2,785 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, 1,087 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,785
Holders Change
+122
Holders Change %
+4.58%
% of All Funds
40.38%
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
1,087
Closed
100
Calls
$3.73B
Puts
$2.97B
Net Calls
+$758M
Net Calls Change
+$437M
Name Holding Trade Value Shares
Change
Shares
Change %
BSWA
2751
Bromfield Sneider Wealth Advisors
Massachusetts
$13.7K
TC
2752
Tacita Capital
Ontario, Canada
$13.4K -$6.68K -35 -33%
GWM
2753
Guardian Wealth Management
Illinois
$13.1K
MSFP
2754
Mark Sheptoff Financial Planning
Connecticut
$12.8K
TCA
2755
Trifecta Capital Advisors
Illinois
$10.7K -$573 -3 -5%
RWA
2756
Redmont Wealth Advisors
Illinois
$10.1K +$10.1K +53 New
RG
2757
Richelieu Gestion
France
$10K
BCA
2758
Bray Capital Advisors
Florida
$9.55K
RAM
2759
Ramirez Asset Management
New York
$9.55K
FG
2760
Fairman Group
Pennsylvania
$8.89K +$189 +1 +2%
WCM
2761
Westend Capital Management
California
$8.4K +$8.4K +44 New
VWA
2762
Valued Wealth Advisors
Utah
$7.83K +$955 +5 +14%
MUMSS
2763
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7.07K +$7.07K +37 New
GPFA
2764
Game Plan Financial Advisors
Ohio
$7.07K +$7.07K +37 New
PS
2765
PayPay Securities
Japan
$6.68K -$1.34K -7 -17%
MTC
2766
Matrix Trust Company
Colorado
$6K +$6K +34 New
CI
2767
Cordant Inc
Oregon
$5.73K -$43.2K -226 -88%
HWM
2768
Horizons Wealth Management
North Carolina
$5.72K
DWM
2769
Dogwood Wealth Management
Kansas
$4.79K +$4.79K +25 New
CPG
2770
Custom Portfolio Group
Colorado
$3.82K
MWA
2771
Moser Wealth Advisors
Washington
$3.82K +$3.82K +20 New
LIA
2772
Luken Investment Analytics
Tennessee
$3.06K -$14.3K -75 -82%
AFS
2773
Annapolis Financial Services
Maryland
$2.48K -$76.6K -401 -97%
PPWM
2774
PFG Private Wealth Management
Florida
$2.48K -$1.15K -6 -32%
VWWMG
2775
Vermillion & White Wealth Management Group
Pennsylvania
$2.48K