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 %
TFCP
1276
Twin Focus Capital Partners
Massachusetts
$1.34M
WB
1277
Webster Bank
Connecticut
$1.33M -$36.5K -191 -3%
TWM
1278
Thrive Wealth Management
Pennsylvania
$1.33M -$70.8K -371 -5%
CastleKeep Investment Advisors
1279
CastleKeep Investment Advisors
Connecticut
$1.32M -$215K -1,124 -14%
MIP
1280
Marietta Investment Partners
Wisconsin
$1.32M
AB
1281
Atlas Brown
Kentucky
$1.32M -$95.9K -502 -7%
RIG
1282
Renaissance Investment Group
Massachusetts
$1.32M +$54.4K +285 +4%
IWA
1283
IVC Wealth Advisors
Pennsylvania
$1.32M +$192K +1,003 +17%
PWW
1284
Pettyjohn Wood & White
Virginia
$1.31M -$43.2K -226 -3%
CCB
1285
Country Club Bank
Missouri
$1.31M -$201K -1,050 -13%
GFPC
1286
Global Financial Private Client
Florida
$1.31M +$328K +1,727 +33%
MA
1287
MJP Associates
Connecticut
$1.31M +$57.3K +300 +5%
WBC
1288
Westpac Banking Corp
Australia
$1.3M +$1.3M +6,800 New
TWA
1289
TCI Wealth Advisors
Arizona
$1.3M -$30K -157 -2%
SFG
1290
Sunburst Financial Group
Alabama
$1.3M -$25.4K -134 -2%
SB
1291
Strategic Blueprint
Georgia
$1.29M +$62.8K +329 +5%
RGI
1292
River Global Investors
United Kingdom
$1.29M -$3.83M -20,075 -75%
AFG
1293
Albion Financial Group
Utah
$1.28M
LIA
1294
LS Investment Advisors
Michigan
$1.28M -$19.1K -100 -1%
CFP
1295
Cascade Financial Partners
California
$1.28M +$1.28M +7,034 New
JWM
1296
Jeppson Wealth Management
California
$1.28M -$1.72K -9 -0.1%
LWANC
1297
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.27M -$95.1K -498 -7%
MAWA
1298
Moss Adams Wealth Advisors
Washington
$1.27M +$173K +908 +16%
MMG
1299
Monetary Management Group
Missouri
$1.27M -$33.4K -175 -3%
NIM
1300
Northeast Investment Management
Massachusetts
$1.27M -$104K -545 -8%