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 %
WIM
501
WealthPlan Investment Management
Nebraska
$8.09M -$1.62M -8,490 -17%
NB
502
Norinchukin Bank
Japan
$8.05M -$601K -3,146 -7%
SW
503
Simplicity Wealth
New Jersey
$8.05M +$8.05M +42,164 New
MCM
504
Marathon Capital Management
Maryland
$7.99M -$214K -1,120 -3%
CWP
505
Cyndeo Wealth Partners
Florida
$7.98M -$367K -1,920 -4%
TAIM
506
Te Ahumairangi Investment Management
New Zealand
$7.93M +$488K +2,555 +7%
AC
507
Addenda Capital
Quebec, Canada
$7.92M -$22.2K -116 -0.3%
IWC
508
Integrated Wealth Concepts
Massachusetts
$7.81M +$244K +1,277 +3%
CCIA
509
Cherry Creek Investment Advisors
Colorado
$7.8M -$149K -781 -2%
HAG
510
HighPoint Advisor Group
Illinois
$7.76M +$96.4K +575 +1%
WAM
511
Winslow Asset Management
Ohio
$7.69M +$16.4K +86 +0.2%
FDDB
512
Fidelity D&D Bancorp
Pennsylvania
$7.64M -$14.9K -78 -0.2%
CIC
513
Carnegie Investment Counsel
Ohio
$7.64M -$115K -603 -1%
MS
514
Maven Securities
Jersey
$7.6M +$4.49M +23,504 +144%
PGA
515
Portland Global Advisors
Maine
$7.58M +$57.3K +300 +0.8%
BFIC
516
Bedell Frazier Investment Counselling
California
$7.57M -$164K -858 -2%
LNWTC
517
Laird Norton Wetherby Trust Company
Washington
$7.54M
LG
518
LaFleur & Godfrey
Michigan
$7.53M +$114K +598 +2%
BHWA
519
Beacon Harbor Wealth Advisors
Virginia
$7.53M -$413K -2,161 -5%
CCM
520
Coldstream Capital Management
Washington
$7.49M -$53.7K -281 -0.7%
AIP
521
Ameritas Investment Partners
Nebraska
$7.44M -$357K -1,869 -5%
SA
522
SpiderRock Advisors
Delaware
$7.4M +$7.4M +38,612 New
BBHC
523
Brown Brothers Harriman & Co
New York
$7.39M +$186K +974 +3%
MPM
524
Meritage Portfolio Management
Kansas
$7.39M -$374K -1,959 -5%
SWP
525
Strategic Wealth Partners
Ohio
$7.35M +$1.15M +6,032 +19%