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 %
Walleye Capital
451
Walleye Capital
New York
$9.51M +$9.51M +49,810 New
NIA
452
NIA Impact Advisors
California
$9.47M +$9.47M +49,587 New
CB
453
Cadence Bank
Mississippi
$9.41M -$4.8M -25,127 -34%
PFS
454
Prospera Financial Services
Texas
$9.4M +$5.04M +26,355 +115%
FTC
455
Farmers Trust Company
Ohio
$9.4M -$713K -3,734 -7%
Kovitz Investment Group Partners
456
Kovitz Investment Group Partners
Illinois
$9.38M +$836K +4,378 +10%
MCM
457
MAI Capital Management
Ohio
$9.38M +$3.41M +17,869 +57%
NB
458
NBT Bank
New York
$9.34M +$801K +4,196 +9%
SCM
459
Schnieders Capital Management
California
$9.33M +$10.1K +53 +0.1%
EWM
460
Evercore Wealth Management
New York
$9.32M +$255K +1,334 +3%
BCI
461
Brinker Capital Investments
Pennsylvania
$9.27M -$3.24M -16,955 -26%
OPS
462
Orion Portfolio Solutions
Nebraska
$9.27M -$3.24M -16,955 -26%
TA
463
TruWealth Advisors
Louisiana
$9.24M +$9.24M +48,378 New
AWM
464
Apollon Wealth Management
South Carolina
$9.19M +$507K +2,657 +6%
CC
465
Courier Capital
New York
$9.14M -$222K -1,161 -2%
CIC
466
Cutler Investment Counsel
Oregon
$9.13M -$49.7K -260 -0.5%
CCM
467
Cohen Capital Management
California
$9.1M
SIA
468
Sit Investment Associates
Minnesota
$9.08M -$1.39M -7,270 -13%
LW
469
Linscomb Wealth
Texas
$9.03M -$161K -844 -2%
AMG
470
Advisors Management Group
Wisconsin
$9.03M +$10.3K +54 +0.1%
GLA
471
Great Lakes Advisors
Illinois
$8.95M +$1.66M +8,669 +23%
PCIA
472
Prime Capital Investment Advisors
Kansas
$8.92M +$160K +839 +2%
LA
473
Lynch & Associates
Indiana
$8.88M -$426K -2,232 -5%
NC
474
Nicholas Company
Wisconsin
$8.81M
NMERB
475
New Mexico Educational Retirement Board
New Mexico
$8.79M -$229K -1,200 -3%