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 %
HNWAG
1301
High Net Worth Advisory Group
Florida
$1.27M +$16.8K +88 +1%
SIC
1302
Salem Investment Counselors
North Carolina
$1.26M +$24.6K +129 +2%
TGAM
1303
TBH Global Asset Management
Tennessee
$1.26M +$84.6K +443 +7%
HFM
1304
Harvest Fund Management
China
$1.26M +$1.2M +6,309 +2,198%
GI
1305
GAMMA Investing
California
$1.26M +$153K +799 +14%
FBC
1306
Fairfield, Bush & Co
Connecticut
$1.26M +$81.3K +426 +7%
MPWT
1307
MassMutual Private Wealth & Trust
Connecticut
$1.26M +$20.8K +109 +2%
TW
1308
TrinityPoint Wealth
Connecticut
$1.26M +$510K +2,669 +68%
FGI
1309
Foresight Global Investors
New York
$1.26M +$1.26M +6,575 New
PP
1310
Patten & Patten
Tennessee
$1.25M +$89.4K +468 +8%
LRPA
1311
L. Roy Papp & Associates
Arizona
$1.25M -$106K -554 -8%
EWA
1312
Etesian Wealth Advisors
Oregon
$1.25M -$11.8K -62 -0.9%
IIM
1313
Ironwood Investment Management
Massachusetts
$1.25M
OA
1314
Oak Associates
Ohio
$1.25M -$8.98K -47 -0.7%
CIG
1315
Cascade Investment Group
Colorado
$1.25M +$17.8K +93 +1%
BTWM
1316
Baker Tilly Wealth Management
Wisconsin
$1.25M -$272K -1,423 -18%
CNBTD
1317
Citizens National Bank Trust Department
Mississippi
$1.25M -$6.68K -35 -0.5%
CI
1318
CX Institutional
Indiana
$1.24M -$7.95M -41,624 -86%
I
1319
INVST
Indiana
$1.24M -$570 -3 -0%
OTPPB
1320
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.24M -$1.22M -6,404 -50%
NW
1321
NewEdge Wealth
Pennsylvania
$1.24M -$300K -1,820 -20%
TPWA
1322
TRUE Private Wealth Advisors
Oregon
$1.23M +$146K +765 +13%
CWP
1323
Core Wealth Partners
California
$1.23M -$73.1K -383 -6%
LAS
1324
Lloyd Advisory Services
Georgia
$1.23M +$912K +4,772 +290%
GM
1325
GeoWealth Management
Illinois
$1.23M +$426K +2,229 +53%