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 %
RWA
1476
Redhawk Wealth Advisors
Minnesota
$936K -$40.1K -210 -4%
WCM
1477
Washington Capital Management
Washington
$933K -$29.6K -155 -3%
SP
1478
Stablepoint Partners
Massachusetts
$933K +$94.1K +493 +11%
FWTB
1479
First Western Trust Bank
Colorado
$932K -$135K -705 -13%
HIP
1480
HUB Investment Partners
Texas
$931K +$199K +1,043 +27%
AWM
1481
Accurate Wealth Management
Florida
$927K -$34.1K -188 -4%
SFS
1482
Strategic Financial Services
New York
$927K -$26.7K -140 -3%
TA
1483
TrueWealth Advisors
Alabama
$923K -$5.73K -30 -0.6%
GWA
1484
GGM Wealth Advisors
Maryland
$919K +$31.6K +167 +4%
HPM
1485
Hoxton Planning & Management
West Virginia
$917K +$14.3K +75 +2%
CBC
1486
Coombe, Bender & Co
New York
$917K -$45.3K -237 -5%
MIS
1487
Morningstar Investment Services
Illinois
$910K -$509K -2,666 -36%
BCB
1488
Brian C. Broderick
$909K +$496K +2,600 +120%
EWS
1489
Evergreen Wealth Solutions
Pennsylvania
$909K -$68.7K -360 -7%
BWM
1490
Blossom Wealth Management
California
$902K +$5.73K +30 +0.6%
SWM
1491
Sugarloaf Wealth Management
Georgia
$901K -$26.2K -137 -3%
LWM
1492
Liberty Wealth Management
California
$898K +$13.6K +71 +2%
CA
1493
Crewe Advisors
Utah
$898K +$898K +4,702 New
IPW
1494
Impact Partnership Wealth
Georgia
$898K -$171K -897 -16%
MF
1495
Manchester Financial
California
$895K +$19.7K +103 +2%
VCS
1496
Vaughan & Co Securities
New Jersey
$894K -$114K -598 -11%
SMA
1497
Sage Mountain Advisors
Georgia
$893K +$290K +1,520 +48%
WMA
1498
Wealth Management Associates
New Jersey
$891K -$214K -1,240 -19%
CAC
1499
Certified Advisory Corp
Florida
$890K +$37.2K +195 +4%
CC
1500
Cultivar Capital
Texas
$889K