2,738 hedge funds and large institutions have $94.8B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,187 increasing their positions, 999 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,738
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.82%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
152
Increased
1,187
Reduced
999
Closed
163
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
651
Hantz Financial Services
Michigan
$4.53M -$18.7K -108 -0.4%
KA
652
Kintegral Advisory
New York
$4.51M +$375K +2,171 +9%
FCMA
653
Foresight Capital Management Advisors
Michigan
$4.49M +$2.1M +12,152 +88%
GIM
654
Greylin Investment Management
Virginia
$4.49M -$61.2K -354 -1%
PS
655
Principal Securities
Iowa
$4.48M +$925K +5,346 +26%
BCWM
656
Bartlett & Co Wealth Management
Ohio
$4.46M -$189K -1,094 -4%
USAA
657
United Services Automobile Association
Texas
$4.45M -$163K -941 -4%
ECG
658
Edge Capital Group
Georgia
$4.44M +$882K +5,098 +25%
WSC
659
Wellington Shields & Co
New York
$4.44M +$519 +3 +0%
MOS
660
MGO One Seven
Ohio
$4.41M +$276K +1,593 +7%
BA
661
Birinyi Associates
Connecticut
$4.4M -$42.9K -248 -1%
Members Trust
662
Members Trust
Florida
$4.38M -$136K -786 -3%
PAMG
663
Patton Albertson Miller Group
Tennessee
$4.37M +$759K +4,386 +21%
WANY
664
Wealthspire Advisors (New York)
New York
$4.36M -$17.8K -103 -0.4%
JHCP
665
Jackson Hole Capital Partners
Oklahoma
$4.36M +$276K +1,593 +7%
SHFA
666
SS&H Financial Advisors
Michigan
$4.36M
CTC
667
Central Trust Company
Missouri
$4.34M +$37.5K +217 +0.9%
PL
668
Perpetual Ltd
Australia
$4.34M +$4.34M +25,082 New
WG
669
Winton Group
United Kingdom
$4.32M -$1.76M -10,205 -29%
GA
670
Gateway Advisory
New Jersey
$4.3M +$188K +1,088 +5%
BB
671
Busey Bank
Illinois
$4.28M +$277K +1,601 +7%
HDIM
672
Hanson & Doremus Investment Management
Vermont
$4.26M +$80.9K +468 +2%
KCPG
673
Kavar Capital Partners Group
Kansas
$4.26M +$18.2K +105 +0.4%
LAM
674
L2 Asset Management
Massachusetts
$4.26M +$2.41M +13,923 +130%
ACM
675
Argyle Capital Management
Pennsylvania
$4.26M +$394K +2,280 +10%