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 %
HIA
1351
Harbor Investment Advisory
Maryland
$1.19M +$56K +293 +5%
EWM
1352
Empirical Wealth Management
Washington
$1.18M +$215K +1,127 +22%
CCA
1353
Cobblestone Capital Advisors
New York
$1.18M -$7.64K -40 -0.6%
BFO
1354
Biltmore Family Office
North Carolina
$1.18M
NSAM
1355
North Star Asset Management
Wisconsin
$1.18M +$51.2K +268 +5%
TBNY
1356
Trustco Bank (New York)
New York
$1.18M -$26.7K -140 -2%
CFA
1357
Cahill Financial Advisors
Minnesota
$1.17M -$233K -1,219 -17%
AAIS
1358
ABN AMRO Investment Solutions
$1.17M -$345K -1,807 -23%
PCM
1359
Piedmont Capital Management
Montana
$1.16M +$7.61K +40 +0.7%
TP
1360
Tranquility Partners
Tennessee
$1.16M +$826K +4,326 +247%
DTL
1361
Dynamic Technology Lab
Singapore
$1.16M +$1.16M +6,062 New
GIA
1362
Gateway Investment Advisers
Ohio
$1.16M -$117K -612 -9%
GIP
1363
Granite Investment Partners
California
$1.15M
SSWM
1364
Strait & Sound Wealth Management
California
$1.15M -$2.97K -16 -0.3%
SAM
1365
Summit Asset Management
Tennessee
$1.15M
SIA
1366
Schechter Investment Advisors
Michigan
$1.15M +$83.3K +436 +8%
HT
1367
Heritage Trust
Oklahoma
$1.15M -$15.1K -79 -1%
AF
1368
Advisornet Financial
Minnesota
$1.15M +$250K +1,309 +28%
CCG
1369
Coastwise Capital Group
California
$1.14M -$538K -2,818 -32%
PPWM
1370
Paragon Private Wealth Management
Kentucky
$1.13M +$81.5K +427 +8%
OCBCO
1371
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.13M -$410K -2,147 -27%
Nomura Holdings
1372
Nomura Holdings
Japan
$1.12M -$1.12M -5,870 -50%
NG
1373
Norden Group
Utah
$1.12M +$157K +824 +16%
AWS
1374
Arkfeld Wealth Strategies
Nebraska
$1.12M +$242K +1,303 +28%
MSCM
1375
McElhenny Sheffield Capital Management
Texas
$1.11M -$1.91K -10 -0.2%