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 %
SBIA
876
Sheaff Brock Investment Advisors
Indiana
$2.58M +$25.9K +150 +1%
CA
877
Carson Advisory
Georgia
$2.57M +$37.4K +216 +1%
FC
878
FCA Corp
Texas
$2.56M +$55.7K +322 +2%
MAM
879
Milestone Asset Management
Pennsylvania
$2.56M +$602K +3,479 +31%
CRI
880
Commonwealth Retirement Investments
Virginia
$2.55M +$2.55M +14,770 New
CFGS
881
Concourse Financial Group Securities
Alabama
$2.55M -$60.5K -350 -2%
WPC
882
White Pine Capital
Minnesota
$2.55M -$78.9K -456 -3%
BFA
883
Bill Few Associates
Pennsylvania
$2.54M +$1.99M +11,514 +360%
CWP
884
Cyndeo Wealth Partners
Florida
$2.54M -$4.68M -27,085 -65%
FHB
885
First Hawaiian Bank
Hawaii
$2.54M -$48.1K -278 -2%
FNFDCM
886
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.54M +$160K +926 +7%
IIL
887
Insight Inv LLC
California
$2.54M
RIM
888
Redwood Investment Management
Arizona
$2.53M +$189K +1,092 +8%
IHL
889
Investment House LLC
California
$2.53M +$255K +1,475 +11%
CFG
890
Citizens Financial Group
Rhode Island
$2.51M +$279K +1,612 +12%
PPWP
891
Proquility Private Wealth Partners
Nevada
$2.51M +$1.64M +9,463 +188%
CW
892
CreativeOne Wealth
Kansas
$2.51M -$260K -1,502 -9%
OP
893
ORG Partners
Indiana
$2.51M +$2.3M +13,147 +1,126%
SW
894
SkyOak Wealth
Michigan
$2.5M +$95.5K +552 +4%
LWM
895
Lakeridge Wealth Management
Ohio
$2.5M +$108K +627 +5%
GVAG
896
Great Valley Advisor Group
Delaware
$2.5M +$15.4K +89 +0.6%
LOAME
897
Lombard Odier Asset Management (Europe)
United Kingdom
$2.5M -$1.31M -7,584 -34%
SB
898
Simmons Bank
Arkansas
$2.5M -$53.3K -308 -2%
AWA
899
Arete Wealth Advisors
Illinois
$2.5M -$97.6K -565 -4%
PNC
900
Park National Corp
Ohio
$2.5M -$195K -1,128 -7%