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 %
WPC
1126
Wedmont Private Capital
Pennsylvania
$1.77M +$174K +920 +11%
CCA
1127
Checchi Capital Advisers
California
$1.77M +$40.9K +214 +2%
FFA
1128
Farther Finance Advisors
California
$1.76M -$182K -958 -9%
SP
1129
Symmetry Partners
Connecticut
$1.76M -$392K -2,051 -18%
JF
1130
Joule Financial
Kentucky
$1.76M +$151K +791 +9%
TA
1131
TFG Advisers
Michigan
$1.76M +$148K +776 +9%
RAM
1132
Redmond Asset Management
Virginia
$1.76M -$99.1K -519 -5%
SNBOSD
1133
Security National Bank of So Dak
Iowa
$1.75M -$56.3K -295 -3%
SA
1134
SRN Advisors
Pennsylvania
$1.75M -$115K -601 -6%
BWM
1135
BKM Wealth Management
Wisconsin
$1.74M +$19.9K +104 +1%
BOSSRA
1136
B.O.S.S. Retirement Advisors
Utah
$1.74M -$265K -1,620 -13%
EP
1137
Edgestream Partners
New Jersey
$1.74M +$949K +4,971 +120%
LJAC
1138
L.J. Altfest & Co
New York
$1.74M +$85.6K +448 +5%
Empower Advisory Group
1139
Empower Advisory Group
Colorado
$1.73M -$183K -959 -10%
MMPW
1140
Mitchell McLeod Pugh & Williams
Alabama
$1.73M +$9.36K +49 +0.5%
BAM
1141
Belpointe Asset Management
Nevada
$1.73M +$441K +2,307 +34%
DBIA
1142
Dumont & Blake Investment Advisors
New Jersey
$1.73M -$78.3K -410 -4%
SGC
1143
Slocum, Gordon & Co
Rhode Island
$1.72M -$16.2K -85 -0.9%
MWM
1144
Modern Wealth Management
Kansas
$1.72M +$1.06M +5,536 +158%
CT
1145
Chicago Trust
Illinois
$1.72M +$91.5K +479 +6%
DI
1146
Diligent Investors
California
$1.72M -$9.74K -51 -0.6%
PBC
1147
Pavion Blue Capital
California
$1.72M -$1.15K -6 -0.1%
BFA
1148
Beaumont Financial Advisors
Massachusetts
$1.72M -$1.53K -8 -0.1%
MW
1149
Marcum Wealth
Ohio
$1.71M +$474K +2,482 +38%
HWM
1150
Hohimer Wealth Management
Washington
$1.71M -$8.98K -47 -0.5%