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 %
DIP
1151
DT Investment Partners
Pennsylvania
$1.7M -$385K -2,014 -18%
AA
1152
AlphaMark Advisors
Kentucky
$1.7M -$87.9K -460 -5%
MCM
1153
Mainstay Capital Management
Michigan
$1.69M +$1.69M +8,852 New
NW
1154
Naviter Wealth
Arkansas
$1.69M +$186K +975 +12%
SSWM
1155
Smith Salley Wealth Management
North Carolina
$1.68M +$1.09M +5,707 +183%
BAM
1156
Byrne Asset Management
New Jersey
$1.68M +$50.4K +264 +3%
MSS
1157
Mitchell Sinkler & Starr
Pennsylvania
$1.68M -$416K -2,180 -20%
FDS
1158
First Dallas Securities
Texas
$1.67M +$1.32M +6,905 +373%
PCM
1159
Prelude Capital Management
New York
$1.67M +$1.67M +8,742 New
FGA
1160
Fortis Group Advisors
New Jersey
$1.67M -$753K -3,944 -31%
DSC
1161
Duncker Streett & Co
Missouri
$1.66M -$38.2K -200 -2%
MBT
1162
Montecito Bank & Trust
California
$1.65M -$52.5K -275 -3%
KA
1163
Kovack Advisors
Florida
$1.65M +$398K +2,084 +32%
PGWM
1164
Parisi Gray Wealth Management
New Jersey
$1.65M +$1.15K +6 +0.1%
KIA
1165
KCM Investment Advisors
California
$1.64M -$13.6K -71 -0.8%
FG
1166
Fiduciary Group
Georgia
$1.64M +$178K +933 +12%
SDAM
1167
Shulman DeMeo Asset Management
New York
$1.64M +$4.2K +22 +0.3%
WDA
1168
Wendell David Associates
New Hampshire
$1.64M +$4.2K +22 +0.3%
BW
1169
Bison Wealth
Georgia
$1.64M +$34.9K +183 +2%
TPA
1170
Trivium Point Advisory
Connecticut
$1.64M -$148K -773 -8%
SFP
1171
Sandbox Financial Partners
Maryland
$1.64M -$32.1K -168 -2%
CBNLCF
1172
Cognios Beta Neutral Large Cap Fund
Kansas
$1.64M -$128K -671 -7%
AIM
1173
Aspen Investment Management
Michigan
$1.63M +$140K +733 +9%
IPAM
1174
Investment Partners Asset Management
New Jersey
$1.63M -$39.9K -209 -2%
ATC
1175
Adirondack Trust Company
New York
$1.63M +$7.07K +37 +0.4%