2,738 hedge funds and large institutions have $94.8B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,187 increasing their positions, 999 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,738
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.82%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
152
Increased
1,187
Reduced
999
Closed
163
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Shares
Change %
BB
426
Bell Bank
North Dakota
$9.8M -$268K -1,549 -3%
BPC
427
Banque Pictet & Cie
Switzerland
$9.76M +$6.23K +36 +0.1%
IAA
428
Independent Advisor Alliance
North Carolina
$9.76M -$79.9K -462 -0.8%
DP
429
Dearborn Partners
Illinois
$9.74M -$50.8K -294 -0.5%
HIC
430
Hartline Investment Corp
Illinois
$9.66M +$7.66M +44,285 +383%
HAI
431
Hennessy Advisors Inc
California
$9.58M -$127K -732 -1%
APP
432
Avantax Planning Partners
Iowa
$9.54M -$273K -1,576 -3%
AAIM
433
American Assets Investment Management
California
$9.51M
HAG
434
HighPoint Advisor Group
Illinois
$9.47M +$621K +3,252 +7%
BCM
435
Beddow Capital Management
Wyoming
$9.47M -$4.32K -25 -0%
HIMC
436
Heritage Investors Management Corp
Maryland
$9.34M -$238K -1,377 -2%
PRIG
437
Payden & Rygel Investment Group
California
$9.2M -$192K -1,110 -2%
PR
438
Payden & Rygel
California
$9.2M -$192K -1,110 -2%
WA
439
WealthTrust Axiom
Pennsylvania
$9.2M -$81.3K -470 -0.9%
BIA
440
Biondo Investment Advisors
Pennsylvania
$9.16M +$296K +1,710 +3%
FT
441
Fiduciary Trust
Massachusetts
$9.14M -$63.5K -367 -0.7%
SAM
442
Securian Asset Management
Minnesota
$9.14M -$186K -1,073 -2%
FCBT
443
First Citizens Bank & Trust
North Carolina
$9.1M -$193K -1,116 -2%
AF
444
Alerus Financial
North Dakota
$9.09M -$4.5K -26 -0%
LSERS
445
Louisiana State Employees Retirement System
Louisiana
$8.99M -$225K -1,300 -2%
AOWM
446
Alpha Omega Wealth Management
Virginia
$8.96M -$191K -1,102 -2%
SIA
447
Sit Investment Associates
Minnesota
$8.88M +$661K +3,820 +8%
GFG
448
Greystone Financial Group
Michigan
$8.87M +$1.14M +6,582 +15%
SC
449
Savant Capital
Illinois
$8.82M -$229K -1,326 -3%
RWP
450
RWA Wealth Partners
Massachusetts
$8.8M +$72.3K +418 +0.8%