2,787 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, 1,089 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,787
Holders Change
+122
Holders Change %
+4.58%
% of All Funds
40.4%
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
1,089
Closed
100
Calls
$3.73B
Puts
$2.97B
Net Calls
+$758M
Net Calls Change
+$437M
Name Holding Trade Value Shares
Change
Shares
Change %
SIMG
301
Sonora Investment Management Group
Arizona
$19.5M +$486K +2,543 +3%
SIS
302
Sound Income Strategies
Florida
$19.3M -$2.71M -14,212 -12%
WIC
303
Wilkins Investment Counsel
Massachusetts
$19.1M +$6.89M +36,087 +56%
MYAM
304
Meiji Yasuda Asset Management
Japan
$19.1M -$11.3M -59,112 -37%
TIAA Trust, National Association
305
TIAA Trust, National Association
North Carolina
$19M +$656K +3,436 +4%
VV
306
Verity & Verity
South Carolina
$19M -$5.5M -28,795 -22%
SOADOR
307
State of Alaska Department of Revenue
Alaska
$19M +$125K +655 +0.7%
SGK
308
Steigerwald Gordon & Koch
Virginia
$18.3M +$253K +1,324 +1%
SCM
309
SKBA Capital Management
California
$18.3M -$2.23M -11,655 -11%
Focus Partners Wealth
310
Focus Partners Wealth
Massachusetts
$18M +$6.43M +33,654 +55%
ASC
311
Atalanta Sosnoff Capital
New York
$18M +$489K +2,559 +3%
EAM
312
Eagle Asset Management
Florida
$17.7M +$3.97M +20,904 +29%
Wealthfront Advisers
313
Wealthfront Advisers
California
$17.7M +$1.17M +6,107 +7%
WB
314
WesBanco Bank
West Virginia
$17.6M +$1.42M +7,428 +9%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$17.4M -$196K -1,026 -1%
SF
316
Synovus Financial
Georgia
$17.3M -$116K -607 -0.7%
BWP
317
Baldwin Wealth Partners
Massachusetts
$17.2M -$19.1K -100 -0.1%
PI
318
PineBridge Investments
New York
$17.1M +$5.7M +29,829 +50%
SPIA
319
Steward Partners Investment Advisory
New York
$17.1M -$1.55M -8,122 -8%
UB
320
UMB Bank
Missouri
$16.9M -$30.7M -160,892 -65%
SCM
321
Shelton Capital Management
Colorado
$16.8M -$1.51M -7,899 -8%
Westfield Capital Management
322
Westfield Capital Management
Massachusetts
$16.7M -$922K -4,828 -5%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$16.6M -$708K -3,705 -4%
SFA
324
Sequoia Financial Advisors
Ohio
$16.4M -$193K -1,010 -1%
TNBTD
325
Trustmark National Bank Trust Department
Mississippi
$16.4M -$246K -1,288 -1%