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 %
BMWM
951
Brown Miller Wealth Management
Virginia
$2.44M +$90.7K +475 +4%
EL
952
Essex LLC
Illinois
$2.42M -$35.3K -185 -1%
VFA
953
Valeo Financial Advisors
Indiana
$2.42M -$272K -1,475 -10%
LIM
954
Leavell Investment Management
Alabama
$2.42M +$43.2K +226 +2%
FWM
955
Forza Wealth Management
Florida
$2.42M -$9.55K -50 -0.4%
LWAM
956
Legacy Wealth Asset Management
Minnesota
$2.41M -$70.3K -368 -3%
PCMF
957
Private Capital Management (Florida)
Florida
$2.4M -$40.9K -214 -2%
ORG
958
Optimist Retirement Group
Washington
$2.4M -$202K -1,060 -8%
BTI
959
Blue Trust Inc
Georgia
$2.4M -$308K -1,615 -11%
CCWM
960
Cassaday & Co Wealth Management
Virginia
$2.4M +$123K +646 +5%
HI
961
Hudock Inc
Pennsylvania
$2.4M -$59.2K -310 -2%
PTC
962
Private Trust Company
Ohio
$2.4M +$95.9K +502 +4%
AMIM
963
Aull & Monroe Investment Management
Alabama
$2.38M
IB
964
Intrust Bank
Kansas
$2.38M -$8.98K -47 -0.4%
SNBOSCI
965
Security National Bank of Sioux City Iowa
Iowa
$2.38M -$114K -598 -5%
PWMAG
966
Pinnacle Wealth Management Advisory Group
New Jersey
$2.38M +$73.1K +383 +3%
PWG
967
Portside Wealth Group
Utah
$2.37M -$616K -3,226 -21%
CC
968
Cypress Capital
Tennessee
$2.36M -$538K -2,816 -19%
CAG
969
Csenge Advisory Group
Florida
$2.35M +$80.8K +423 +4%
CANC
970
Culbertson A N & Co
Virginia
$2.35M -$41.2K -216 -2%
GAMC
971
Garner Asset Management Corp
Texas
$2.35M -$75.8K -397 -3%
DT
972
Diversified Trust
Tennessee
$2.33M -$233K -1,219 -9%
Impax Asset Management Group
973
Impax Asset Management Group
United Kingdom
$2.33M
SF
974
Slagle Financial
Illinois
$2.32M -$2.45M -12,813 -51%
CWM
975
Congress Wealth Management
Massachusetts
$2.32M -$1.13M -5,935 -33%