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 %
TF
1451
Trek Financial
Arizona
$972K -$786K -4,116 -45%
CFA
1452
Capstone Financial Advisors
Illinois
$966K +$22.9K +120 +2%
HCM
1453
Highlander Capital Management
New Jersey
$964K -$11.5K -60 -1%
HFS
1454
Heritage Financial Services
Massachusetts
$964K +$20.6K +108 +2%
CA
1455
Claro Advisors
Massachusetts
$964K +$58.6K +307 +6%
PPWP
1456
Proquility Private Wealth Partners
Nevada
$961K -$122K -641 -11%
OA
1457
Oxbow Advisors
Texas
$958K -$13.9K -73 -1%
AF
1458
Apexium Financial
Texas
$958K -$3.68M -19,260 -79%
T
1459
TOBAM
France
$957K -$34.2K -179 -3%
TCOTS
1460
Trust Company of the South
North Carolina
$956K -$6.11K -32 -0.6%
UCB
1461
United Community Bank
South Carolina
$955K -$27.1K -142 -3%
CMANY
1462
Capital Management Associates (New York)
New York
$955K +$95.5K +500 +11%
CWM
1463
Campbell Wealth Management
Virginia
$954K +$630K +3,296 +194%
PWM
1464
Prentice Wealth Management
New York
$953K
BIG
1465
Brooklyn Investment Group
New York
$949K -$19K -100 -2%
RBFC
1466
Roman Butler Fullerton & Co
Missouri
$947K -$19.1K -105 -2%
AA
1467
Addison Advisors
Vermont
$943K +$5.16K +27 +0.5%
SOS
1468
Silver Oak Securities
Tennessee
$943K +$764 +4 +0.1%
PWPS
1469
Pinnacle Wealth Planning Services
Ohio
$942K -$49.3K -258 -5%
SRSA
1470
S.R. Schill & Associates
Washington
$942K
FCIM
1471
Fairview Capital Investment Management
California
$941K
SWA
1472
SFMG Wealth Advisors
Texas
$940K +$7.45K +39 +0.8%
EWM
1473
EPG Wealth Management
Georgia
$939K +$1.91K +10 +0.2%
CRWM
1474
Castle Rock Wealth Management
California
$938K +$14.6K +89 +2%
FIM
1475
Freedom Investment Management
Connecticut
$936K -$158K -826 -14%