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 %
FTA
551
Financial & Tax Architects
Missouri
$6.55M -$664K -3,479 -9%
KL
552
KWMG LLC
Kansas
$6.55M -$75.6K -396 -1%
HEIP
553
Hudson Edge Investment Partners
New Jersey
$6.54M -$600K -3,143 -8%
Dodge & Cox
554
Dodge & Cox
California
$6.54M -$134K -700 -2%
SPC
555
Sigma Planning Corp
Michigan
$6.54M +$3.64M +19,082 +126%
FB
556
Fulton Bank
Pennsylvania
$6.52M +$319K +1,671 +5%
BCM
557
Birmingham Capital Management
Alabama
$6.52M -$300K -1,570 -4%
TFA
558
Toth Financial Advisory
Virginia
$6.45M -$937K -4,906 -13%
CK
559
Cohen Klingenstein
New York
$6.44M
FMWA
560
Forvis Mazars Wealth Advisors
Missouri
$6.42M -$550K -2,879 -8%
CBTWT
561
Community Bank & Trust (Waco, Texas)
Texas
$6.36M +$382 +2 +0%
SIG
562
Stonegate Investment Group
Alabama
$6.36M -$59.1M -309,455 -90%
JIC
563
Johnson Investment Counsel
Ohio
$6.3M +$72.8K +381 +1%
NEAM
564
New England Asset Management
Connecticut
$6.28M +$408K +2,135 +7%
EF
565
Empirical Finance
Pennsylvania
$6.24M +$213K +1,113 +4%
AFA
566
Abacus FCF Advisors
Florida
$6.24M +$469K +2,454 +8%
LSA
567
L & S Advisors
California
$6.24M +$6.24M +32,661 New
BFG
568
Bleakley Financial Group
New Jersey
$6.2M +$521K +2,727 +9%
GF
569
Gabelli Funds
New York
$6.14M -$25.8K -135 -0.4%
SFS
570
Sowell Financial Services
Arkansas
$6.11M +$20.1K +105 +0.3%
RB
571
Rodgers Brothers
Pennsylvania
$6.09M -$754K -3,946 -11%
CNBT
572
Canandaigua National Bank & Trust
New York
$6.08M -$47.7K -250 -0.8%
Luther King Capital Management (LKCM)
573
Luther King Capital Management (LKCM)
Texas
$6.05M -$29.6K -155 -0.5%
AAM
574
AR Asset Management
California
$6.01M
MMM
575
Mendel Money Management
Illinois
$5.95M -$688K -3,605 -10%