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 %
MWA
926
Monograph Wealth Advisors
California
$2.55M +$2.07M +10,852 +432%
RRA
927
Round Rock Advisors
Connecticut
$2.54M +$23.7K +124 +0.9%
EM
928
Excalibur Management
Massachusetts
$2.54M -$9.36K -49 -0.4%
Group One Trading
929
Group One Trading
Illinois
$2.54M -$4.38M -22,913 -63%
WPC
930
White Pine Capital
Minnesota
$2.53M +$28.1K +169 +1%
CWS
931
Confluence Wealth Services
Pennsylvania
$2.53M -$105K -551 -4%
CFG
932
Cooper Financial Group
California
$2.52M +$57.5K +301 +2%
LBC
933
Lowe Brockenbrough & Co
Virginia
$2.52M -$243K -1,275 -9%
BMA
934
Brooks Moore & Associates
Tennessee
$2.52M -$59.6K -312 -2%
GWM
935
GSB Wealth Management
Connecticut
$2.52M -$78.1K -409 -3%
BL
936
Balentine LLC
Georgia
$2.51M +$64.9K +340 +3%
IHL
937
Investment House LLC
California
$2.51M +$1.7M +8,900 +211%
IW
938
Imprint Wealth
South Carolina
$2.5M +$1.89M +9,969 +310%
WT
939
Washington Trust
Rhode Island
$2.5M +$75.8K +397 +3%
Bank Julius Baer & Co
940
Bank Julius Baer & Co
Switzerland
$2.5M +$845K +4,533 +51%
VDI
941
Vaughan David Investments
Illinois
$2.5M -$92.6K -485 -4%
TFM
942
TFC Financial Management
Massachusetts
$2.49M -$6.3K -33 -0.3%
CCM
943
Chilton Capital Management
Texas
$2.47M -$91.3K -478 -4%
CPIG
944
Chicago Partners Investment Group
Illinois
$2.47M +$1.1M +6,037 +80%
HWA
945
Hilltop Wealth Advisors
North Carolina
$2.47M +$2.47M +12,913 New
CFG
946
Citizens Financial Group
Rhode Island
$2.46M -$811K -4,248 -25%
GAM
947
Griffin Asset Management
New York
$2.46M +$316K +1,654 +15%
KF
948
KKM Financial
Illinois
$2.45M +$136K +711 +6%
VT
949
Vise Technologies
New York
$2.44M -$221K -1,157 -8%
CW
950
CIC Wealth
Maryland
$2.44M +$294K +1,539 +14%