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IBM
IBM

Overview Fund Activity

2,737 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, 1,186 increasing their positions, 999 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,737
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.81%
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
1,186
Reduced
999
Closed
163
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$345M
2
UBS AM
UBS AM
Illinois
+$313M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$183M
4
Swedbank
Swedbank
Sweden
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$170M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$339M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$212M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$140M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTC
2626
Bank & Trust Company
Illinois
$65K +$65K +376 New
WPWM
2627
Western Pacific Wealth Management
Illinois
$64.9K – – –
EWP
2628
Elevation Wealth Partners
California
$64.6K +$6.74K +39 +12%
PAG
2629
Paladin Advisory Group
Iowa
$60.9K – – –
CAM
2630
Clarity Asset Management
Iowa
$60.8K +$519 +3 +0.9%
SC
2631
Steph & Co
Wisconsin
$59.1K -$212K -1,225 -78%
NOI
2632
Newton One Investments
Delaware
$59.1K +$691 +4 +1%
RDIA
2633
RE Dickinson Investment Advisors
Iowa
$59K – – –
MFA
2634
McClarren Financial Advisors
Pennsylvania
$58K +$1.35K +8 +2%
TWP
2635
Triad Wealth Partners
Kansas
$57.4K +$57.4K +332 New
DMIC
2636
Dixon Mitchell Investment Counsel
British Columbia, Canada
$56.2K -$17.3K -100 -24%
PCFFS
2637
Pacific Center for Financial Services
California
$54K – – –
BCPWM
2638
Bradley & Co Private Wealth Management
Florida
$52.7K – – –
W
2639
WealthCollab
Washington
$51.9K – – –
ATC
2640
Advantage Trust Company
Kansas
$51.9K +$51.9K +300 New
RF
2641
Robbins Farley
New Hampshire
$51.2K -$5.88K -34 -10%
AW
2642
Avion Wealth
Texas
$51K -$153K -889 -75%
KFP
2643
Keener Financial Planning
Texas
$51K – – –
BFP
2644
Briaud Financial Planning
Texas
$49K +$17.3K +100 +54%
SP
2645
SWS Partners
Ohio
$48.2K +$48.2K +278 New
TFGT
2646
TS Financial Group (TSFG)
Illinois
$48K -$16.9K -98 -26%
RCM
2647
Richardson Capital Management
Wisconsin
$47.6K – – –
GA
2648
GoalVest Advisory
New York
$46.4K -$15.6K -90 -25%
KFS
2649
Kelly Financial Services
Massachusetts
$46K +$346 +2 +0.8%
CJ
2650
Caitlin John
Michigan
$45K -$346 -2 -0.8%
104 105
106
107 108