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 %
HWAM
626
Hennion & Walsh Asset Management
New Jersey
$5.14M -$40.9K -214 -0.8%
BCWM
627
Bartlett & Co Wealth Management
Ohio
$5.13M -$43K -225 -0.8%
MIC
628
Maxi Investments CY
Cyprus
$5.12M +$5.12M +26,805 New
CPA
629
Capital Planning Advisors
California
$5.12M +$40.5K +212 +0.8%
ADL
630
Asset Dedication LLC
California
$5.1M -$23.6K -124 -0.5%
SSA
631
Schonfeld Strategic Advisors
New York
$5.1M +$5.1M +26,700 New
USAA
632
United Services Automobile Association
Texas
$5.09M -$12.2M -63,678 -70%
KC
633
Kinloch Capital
Virginia
$5.08M +$115K +600 +2%
VST
634
Van Strum & Towne
California
$5.08M -$83.1K -435 -2%
MA
635
Mutual Advisors
Nebraska
$5.07M -$110K -578 -2%
AF
636
Allworth Financial
California
$5.06M +$66.1K +346 +1%
AI
637
AXS Investments
New York
$5.05M -$47.5K -249 -0.9%
JCM
638
Jacobi Capital Management
Pennsylvania
$5.05M -$58.4K -306 -1%
GIM
639
Greylin Investment Management
Virginia
$5.02M -$568K -2,973 -10%
SVWAG
640
Sound View Wealth Advisors Group
Georgia
$5.02M -$26K -136 -0.5%
HFS
641
Hantz Financial Services
Michigan
$5.02M -$407K -2,132 -8%
RMC
642
Resources Management Corp
Connecticut
$5M -$742K -3,884 -13%
Members Trust
643
Members Trust
Florida
$4.98M -$761K -3,985 -13%
ACM
644
Altrius Capital Management
North Carolina
$4.98M +$170K +892 +4%
SC
645
SouthState Corp
Florida
$4.96M +$100K +525 +2%
NC
646
NovaPoint Capital
Georgia
$4.96M -$441K -2,311 -8%
BA
647
Birinyi Associates
Connecticut
$4.9M +$4.42M +23,153 +923%
WSC
648
Wellington Shields & Co
New York
$4.9M -$75.6K -396 -2%
VWM
649
Valley Wealth Managers
New Jersey
$4.84M -$564K -2,951 -10%
WANY
650
Wealthspire Advisors (New York)
New York
$4.83M +$42.2K +221 +0.9%