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 %
HIMC
426
Heritage Investors Management Corp
Maryland
$10.6M -$115K -602 -1%
AAS
427
Avantax Advisory Services
Texas
$10.5M +$784K +4,104 +8%
AAIM
428
American Assets Investment Management
California
$10.5M
BMSSC
429
B. Metzler seel. Sohn & Co
Germany
$10.5M -$807K -4,225 -7%
KCM
430
Kanawha Capital Management
Virginia
$10.5M +$259K +1,358 +3%
BCM
431
Beddow Capital Management
Wyoming
$10.5M -$1.59M -8,337 -13%
Envestnet Portfolio Solutions
432
Envestnet Portfolio Solutions
Illinois
$10.4M +$2.85M +14,929 +38%
PR
433
Payden & Rygel
California
$10.4M -$8.2M -42,960 -44%
PRIG
434
Payden & Rygel Investment Group
California
$10.4M +$10.4M +54,310 New
SAM
435
Securian Asset Management
Minnesota
$10.3M -$748K -3,919 -7%
FCBT
436
First Citizens Bank & Trust
North Carolina
$10.3M +$3.39M +17,743 +49%
WA
437
WealthTrust Axiom
Pennsylvania
$10.2M -$278K -1,458 -3%
LSERS
438
Louisiana State Employees Retirement System
Louisiana
$10.2M -$363K -1,900 -3%
FT
439
Fiduciary Trust
Massachusetts
$10.2M +$898K +4,705 +10%
AOWM
440
Alpha Omega Wealth Management
Virginia
$10.1M -$544K -2,847 -5%
AF
441
Alerus Financial
North Dakota
$10M -$77.9K -408 -0.8%
SC
442
Savant Capital
Illinois
$9.99M +$387K +2,025 +4%
MGP
443
Metis Global Partners
California
$9.93M +$143K +751 +1%
OAM
444
Ostrum Asset Management
France
$9.81M -$282K -1,478 -3%
BIA
445
Biondo Investment Advisors
Pennsylvania
$9.79M +$215K +1,125 +2%
PI
446
PGGM Investments
Netherlands
$9.69M +$5.19M +27,201 +116%
RWP
447
RWA Wealth Partners
Massachusetts
$9.63M -$325K -1,700 -3%
RJT
448
Raymond James Trust
Florida
$9.61M -$411K -2,154 -4%
CG
449
Cynosure Group
Utah
$9.56M -$18.9K -99 -0.2%
SBWIC
450
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.55M +$17.2K +90 +0.2%