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 %
HPIA
851
Hamilton Point Investment Advisors
North Carolina
$3.02M -$51.2K -268 -2%
IIM
852
Ipswich Investment Management
Massachusetts
$3M -$28.6K -150 -0.9%
RCA
853
Ranch Capital Advisors
Florida
$3M +$39.7K +208 +1%
AG
854
Ascent Group
Virginia
$2.98M -$1.4M -7,326 -32%
SWM
855
Spire Wealth Management
Virginia
$2.98M -$36.1K -189 -1%
CCG
856
Cypress Capital Group
Florida
$2.97M +$158K +828 +6%
GAA
857
Green Alpha Advisors
Colorado
$2.97M +$314K +1,646 +12%
PNC
858
Park National Corp
Ohio
$2.97M -$95.5K -500 -3%
AIA
859
Affinity Investment Advisors
California
$2.97M -$70.5K -369 -2%
WAP
860
Wealthcare Advisory Partners
Pennsylvania
$2.96M +$327K +1,711 +12%
VSQM
861
V-Square Quantitative Management
Illinois
$2.96M +$751K +3,934 +34%
IWM
862
IHT Wealth Management
Illinois
$2.95M +$63.4K +332 +2%
ZIC
863
ZWJ Investment Counsel
Georgia
$2.95M -$102K -535 -3%
GC
864
Grimes & Company
Massachusetts
$2.94M +$64.5K +338 +2%
RT
865
Rockland Trust
Massachusetts
$2.94M -$98.7K -517 -3%
SCM
866
Silvant Capital Management
Georgia
$2.93M +$540K +2,829 +23%
CAMG
867
CWA Asset Management Group
Florida
$2.93M +$49.7K +260 +2%
AWA
868
Arkadios Wealth Advisors
Georgia
$2.93M +$60.3K +316 +2%
SCM
869
Sterneck Capital Management
Missouri
$2.91M -$65.1K -341 -2%
MHS
870
M Holdings Securities
Oregon
$2.91M -$178K -931 -6%
AIS
871
American Investment Services
Massachusetts
$2.89M -$2.65M -13,887 -48%
TI
872
Trexquant Investment
Connecticut
$2.89M +$1.84M +9,633 +176%
PAI
873
Pittenger & Anderson Inc
Nebraska
$2.89M +$2.89M +15,115 New
CFGS
874
Concourse Financial Group Securities
Alabama
$2.89M +$136K +713 +5%
SL
875
Sentry LLC
Tennessee
$2.88M