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 %
RA
701
RFG Advisory
Alabama
$3.93M +$141K +813 +4%
PA
702
Profund Advisors
Maryland
$3.93M +$184K +1,065 +5%
BBA
703
Baader Bank Aktiengesellschaft
Germany
$3.93M -$58.7K -342 -1%
KWM
704
Kingsview Wealth Management
Oregon
$3.92M -$364K -2,105 -8%
AI
705
AXS Investments
New York
$3.92M -$656K -3,795 -14%
CYG
706
Clean Yield Group
Vermont
$3.88M +$121K +698 +3%
WTA
707
Washington Trust Advisors
Massachusetts
$3.86M +$519 +3 +0%
ANTB
708
AMG National Trust Bank
Colorado
$3.85M +$727K +4,202 +23%
OIA
709
OneDigital Investment Advisors
Kansas
$3.84M +$688K +3,980 +22%
VFM
710
Viking Fund Management
North Dakota
$3.84M +$17.3K +100 +0.5%
MCM
711
Mengis Capital Management
Oregon
$3.84M -$1.17M -6,789 -23%
SSA
712
Schonfeld Strategic Advisors
New York
$3.82M -$795K -4,594 -17%
PVI
713
Pine Valley Investments
New Jersey
$3.82M +$144K +835 +4%
FRA
714
Frank Rimerman Advisors
California
$3.82M +$3.75M +21,661 +5,245%
ACM
715
AlphaStar Capital Management
North Carolina
$3.8M +$590K +3,414 +18%
MWM
716
Mission Wealth Management
California
$3.78M +$83.7K +484 +2%
ACG
717
Allen Capital Group
Nebraska
$3.78M +$72.6K +420 +2%
O
718
Ossiam
France
$3.77M +$116K +670 +3%
AFG
719
Atomi Financial Group
New York
$3.76M +$320K +1,851 +9%
CIAS
720
Capital Investment Advisory Services
North Carolina
$3.76M -$54.7K -316 -1%
SCM
721
Stonebridge Capital Management
California
$3.74M -$17.3K -100 -0.5%
VVP
722
Venture Visionary Partners
Ohio
$3.73M -$57.3K -331 -2%
Bank Julius Baer & Co
723
Bank Julius Baer & Co
Switzerland
$3.73M +$1.15M +5,958 +44%
RIL
724
Rothschild Investment LLC
Illinois
$3.72M +$441K +2,547 +13%
PFA
725
Pathway Financial Advisers
Indiana
$3.71M -$9.98K -58 -0.3%