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
Name Holding Trade Value Shares
Change
Shares
Change %
LIP
2651
Liontrust Investment Partners
United Kingdom
$44.8K -$35.1K -203 -44%
LOIP
2652
Live Oak Investment Partners
Texas
$44.1K
AWM
2653
Activest Wealth Management
Florida
$42.6K +$346 +2 +0.8%
GLR
2654
Great Lakes Retirement
Ohio
$40K +$40K +231 New
MBFW
2655
Morton Brown Family Wealth
Pennsylvania
$39.5K -$1.85K -10 -4%
WWM
2656
Wolff Wiese Magana
California
$38.4K +$10.4K +60 +37%
WPA
2657
West Paces Advisors
Georgia
$38.2K -$8.99K -52 -19%
KC
2658
Kepos Capital
New York
$38K +$1.21K +7 +3%
GG
2659
Gleason Group
Kentucky
$37K +$346 +2 +0.9%
OLVIG
2660
Oliver Lagore Vanvalin Investment Group
Michigan
$36.3K +$36.3K +210 New
RTL
2661
Red Tortoise LLC
Georgia
$35K -$1.73K -10 -5%
LG
2662
LAM Group
Oregon
$34.9K
CFM
2663
Catalyst Funds Management
Australia
$34.6K -$1.61M -9,300 -98%
IA
2664
IFS Advisors
Kansas
$34.1K
JEST
2665
JTC Employer Solutions Trustee
Jersey
$34K
DCM
2666
Davis Capital Management
Florida
$32.6K
LI
2667
Louisbourg Investments
New Brunswick, Canada
$32.5K
ETS
2668
ESL Trust Services
New York
$30.4K +$5.19K +30 +21%
NMM
2669
Naples Money Management
Florida
$29.8K
PPA
2670
Painted Porch Advisors
California
$28.9K +$28.9K +167 New
FIM
2671
FWL Investment Management
Texas
$28.5K -$23.9K -138 -46%
MSWM
2672
Mowery & Schoenfeld Wealth Management
Illinois
$28.2K
BSC
2673
Brown Shipley & Co
United Kingdom
$28K
FP
2674
Financial Perspectives
Minnesota
$27.7K
HCA
2675
Heck Capital Advisors
Wisconsin
$26.8K