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 %
SWIM
1376
Smallwood Wealth Investment Management
New Jersey
$1.11M +$9.55K +50 +0.9%
FFN
1377
Focus Financial Network
Minnesota
$1.11M -$3.19M -17,591 -74%
WAAG
1378
Wealth Alliance Advisory Group
Kansas
$1.11M +$181K +950 +20%
RMA
1379
Roffman Miller Associates
Pennsylvania
$1.1M -$60.5K -317 -5%
CL
1380
COWA LLC
Oklahoma
$1.1M +$382 +2 +0%
HWA
1381
Heartwood Wealth Advisors
Virginia
$1.1M -$46.6K -244 -4%
MWA
1382
Meridian Wealth Advisors
Texas
$1.1M -$2.48K -13 -0.2%
H
1383
HoyleCohen
California
$1.09M -$15.7K -82 -1%
I
1384
InceptionR
California
$1.09M +$439K +2,298 +67%
CBA
1385
Coastal Bridge Advisors
Connecticut
$1.09M +$22.3K +117 +2%
CSI
1386
Cross Staff Investments
New York
$1.09M -$12K -63 -1%
WA
1387
Wealth Alliance
New York
$1.09M -$8.79K -46 -0.8%
PHS
1388
Pekin Hardy Strauss
Illinois
$1.08M -$28.6K -150 -3%
HW
1389
Hancock Whitney
Mississippi
$1.08M -$24.3K -127 -2%
Verition Fund Management
1390
Verition Fund Management
Connecticut
$1.08M -$547K -2,862 -34%
HI
1391
Harbour Investments
Wisconsin
$1.08M +$73.7K +386 +7%
AF
1392
Arrow Financial
New York
$1.08M +$1.15K +6 +0.1%
PA
1393
PFG Advisors
Arizona
$1.07M +$80.6K +422 +8%
MLA
1394
My Legacy Advisors
Oregon
$1.07M -$2.86K -15 -0.3%
BOPW
1395
Brandywine Oak Private Wealth
Pennsylvania
$1.07M -$7.64K -40 -0.7%
VC
1396
Veracity Capital
Georgia
$1.07M -$377K -1,976 -26%
FAIM
1397
Financial Advocates Investment Management
Washington
$1.07M +$111K +583 +12%
DAM
1398
Delta Asset Management
Tennessee
$1.06M -$79.8K -418 -7%
AIA
1399
Allied Investment Advisors
Montana
$1.06M -$72.6K -380 -6%
LSA
1400
Lion Street Advisors
Texas
$1.06M