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 %
EFMC
601
Empire Financial Management Company
New York
$5.51M +$192K +1,006 +4%
FMI
602
Factory Mutual Insurance
Massachusetts
$5.5M
AGC
603
Aspen Grove Capital
Colorado
$5.49M -$2.43M -12,706 -31%
TCM
604
Tufton Capital Management
Maryland
$5.48M -$36.7K -192 -0.7%
CIA
605
Concurrent Investment Advisors
Florida
$5.48M -$270K -1,416 -5%
PAM
606
Panagora Asset Management
Massachusetts
$5.48M -$880K -4,606 -14%
CSPIA
607
Cary Street Partners Investment Advisory
Virginia
$5.44M -$764 -4 -0%
BSW
608
Buckingham Strategic Wealth
Missouri
$5.42M +$1.16M +6,074 +27%
LJHT
609
Laurie J. Hall Trustee
$5.41M +$178K +933 +3%
EWA
610
EP Wealth Advisors
California
$5.4M +$370K +1,935 +7%
VRM
611
Vectors Research Management
New York
$5.4M -$24.4M -127,556 -82%
IIC
612
Ironwood Investment Counsel
Arizona
$5.35M -$2.72M -14,223 -34%
FCA
613
FLC Capital Advisors
California
$5.34M -$142K -744 -3%
FIA
614
Foundations Investment Advisors
Arizona
$5.33M +$49.8K +261 +0.9%
CA
615
CoreCap Advisors
Michigan
$5.31M +$632K +3,310 +14%
CIP
616
Convergence Investment Partners
Florida
$5.3M +$1.23M +6,429 +30%
MIF
617
Mediolanum International Funds
Ireland
$5.3M +$5.3M +27,781 New
ISB
618
Iowa State Bank
Iowa
$5.28M +$56.3K +295 +1%
CIP
619
Chartwell Investment Partners
Pennsylvania
$5.27M -$1.21M -6,325 -19%
TW
620
Trajan Wealth
Arizona
$5.25M +$5.25M +27,482 New
HI
621
Horizon Investments
North Carolina
$5.23M -$34K -180 -0.6%
HKIM
622
Hayek Kallen Investment Management
Alabama
$5.21M +$49.7K +260 +1%
MSAM
623
Moloney Securities Asset Management
Missouri
$5.19M -$36.5K -191 -0.7%
PA
624
Parallel Advisors
California
$5.14M +$425K +2,223 +9%
OIAM
625
OFI Invest Asset Management
France
$5.14M +$2.66M +14,492 +108%