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 %
IAIM
1001
International Assets Investment Management
Florida
$2.19M -$886K -4,665 -29%
LWCFA
1002
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.19M -$5.28K -29 -0.2%
KFP
1003
Keystone Financial Planning
Ohio
$2.19M -$7.43M -38,905 -77%
CWA
1004
Core Wealth Advisors
Florida
$2.18M +$2.18M +11,434 New
CFSG
1005
Clark Financial Services Group
Missouri
$2.17M +$110K +574 +5%
LCM
1006
LVM Capital Management
Michigan
$2.16M +$25.8K +135 +1%
MAM
1007
Milestone Asset Management
Pennsylvania
$2.16M +$2.16M +11,314 New
FWM
1008
Focused Wealth Management
New York
$2.16M +$16.8K +88 +0.8%
MGWM
1009
Marks Group Wealth Management
Minnesota
$2.16M +$464K +2,432 +27%
QI
1010
Qtron Investments
Massachusetts
$2.15M
EFM
1011
E Fund Management
China
$2.15M +$692K +3,625 +47%
MAS
1012
Meeder Advisory Services
Ohio
$2.14M +$166K +870 +8%
GC
1013
Gratus Capital
Georgia
$2.13M +$725K +3,795 +52%
DWT
1014
Dorsey & Whitney Trust
South Dakota
$2.13M +$24.3K +127 +1%
PCA
1015
Prosperity Capital Advisors
Ohio
$2.12M +$966K +5,059 +84%
AFG
1016
Allegheny Financial Group
Pennsylvania
$2.12M -$178K -934 -8%
ZIG
1017
Zurich Insurance Group
Switzerland
$2.12M +$2.12M +11,100 New
NHC
1018
Nicholas Hoffman & Company
Georgia
$2.12M -$204K -1,070 -9%
SFM
1019
Signet Financial Management
New Jersey
$2.12M +$1.88M +9,840 +796%
ALAM
1020
Asahi Life Asset Management
Japan
$2.11M -$1.71M -8,980 -45%
RCM
1021
Raleigh Capital Management
North Carolina
$2.1M +$57.3K +300 +3%
HAM
1022
Hedges Asset Management
Nevada
$2.1M -$19.1K -100 -0.9%
ICG
1023
InterOcean Capital Group
Tennessee
$2.1M -$1.24M -6,511 -37%
PH
1024
Pinnacle Holdings
Oklahoma
$2.09M -$150K -785 -7%
RBC
1025
Roble Belko & Company
Pennsylvania
$2.09M +$2.04M +10,705 +4,215%