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 %
TBA
1051
Tower Bridge Advisors
Pennsylvania
$2.02M -$171K -896 -8%
SAF
1052
Smith Anglin Financial
Texas
$2.02M +$40.5K +212 +2%
AFP
1053
Ausdal Financial Partners
Iowa
$2.01M -$103K -540 -5%
DPIM
1054
Duff & Phelps Investment Management
Illinois
$2.01M +$85.7K +449 +4%
HAIM
1055
Hunter Associates Investment Management
Pennsylvania
$2.01M +$54.3K +285 +3%
FTIS
1056
First Trust Investment Solutions
Florida
$2.01M +$36.3K +190 +2%
KCFA
1057
Key Client Fiduciary Advisors
New Jersey
$2M +$51.4K +269 +3%
B
1058
Bailard
California
$2M +$1.02M +5,323 +103%
SBCM
1059
Silverberg Bernstein Capital Management
New York
$2M
RWM
1060
Ritholtz Wealth Management
New York
$2M +$144K +756 +8%
TAM
1061
Trust Asset Management
Texas
$2M
NERM
1062
New England Research & Management
Illinois
$1.99M +$443K +2,321 +29%
MIC
1063
Meridian Investment Counsel
California
$1.99M -$14.3K -75 -0.7%
PWA
1064
Provenance Wealth Advisors
Florida
$1.99M +$56.3K +295 +3%
AA
1065
Altman Advisors
Illinois
$1.99M +$35.5K +187 +2%
IF
1066
Ironwood Financial
Arizona
$1.99M +$7.64K +40 +0.4%
SDIC
1067
South Dakota Investment Council
South Dakota
$1.99M -$191K -1,000 -9%
NDSI
1068
Newman Dignan & Sheerar Inc
Rhode Island
$1.99M -$22K -115 -1%
CWA
1069
Centennial Wealth Advisory
Michigan
$1.98M -$2.48K -13 -0.1%
HCA
1070
Harbor Capital Advisors
Illinois
$1.98M -$116K -607 -6%
PFS
1071
Physicians Financial Services
North Carolina
$1.98M -$9.55K -50 -0.5%
HA
1072
Hamel Associates
New Jersey
$1.98M
WC
1073
Westhampton Capital
North Carolina
$1.98M
MME
1074
Meag Munich Ergo
Germany
$1.97M +$1.97M +10,300 New
CSC
1075
Caldwell Sutter Capital
California
$1.96M -$86.7K -454 -4%