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 %
CFS
1501
CRA Financial Services
New Jersey
$888K
IF
1502
Intrua Financial
Texas
$886K -$8.02K -42 -0.9%
SFG
1503
Sovereign Financial Group
Connecticut
$885K +$202K +1,058 +30%
SLT
1504
St Louis Trust
Missouri
$885K +$216K +1,132 +32%
DDC
1505
DF Dent & Co
Maryland
$884K +$3.25K +17 +0.4%
ACI
1506
Alpha Cubed Investments
California
$884K +$363K +1,900 +70%
SFO
1507
Stokes Family Office
Louisiana
$882K +$223K +1,166 +34%
BRM
1508
Boston Research & Management
Massachusetts
$879K
IPW
1509
Intergy Private Wealth
Colorado
$879K +$3.06K +16 +0.3%
SF
1510
Summit Financial
New Jersey
$878K -$44.9K -235 -5%
PIA
1511
Powell Investment Advisors
Florida
$872K -$1.91K -10 -0.2%
IA
1512
IMZ Advisory
Florida
$872K +$29K +152 +3%
Fiera Capital (Canada)
1513
Fiera Capital (Canada)
Quebec, Canada
$872K -$39.1K -205 -4%
JGIA
1514
Jackson Grant Investment Advisers
Connecticut
$870K -$88.6K -464 -9%
PFA
1515
Plotkin Financial Advisors
Maryland
$869K +$869K +4,552 New
NCM
1516
NCM Capital Management
New Jersey
$869K
PIA
1517
Perennial Investment Advisors
California
$865K -$14.7K -77 -2%
RIA
1518
Realta Investment Advisors
Delaware
$864K -$330K -1,726 -28%
PWM
1519
Proathlete Wealth Management
Florida
$864K -$23.7K -124 -3%
TT
1520
TI-Trust
Illinois
$864K
WAM
1521
WNY Asset Management
New York
$863K -$161K -845 -16%
EFG
1522
Everhart Financial Group
Ohio
$863K +$61.3K +321 +8%
CF
1523
Copperwynd Financial
Arizona
$862K -$25.2K -132 -3%
CI
1524
Conning Inc
Connecticut
$862K +$167K +877 +24%
FAG
1525
Fortitude Advisory Group
Washington
$861K +$19.1K +100 +2%