment Advisors
Indiana
$119K +$4.36K +24 +4%