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 %
BCV
476
Banque Cantonale Vaudoise
Switzerland
$8.79M -$2.15M -11,233 -20%
DWM
477
Dorchester Wealth Management
Quebec, Canada
$8.78M -$50.4K -264 -0.6%
JGC
478
J. Goldman & Co
New York
$8.75M +$8.75M +45,802 New
WT
479
Whittier Trust
California
$8.69M +$18.3K +96 +0.2%
TCOV
480
Trust Company of Vermont
Vermont
$8.65M +$2.39M +12,500 +38%
IAN
481
Integrated Advisors Network
Texas
$8.65M -$11.1K -58 -0.1%
PFM
482
Premier Fund Managers
United Kingdom
$8.59M +$8.59M +45,030 New
ClearBridge Investments
483
ClearBridge Investments
New York
$8.56M -$155K -812 -2%
GFG
484
Greystone Financial Group
Michigan
$8.54M -$1.39M -7,299 -14%
WTFG
485
Wells Trecaso Financial Group
Ohio
$8.51M +$232K +1,214 +3%
LFAS
486
Level Four Advisory Services
Texas
$8.51M +$264K +1,615 +3%
PI
487
PFG Investments
New York
$8.42M +$4.4M +23,056 +110%
CSIC
488
Clifford Swan Investment Counsel
California
$8.36M -$446K -2,333 -5%
AWAG
489
ARS Wealth Advisors Group
Florida
$8.26M -$742K -3,886 -8%
VDBMI
490
Van Den Berg Management I
Texas
$8.26M +$138K +722 +2%
EDRH
491
Edmond de Rothschild Holding
Switzerland
$8.26M +$23.5K +123 +0.3%
AMBIA
492
Allen Mooney & Barnes Investment Advisors
Georgia
$8.26M -$32.3K -174 -0.4%
CCMINC
493
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.25M +$530K +2,775 +7%
SPS
494
Susquehanna Portfolio Strategies
Pennsylvania
$8.23M -$9M -47,122 -52%
Balyasny Asset Management
495
Balyasny Asset Management
Illinois
$8.23M +$8.23M +43,113 New
GIA
496
Guyasuta Investment Advisors
Pennsylvania
$8.19M
CPC
497
Consolidated Planning Corp
Georgia
$8.18M +$7.91M +41,433 +2,924%
FDCDDQ
498
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.13M +$1M +5,390 +14%
TAM
499
Tocqueville Asset Management
New York
$8.12M -$405K -2,122 -5%
LIM
500
Lathrop Investment Management
Arkansas
$8.11M -$1.26M -6,622 -13%