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 %
LG
2701
LAM Group
Oregon
$38.6K
JEST
2702
JTC Employer Solutions Trustee
Jersey
$38K
FSWA
2703
Financial Synergies Wealth Advisors
Texas
$37.9K +$23.5K +123 +164%
IA
2704
IFS Advisors
Kansas
$37.6K
QL
2705
Quarry LP
New York
$37K +$11.6K +61 +46%
BFP
2706
Briaud Financial Planning
Texas
$36K +$36K +184 New
LI
2707
Louisbourg Investments
New Brunswick, Canada
$35.9K
SWS
2708
SYSTM Wealth Solutions
Illinois
$35.5K +$382 +2 +1%
CAM
2709
Creekmur Asset Management
Illinois
$35.5K +$1.34K +7 +4%
DCM
2710
Davis Capital Management
Florida
$35.3K
SOW
2711
State of Wyoming
Wyoming
$32.8K +$32.8K +172 New
NMM
2712
Naples Money Management
Florida
$32.5K
MSWM
2713
Mowery & Schoenfeld Wealth Management
Illinois
$31.1K
WWM
2714
Wolff Wiese Magana
California
$30.9K
BSC
2715
Brown Shipley & Co
United Kingdom
$30.8K
FP
2716
Financial Perspectives
Minnesota
$30.6K -$382 -2 -1%
HCA
2717
Heck Capital Advisors
Wisconsin
$29.6K
GCM
2718
Gables Capital Management
Florida
$28.6K
VLKIM
2719
Van Lanschot Kempen Investment Management
Netherlands
$28.1K -$6.11K -32 -18%
ETS
2720
ESL Trust Services
New York
$27.9K +$27.9K +146 New
RL
2721
Rogco LP
Oklahoma
$27.7K -$9.55K -50 -26%
HCM
2722
Horrell Capital Management
Arkansas
$27K
ACA
2723
American Capital Advisory
Idaho
$26.6K +$11.4K +87 +75%
DFA
2724
DHJJ Financial Advisors
Illinois
$26.5K
PPC
2725
Park Place Capital
Alabama
$26K +$1.53K +8 +6%