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 %
CCM
701
Channing Capital Management
Illinois
$4.2M -$2.28M -11,937 -35%
VVP
702
Venture Visionary Partners
Ohio
$4.18M +$166K +867 +4%
RA
703
RFG Advisory
Alabama
$4.18M +$120K +631 +3%
CYG
704
Clean Yield Group
Vermont
$4.15M -$74.9K -392 -2%
SCM
705
Stonebridge Capital Management
California
$4.15M +$43K +225 +1%
WSFS
706
Wilmington Savings Fund Society
Delaware
$4.14M +$4.14M +21,670 New
PA
707
Profund Advisors
Maryland
$4.13M -$527K -2,762 -11%
PFA
708
Pathway Financial Advisers
Indiana
$4.13M -$220K -1,151 -5%
MAM
709
Madison Asset Management
Wisconsin
$4.13M -$3.1M -16,238 -43%
SFG
710
Socha Financial Group
New York
$4.12M +$4.97K +26 +0.1%
PCTC
711
Perkins Coie Trust Company
Washington
$4.09M +$52.1K +273 +1%
ACG
712
Allen Capital Group
Nebraska
$4.09M -$208K -1,087 -5%
MWM
713
Mission Wealth Management
California
$4.09M +$355K +1,859 +10%
NLP
714
Next Level Private
New York
$4.06M +$9.74K +51 +0.2%
PVI
715
Pine Valley Investments
New Jersey
$4.06M +$20.6K +108 +0.5%
PWM
716
Perigon Wealth Management
California
$4.06M +$192K +1,007 +5%
SFI
717
Siemens Fonds Invest
Germany
$4.04M -$42.6K -223 -1%
O
718
Ossiam
France
$4.04M -$3.81M -19,968 -49%
NWM
719
Northcape Wealth Management
New York
$4.02M +$1.17M +6,126 +41%
GCC
720
Game Creek Capital
Massachusetts
$4.01M -$5.37M -28,100 -57%
IWA
721
IBEX Wealth Advisors
New Jersey
$4M +$3.99M +28,349 +69,144%
AIMCA
722
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.99M
PAMG
723
Patton Albertson Miller Group
Tennessee
$3.98M +$310K +1,622 +8%
OPA
724
Old Port Advisors
Maine
$3.98M -$68.6K -359 -2%
BOCM
725
Bontempo Ohly Capital Management
Maryland
$3.96M -$327K -1,711 -8%