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 %
CT
1101
Clearstead Trust
Maine
$1.88M +$34K +178 +2%
MCM
1102
Mendel Capital Management
Arkansas
$1.88M +$3.06K +16 +0.2%
PL
1103
Parthenon LLC
Kentucky
$1.88M -$764K -4,000 -29%
WI
1104
WBI Investments
New Jersey
$1.87M -$1.56M -8,189 -46%
SSB
1105
Sandy Spring Bank
Maryland
$1.87M +$6.68K +35 +0.4%
DA
1106
Detalus Advisors
Missouri
$1.86M -$11.5K -60 -0.6%
MFG
1107
MidWestOne Financial Group
Iowa
$1.86M
GL
1108
Graypoint LLC
New York
$1.86M +$134K +700 +8%
MSFS
1109
Main Street Financial Solutions
Pennsylvania
$1.85M +$363K +1,903 +24%
IAS
1110
Insigneo Advisory Services
Florida
$1.85M +$293K +1,535 +19%
AWM
1111
Avior Wealth Management
Nebraska
$1.85M +$485K +2,572 +36%
CI
1112
Cigna Investments
Connecticut
$1.84M -$17K -89 -0.9%
IPW
1113
Inlet Private Wealth
Florida
$1.84M +$7.64K +40 +0.4%
CCMT
1114
CMT Capital Markets Trading
Germany
$1.83M -$511K -2,675 -22%
NB
1115
Nicolet Bankshares
Wisconsin
$1.82M -$6.3K -33 -0.3%
CWM
1116
Connecticut Wealth Management
Connecticut
$1.82M +$589K +3,083 +48%
CFM
1117
Catalyst Funds Management
Australia
$1.81M +$1.81M +9,500 New
RWM
1118
RKL Wealth Management
Pennsylvania
$1.81M -$41.1K -215 -2%
PG
1119
Patten Group
Tennessee
$1.8M +$42.4K +222 +2%
JAG
1120
Journey Advisory Group
Kentucky
$1.8M +$1.23M +6,458 +217%
RWP
1121
Ridgecrest Wealth Partners
California
$1.8M -$38.2K -200 -2%
SS
1122
Sunbelt Securities
Texas
$1.78M +$27.3K +143 +2%
ITC
1123
Inspire Trust Company
Nevada
$1.78M +$657K +3,441 +58%
FPGT
1124
Financial Partners Group (Tennessee)
Tennessee
$1.78M +$569K +2,982 +47%
NAS
1125
Nicolet Advisory Services
Wisconsin
$1.78M -$93.1K -492 -5%