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 %
KFC
876
Klingenstein Fields & Co
New York
$2.88M -$14.3K -75 -0.5%
AWA
877
Arete Wealth Advisors
Illinois
$2.87M -$43.2K -226 -1%
AIM
878
Allen Investment Management
New York
$2.86M
ACM
879
Advent Capital Management
New York
$2.86M +$2.86M +15,000 New
FHB
880
First Hawaiian Bank
Hawaii
$2.86M -$19.7K -103 -0.7%
FPAS
881
Focus Partners Advisor Solutions
Missouri
$2.86M +$1.31M +6,837 +84%
CAG
882
Crestwood Advisors Group
Massachusetts
$2.86M -$62.3K -326 -2%
HBT
883
Hills Bank & Trust
Iowa
$2.84M +$64.7K +339 +2%
NP
884
NorthRock Partners
Minnesota
$2.84M +$62.6K +328 +2%
JIP
885
Jaffetilchin Investment Partners
Florida
$2.84M -$94.9K -497 -3%
SB
886
Simmons Bank
Arkansas
$2.82M -$129K -678 -4%
SBIA
887
Sheaff Brock Investment Advisors
Indiana
$2.82M -$303K -1,587 -10%
HVIA
888
Hudson Valley Investment Advisors
New York
$2.81M -$69.7K -365 -2%
WFS
889
Widmann Financial Services
Maryland
$2.81M -$103K -542 -4%
IIL
890
Insight Inv LLC
California
$2.8M +$23.9K +125 +0.9%
CA
891
Carson Advisory
Georgia
$2.8M +$399K +2,088 +17%
ZF
892
Zhang Financial
Michigan
$2.8M +$541K +2,833 +24%
SGCA
893
Steel Grove Capital Advisors
Tennessee
$2.79M -$73.7K -386 -3%
SFG
894
SevenBridge Financial Group
Pennsylvania
$2.78M +$14.6K +88 +0.5%
RSWM
895
Robertson Stephens Wealth Management
California
$2.77M +$257K +1,348 +10%
FC
896
FCA Corp
Texas
$2.77M +$15.5K +81 +0.6%
SIAG
897
Signet Investment Advisory Group
Rhode Island
$2.76M -$15.3K -80 -0.6%
GVAG
898
Great Valley Advisor Group
Delaware
$2.75M +$158K +825 +6%
BP
899
Ballentine Partners
Massachusetts
$2.74M +$264K +1,381 +11%
FSA
900
Financial Sense Advisors
California
$2.74M -$196K -1,027 -7%