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 %
AWA
1426
Acorn Wealth Advisors
Michigan
$1.02M -$16K -84 -2%
AFM
1427
Armstrong Fleming & Moore
District of Columbia
$1.02M
DIM
1428
Delta Investment Management
California
$1.02M +$29.8K +156 +3%
Koshinski Asset Management
1429
Koshinski Asset Management
Illinois
$1.02M -$229K -1,199 -18%
BMC
1430
Beaton Management Company
Massachusetts
$1.02M -$388K -2,030 -28%
SIM
1431
Sentry Investment Management
Wisconsin
$1.01M
AP
1432
Atwood & Palmer
Missouri
$1.01M +$31.3K +164 +3%
OPPS
1433
Obsidian Personal Planning Solutions
Maryland
$1.01M -$29.8K -179 -3%
PMFA
1434
Plante Moran Financial Advisors
Michigan
$1.01M +$115K +600 +13%
OAM
1435
Oak Asset Management
California
$1M +$573 +3 +0.1%
PCS
1436
Personal CFO Solutions
New Jersey
$1,000K -$136K -713 -12%
SWA
1437
Stratos Wealth Advisors
Ohio
$1,000K -$5.14M -26,909 -84%
WWM
1438
Western Wealth Management
Colorado
$998K -$550K -2,879 -36%
CPC
1439
Congress Park Capital
New York
$997K +$260K +1,360 +35%
Financial Engines Advisors
1440
Financial Engines Advisors
California
$993K +$355K +1,861 +56%
JPLA
1441
Joseph P. Lucia & Associates
New York
$992K -$65.3K -342 -6%
NFC
1442
Northeast Financial Consultants
Connecticut
$992K +$225K +1,178 +29%
KMWM
1443
Keudell/Morrison Wealth Management
Oregon
$989K -$19.1K -100 -2%
P
1444
Pitcairn
Pennsylvania
$989K +$84.8K +444 +9%
BMC
1445
Benin Management Corp
Connecticut
$986K +$18.9K +99 +2%
TF
1446
Talbot Financial
Washington
$986K +$986K +5,165 New
PPWP
1447
Premier Path Wealth Partners
New Jersey
$985K +$573 +3 +0.1%
GAG
1448
GM Advisory Group
New York
$985K -$8.78K -46 -0.9%
9WM
1449
9258 Wealth Management
Ohio
$984K +$382 +2 +0%
RMSCM
1450
R.M. Sincerbeaux Capital Management
New York
$975K