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 %
CWA
2851
CM Wealth Advisors
Ohio
-$275K -1,683 Closed
APWA
2852
Atlas Private Wealth Advisors
New Jersey
-$270K -1,652 Closed
VI
2853
Versor Investments
New York
-$247K -1,511 Closed
PAIM
2854
Punch & Associates Investment Management
Minnesota
-$244K -1,492 Closed
OWA
2855
Octavia Wealth Advisors
Ohio
-$244K -1,490 Closed
TFM
2856
Trademark Financial Management
Minnesota
-$243K -1,487 Closed
ICM
2857
Intrepid Capital Management
Florida
-$238K -1,453 Closed
SA
2858
Strategic Advocates
Utah
-$237K -1,450 Closed
BBW
2859
Blue Barn Wealth
Utah
-$224K -1,367 Closed
LCC
2860
Lincoln Capital Corp
Rhode Island
-$223K -1,365 Closed
SCM
2861
Sollinda Capital Management
Florida
-$220K -1,346 Closed
SWP
2862
Semus Wealth Partners
Florida
-$207K -1,268 Closed
HCM
2863
Howard Capital Management
Georgia
-$202K -1,235 Closed
PVH
2864
Psagot Value Holdings
Israel
-$182K -1,115 Closed
TCWA
2865
Turtle Creek Wealth Advisors
Texas
-$172K -1,053 Closed
SA
2866
Scarborough Advisors
Maryland
-$143K -874 Closed
FSCM
2867
Front Street Capital Management
Montana
-$131K -800 Closed
LPP
2868
Life Planning Partners
Florida
-$122K -745 Closed
A
2869
AJOVista
Massachusetts
-$119K -726 Closed
ODG
2870
O'Dell Group
Ohio
-$118K -719 Closed
AP
2871
Arlington Partners
Alabama
-$101K -616 Closed
AS
2872
Altshuler Shaham
Israel
-$93.4K -571 Closed
MFF
2873
Mango Five Family
Nevada
-$81.8K -500 Closed
MS
2874
Mizuho Securities
Japan
-$76.9K -470 Closed
AWM
2875
Able Wealth Management
New Jersey
-$68.5K -419 Closed