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 %
SRC
401
Shufro Rose & Co
New York
$11.8M +$10M +52,467 +560%
WS
402
Wedbush Securities
California
$11.8M +$1.73M +9,036 +17%
SIG
403
Sargent Investment Group
Maryland
$11.8M -$347K -1,818 -3%
AP
404
Americana Partners
Texas
$11.7M +$103K +538 +0.9%
EF
405
Empowered Funds
Pennsylvania
$11.7M +$6.45M +33,767 +122%
FCI
406
Financial Counselors Inc
Kansas
$11.7M -$72K -377 -0.6%
IIM
407
Intact Investment Management
Quebec, Canada
$11.5M
RIA
408
RPG Investment Advisory
California
$11.5M -$62.4K -327 -0.5%
GIM
409
Grassi Investment Management
California
$11.5M
SWP
410
Stratos Wealth Partners
Ohio
$11.5M +$192K +1,005 +2%
MMA
411
Mizuho Markets Americas
New York
$11.4M +$5.12M +26,816 +82%
FFBTD
412
First Financial Bank - Trust Division
Ohio
$11.4M -$299K -1,568 -3%
GWM
413
Greenwich Wealth Management
Connecticut
$11.3M +$31.3K +164 +0.3%
HIMCH
414
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M -$451K -2,363 -4%
BB
415
Bell Bank
North Dakota
$11.1M -$163K -851 -1%
PWP
416
Principle Wealth Partners
Connecticut
$10.9M +$88.8K +465 +0.8%
IAA
417
Independent Advisor Alliance
North Carolina
$10.9M +$1.53M +8,014 +16%
NC
418
NewSquare Capital
Pennsylvania
$10.8M -$224K -1,190 -2%
APP
419
Avantax Planning Partners
Iowa
$10.8M +$5M +26,168 +86%
CRC
420
Curi RMB Capital
Illinois
$10.8M +$1.56M +8,184 +17%
DP
421
Dearborn Partners
Illinois
$10.8M -$3.15M -16,508 -23%
BPC
422
Banque Pictet & Cie
Switzerland
$10.8M
AHC
423
Adell Harriman & Carpenter
Texas
$10.7M +$105K +548 +1%
HAI
424
Hennessy Advisors Inc
California
$10.7M -$2.02M -10,600 -16%
MWM
425
Meridian Wealth Management
Kentucky
$10.7M +$2.02M +10,556 +23%