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 %
AUB
1201
Atlantic Union Bankshares
Virginia
$1.57M
PP
1202
Pingora Partners
Wyoming
$1.56M +$5.73K +30 +0.4%
NPA
1203
Nichols & Pratt Advisers
Massachusetts
$1.56M +$764 +4 +0%
BCM
1204
Becker Capital Management
Oregon
$1.56M -$29.4K -154 -2%
CCP
1205
Clarkston Capital Partners
Michigan
$1.56M
WCM
1206
Weik Capital Management
Pennsylvania
$1.56M -$31.5K -165 -2%
OIM
1207
Oder Investment Management
California
$1.55M -$25.8K -135 -2%
CAGAS
1208
Capital Advisory Group Advisory Services
Minnesota
$1.55M +$294K +1,537 +23%
AEPWM
1209
Atlantic Edge Private Wealth Management
Florida
$1.55M +$189K +990 +14%
CFA
1210
CWS Financial Advisors
Michigan
$1.54M -$28.1K -147 -2%
SSA
1211
Sierra Summit Advisors
Nevada
$1.54M +$10.9K +57 +0.7%
CC
1212
Chicago Capital
Illinois
$1.54M +$13.2K +69 +0.9%
BIG
1213
Boothe Investment Group
Delaware
$1.54M -$287K -1,501 -16%
AFS
1214
Access Financial Services
Minnesota
$1.53M -$1.72K -9 -0.1%
FFM
1215
Forum Financial Management
Illinois
$1.53M -$39.5K -207 -3%
SACTSONJ
1216
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.53M
RVPG
1217
Relative Value Partners Group
$1.52M
PWP
1218
Perfromance Wealth Partners
Illinois
$1.52M +$8.98K +47 +0.6%
FWP
1219
FAS Wealth Partners
Kansas
$1.52M +$75.2K +394 +5%
GWM
1220
Gitterman Wealth Management
New Jersey
$1.52M -$12K -63 -0.8%
AWA
1221
Aaron Wealth Advisors
Illinois
$1.52M -$813K -4,258 -35%
LRWA
1222
Long Run Wealth Advisors
New York
$1.5M +$191 +1 +0%
AIM
1223
Anchor Investment Management
South Carolina
$1.5M +$280K +1,466 +23%
BWP
1224
BSW Wealth Partners
Colorado
$1.5M +$27.3K +143 +2%
MIC
1225
Means Investment Company
Maine
$1.5M -$36.1K -189 -2%