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 %
MWA
2701
MFA Wealth Advisors
Pennsylvania
$15.2K +$15.2K +88 New
FC
2702
Family CFO
California
$14K +$173 +1 +1%
HFS
2703
Horizon Financial Services
North Carolina
$13.8K
WAS
2704
Winch Advisory Services
Wisconsin
$13.8K +$173 +1 +1%
AIM
2705
Arcadia Investment Management
Michigan
$13K
CCMI
2706
Creative Capital Management Investments
California
$12.8K -$22.5K -130 -64%
MSFP
2707
Mark Sheptoff Financial Planning
Connecticut
$12.8K
TC
2708
Tacita Capital
Ontario, Canada
$12.1K
MTC
2709
Matrix Trust Company
Colorado
$12K +$6.17K +36 +106%
GWM
2710
Guardian Wealth Management
Illinois
$11.9K
TCA
2711
Trifecta Capital Advisors
Illinois
$9.69K
VWA
2712
Valued Wealth Advisors
Utah
$9.34K +$2.25K +13 +32%
RWA
2713
Redmont Wealth Advisors
Illinois
$9.17K
BCA
2714
Bray Capital Advisors
Florida
$8.65K
RAM
2715
Ramirez Asset Management
New York
$8.65K
FG
2716
Fairman Group
Pennsylvania
$8.13K
HF
2717
Halpern Financial
Virginia
$8.13K -$8.82K -51 -52%
WCM
2718
Westend Capital Management
California
$7K -$700 -4 -9%
HWM
2719
Horizons Wealth Management
North Carolina
$6.41K
GPFA
2720
Game Plan Financial Advisors
Ohio
$6.4K
PS
2721
PayPay Securities
Japan
$6.23K +$173 +1 +3%
TWD
2722
True Wealth Design
Ohio
$5.36K -$8.82K -51 -62%
CI
2723
Cordant Inc
Oregon
$5.19K
TCCM
2724
Timber Creek Capital Management
Massachusetts
$5.19K -$11.2K -65 -68%
CPG
2725
Custom Portfolio Group
Colorado
$3.46K