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 %
GIA
351
GHP Investment Advisors
Colorado
$14.5M +$167K +873 +1%
ECM
352
Estabrook Capital Management
New York
$14.4M -$443K -2,321 -3%
Macquarie Group
353
Macquarie Group
Australia
$14.4M -$143K -748 -1%
DPAM
354
Degroof Petercam Asset Management
Belgium
$14.2M
BHWM
355
Bar Harbor Wealth Management
New Hampshire
$14.1M +$616K +3,227 +5%
Man Group
356
Man Group
United Kingdom
$14M +$4.51M +23,629 +48%
JC
357
Jacobs & Co
California
$14M -$247K -1,294 -2%
CIC
358
Canal Insurance Company
South Carolina
$13.9M
SWM
359
Stockman Wealth Management
Montana
$13.9M -$807K -4,226 -5%
OC
360
Oppenheimer & Co
New York
$13.9M +$2.87M +15,008 +26%
GHAM
361
Gilman Hill Asset Management
Connecticut
$13.8M -$739K -3,868 -5%
USCWA
362
U.S. Capital Wealth Advisors
Texas
$13.8M -$657K -3,442 -5%
BMCM
363
Bryn Mawr Capital Management
Pennsylvania
$13.7M -$1.39M -6,498 -9%
Bessemer Group
364
Bessemer Group
New Jersey
$13.6M +$3.27M +17,144 +32%
UCFA
365
United Capital Financial Advisors
Texas
$13.6M -$353K -1,851 -3%
VPIM
366
Vanguard Personalized Indexing Management
California
$13.4M +$4M +20,925 +43%
SI
367
Stephens Inc
Arkansas
$13.4M -$21.8K -114 -0.2%
BRWA
368
B. Riley Wealth Advisors
Florida
$13.3M +$1.61M +11,497 +14%
CM
369
Churchill Management
California
$13.3M -$119K -623 -0.9%
KRS
370
Kentucky Retirement Systems
Kentucky
$13.3M -$682K -3,570 -5%
OGC
371
Oak Grove Capital
New Hampshire
$13.3M +$5.14M +26,905 +63%
TRCT
372
Tower Research Capital (TRC)
New York
$13.1M -$15.8M -82,993 -55%
BWL
373
Bogart Wealth LLC
Virginia
$13M -$114K -599 -0.9%
Massachusetts Financial Services
374
Massachusetts Financial Services
Massachusetts
$13M +$13M +68,034 New
FSA
375
Franklin Street Advisors
North Carolina
$13M -$675K -3,536 -5%