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 %
ORC
976
O'Rourke & Company
Massachusetts
$2.29M +$4.01K +21 +0.2%
PS
977
Pensionfund Sabic
Netherlands
$2.29M -$478K -2,500 -17%
PWA
978
Providence Wealth Advisors
Illinois
$2.28M -$1.71M -9,057 -43%
GFA
979
Gifford Fong Associates
California
$2.27M
LHC
980
Little House Capital
Massachusetts
$2.27M -$177K -929 -7%
ZIG
981
Zuckerman Investment Group
Illinois
$2.26M +$577K +3,022 +34%
LF
982
Lantz Financial
Illinois
$2.26M +$59.4K +311 +3%
JWA
983
JFS Wealth Advisors
Pennsylvania
$2.25M -$89.9K -471 -4%
EWA
984
Exencial Wealth Advisors
Oklahoma
$2.25M -$332K -1,740 -13%
PWS
985
Peloton Wealth Strategists
Indiana
$2.25M -$62.1K -325 -3%
HTC
986
Haverford Trust Company
Pennsylvania
$2.25M +$221K +1,155 +11%
CIA
987
Choate Investment Advisors
Massachusetts
$2.23M +$102K +536 +5%
SIA
988
Sage Investment Advisers
New York
$2.23M -$57.3K -300 -3%
SAM
989
Sompo Asset Management
Japan
$2.23M -$1.56M -8,194 -41%
VAS
990
Valicenti Advisory Services
New York
$2.22M -$28.6K -150 -1%
AWM
991
Aries Wealth Management
Maine
$2.22M
NS
992
NBC Securities
Alabama
$2.21M -$43.3K -226 -2%
CI
993
Ceera Investments
Texas
$2.21M
HIC
994
Hartline Investment Corp
Illinois
$2.21M -$7.81M -40,918 -78%
BCA
995
Bay Colony Advisors
Massachusetts
$2.21M +$28.5K +149 +1%
CSPAM
996
Cary Street Partners Asset Management
Virginia
$2.21M -$201K -1,051 -8%
DJSG
997
D.J. St. Germain
Massachusetts
$2.2M -$93.2K -488 -4%
TPI
998
Trust Point Inc
Wisconsin
$2.2M -$502K -2,629 -19%
SEEDPG
999
S.E.E.D. Planning Group
New York
$2.2M +$1.17M +6,127 +114%
MA
1000
MONECO Advisors
Connecticut
$2.2M +$669K +3,505 +44%