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 %
BL
651
BCWM LLC
Kansas
$4.83M -$2.19M -11,481 -31%
ZCM
652
Ziegler Capital Management
Illinois
$4.83M +$924K +4,839 +24%
SHFA
653
SS&H Financial Advisors
Michigan
$4.81M -$230K -1,205 -5%
BC
654
Burney Company
Virginia
$4.79M -$97.4K -510 -2%
NL
655
NWAM LLC
Washington
$4.78M +$2.66M +15,716 +126%
SAM
656
Stansberry Asset Management
Texas
$4.76M +$14.1K +74 +0.3%
CTC
657
Central Trust Company
Missouri
$4.75M -$128K -669 -3%
CAM
658
Claret Asset Management
Quebec, Canada
$4.75M -$46.8K -245 -1%
KWM
659
Kingsview Wealth Management
Oregon
$4.74M +$403K +2,111 +9%
SYBT
660
Stock Yards Bank & Trust
Kentucky
$4.73M +$155K +810 +3%
RIM
661
Rakuten Investment Management
Japan
$4.7M +$4.26M +22,333 +990%
KCPG
662
Kavar Capital Partners Group
Kansas
$4.68M -$4.4M -23,033 -48%
WIS
663
Wright Investors Service
Connecticut
$4.67M +$29.2K +153 +0.6%
FTDI
664
First Trust Direct Indexing
Massachusetts
$4.66M +$477K +2,499 +11%
SWM
665
SeaCrest Wealth Management
New York
$4.64M -$1.51M -7,892 -25%
WCM
666
Windward Capital Management
California
$4.63M -$55.8K -292 -1%
DAS
667
Diversify Advisory Services
Utah
$4.63M +$4.63M +24,377 New
HDIM
668
Hanson & Doremus Investment Management
Vermont
$4.62M +$60.9K +319 +1%
HIC
669
Holderness Investments Company
North Carolina
$4.58M +$46.2K +242 +1%
MYIA
670
Mount Yale Investment Advisors
Colorado
$4.57M -$52.5K -275 -1%
SWM
671
Silverlake Wealth Management
Vermont
$4.56M -$44.5K -233 -1%
KA
672
Kintegral Advisory
New York
$4.56M -$14.1K -74 -0.3%
MOS
673
MGO One Seven
Ohio
$4.56M -$79.1K -414 -2%
HH
674
Hilltop Holdings
Texas
$4.56M +$12.8K +67 +0.3%
MLL
675
Moody Lynn & Lieberson
Massachusetts
$4.56M +$1.37M +7,187 +43%