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 %
CA
901
Cornerstone Advisors
North Carolina
$2.73M
SLI
902
Sumitomo Life Insurance
Japan
$2.72M -$104K -542 -4%
MFG
903
Merit Financial Group
Georgia
$2.72M +$505K +3,045 +23%
PCC
904
Park Circle Company
Maryland
$2.71M
CG
905
Caprock Group
Idaho
$2.71M -$196K -1,026 -7%
CAL
906
Capital Analysts LLC
Pennsylvania
$2.7M -$469K -2,458 -15%
WE
907
Wealth Effects
Massachusetts
$2.7M +$373K +1,954 +16%
IA
908
IFP Advisors
Florida
$2.7M +$601K +3,148 +29%
AWAU
909
Alliance Wealth Advisors (Utah)
Utah
$2.7M -$48.3K -253 -2%
CA
910
Corrado Advisors
New Jersey
$2.69M -$85.7K -449 -3%
LAM
911
Lynch Asset Management
Pennsylvania
$2.68M -$57.3K -300 -2%
RI
912
RWWM Inc
California
$2.68M -$1.78M -9,313 -40%
CAM
913
Cacti Asset Management
Georgia
$2.67M -$265K -1,550 -9%
SW
914
SkyOak Wealth
Michigan
$2.66M +$24.6K +129 +0.9%
CA
915
Clearstead Advisors
Ohio
$2.65M -$55.6K -332 -2%
DMBA
916
Deseret Mutual Benefit Administrators
Utah
$2.65M +$162K +847 +7%
CIA
917
Cladis Investment Advisory
Montana
$2.65M -$71.6K -375 -3%
LWM
918
Lakeridge Wealth Management
Ohio
$2.64M -$2.1K -11 -0.1%
FCMA
919
Foresight Capital Management Advisors
Michigan
$2.64M +$128K +669 +5%
MAV
920
Mason & Associates (Virginia)
Virginia
$2.64M +$2.64M +13,829 New
KP
921
Keel Point
Alabama
$2.63M -$178K -934 -6%
FNFDCM
922
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.63M +$43K +225 +2%
CNC
923
Citizens & Northern Corp
Pennsylvania
$2.61M -$69.1K -362 -3%
PIM
924
Plato Investment Management
Australia
$2.6M +$2.41M +12,609 +1,235%
RIM
925
Redwood Investment Management
Arizona
$2.59M -$615K -3,221 -19%