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 %
GA
2676
GoalVest Advisory
New York
$68.4K +$49.3K +258 +258%
CAM
2677
Clarity Asset Management
Iowa
$66.5K +$10.1K +53 +18%
PAG
2678
Paladin Advisory Group
Iowa
$66.1K
RDIA
2679
RE Dickinson Investment Advisors
Iowa
$65K
MFA
2680
McClarren Financial Advisors
Pennsylvania
$65K +$579 +3 +0.9%
T
2681
Tidemark
California
$64.9K
NOI
2682
Newton One Investments
Delaware
$64.6K +$11.7K +61 +22%
RF
2683
Robbins Farley
New Hampshire
$63K -$20.4K -107 -24%
PCFFS
2684
Pacific Center for Financial Services
California
$59.6K
EWP
2685
Elevation Wealth Partners
California
$58.9K +$176 +1 +0.3%
BCPWM
2686
Bradley & Co Private Wealth Management
Florida
$58.2K
KFP
2687
Keener Financial Planning
Texas
$58K
FIM
2688
FWL Investment Management
Texas
$57.9K +$39.7K +208 +219%
W
2689
WealthCollab
Washington
$57.3K +$38.2K +200 +200%
RCM
2690
Richardson Capital Management
Wisconsin
$52.5K -$234K -1,225 -82%
WPA
2691
West Paces Advisors
Georgia
$52.1K +$4.01K +21 +8%
KFS
2692
Kelly Financial Services
Massachusetts
$50.5K -$15.1K -79 -23%
CJ
2693
Caitlin John
Michigan
$50K -$1.72K -9 -3%
AWM
2694
Activest Wealth Management
Florida
$46.5K +$46.5K +244 New
MBFW
2695
Morton Brown Family Wealth
Pennsylvania
$42.6K -$35.1K -184 -45%
VCM
2696
Versant Capital Management
Arizona
$41.5K +$14.7K +77 +55%
KC
2697
Kepos Capital
New York
$41K -$19.2K -100 -32%
RTL
2698
Red Tortoise LLC
Georgia
$40.6K +$2.49K +13 +7%
GG
2699
Gleason Group
Kentucky
$40.5K +$382 +2 +1%
CCMI
2700
Creative Capital Management Investments
California
$39K +$14.1K +74 +57%