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 %
LWL
776
Leo Wealth LLC
Texas
$3.5M -$501K -2,623 -12%
MA
777
Montag & Associates
Georgia
$3.49M
JF
778
Jump Financial
Illinois
$3.49M +$3.08M +16,138 +751%
OIA
779
OneDigital Investment Advisors
Kansas
$3.48M +$119K +624 +4%
WSCM
780
Wellington Shields Capital Management
New York
$3.48M -$71.6K -375 -2%
BCM
781
Brookstone Capital Management
Illinois
$3.47M +$55.2K +289 +2%
NAM
782
NTV Asset Management
West Virginia
$3.47M -$76.4K -400 -2%
ANTB
783
AMG National Trust Bank
Colorado
$3.45M +$185K +969 +6%
MP
784
McDonald Partners
Ohio
$3.45M -$661K -3,459 -16%
IMC Chicago
785
IMC Chicago
Illinois
$3.45M +$3.45M +18,065 New
GT
786
Greenleaf Trust
Michigan
$3.45M +$134K +702 +4%
CWM
787
C2C Wealth Management
Arizona
$3.44M
LNWWM
788
Laird Norton Wetherby Wealth Management
California
$3.44M -$173K -906 -5%
SAM
789
Shell Asset Management
Netherlands
$3.43M -$1.32M -7,625 -28%
AWC
790
Abundance Wealth Counselors
Pennsylvania
$3.43M +$126K +660 +4%
HSA
791
HBK Sorce Advisory
Pennsylvania
$3.43M -$101K -530 -3%
EF
792
Exeter Financial
Arizona
$3.41M -$14.3K -76 -0.4%
SCM
793
Sage Capital Management
New Jersey
$3.4M +$11.1K +58 +0.3%
ST
794
Spinnaker Trust
Maine
$3.39M -$16.2K -85 -0.5%
ECM
795
EagleClaw Capital Management
Massachusetts
$3.39M -$19.1K -100 -0.6%
AM
796
AGF Management
Ontario, Canada
$3.38M -$1.07M -5,623 -24%
CIA
797
Citadel Investment Advisory
Ohio
$3.37M -$14.3K -75 -0.4%
MWM
798
Moran Wealth Management
Florida
$3.37M +$3.37M +17,627 New
Fisher Asset Management
799
Fisher Asset Management
Washington
$3.36M -$56.5K -296 -2%
ERIC
800
Eagle Rock Investment Company
Georgia
$3.36M -$372K -1,946 -10%