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 %
JWCA
751
J.W. Coons Advisors
Ohio
$3.77M +$259K +1,357 +7%
GFS
752
GYL Financial Synergies
Connecticut
$3.76M +$88.4K +463 +2%
CAM
753
Carret Asset Management
New York
$3.75M -$68K -356 -2%
SFWA
754
Summit Financial Wealth Advisors
Louisiana
$3.74M +$12.8K +67 +0.3%
SA
755
Strategic Advisors
New York
$3.74M -$716K -3,751 -16%
QCM
756
Quantinno Capital Management
New York
$3.73M +$1.15M +6,031 +45%
SWMG
757
Signature Wealth Management Group
Georgia
$3.71M -$965K -5,313 -21%
MWM
758
Modera Wealth Management
New Jersey
$3.68M +$331K +1,731 +10%
ST
759
Smithfield Trust
Pennsylvania
$3.66M -$20.2K -106 -0.5%
VCA
760
Verdence Capital Advisors
Maryland
$3.65M -$370K -1,938 -9%
Jones Financial Companies
761
Jones Financial Companies
Missouri
$3.65M +$473K +2,477 +15%
WFMPM
762
Woodley Farra Manion Portfolio Management
Indiana
$3.63M -$196K -1,024 -5%
AIA
763
AIMZ Investment Advisors
California
$3.62M -$56.7K -297 -2%
RIL
764
Rothschild Investment LLC
Illinois
$3.62M +$62.1K +325 +2%
PCMK
765
Paragon Capital Management (Kansas)
Kansas
$3.6M -$26K -136 -0.7%
LA
766
Lifeworks Advisors
Michigan
$3.6M +$83.4K +437 +2%
OPTFSNA
767
Old Point Trust & Financial Services N A
Virginia
$3.6M -$32.5K -170 -0.9%
ABC
768
Associated Banc-Corp
Wisconsin
$3.58M -$8.4K -44 -0.2%
AW
769
Atlas Wealth
Ohio
$3.57M -$955 -5 -0%
AG
770
AIA Group
Hong Kong
$3.56M +$3.56M +18,621 New
DWA
771
Douglass Winthrop Advisors
New York
$3.55M -$78.3K -410 -2%
MGIA
772
Moneta Group Investment Advisors
Missouri
$3.55M +$569K +2,980 +19%
RIA
773
Regal Investment Advisors
Michigan
$3.54M +$17.2K +90 +0.5%
ACM
774
AlphaStar Capital Management
North Carolina
$3.54M +$328K +1,717 +10%
NEWAS
775
N.E.W. Advisory Services
Wisconsin
$3.52M +$172K +899 +5%