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 %
AG
1526
AlTi Global
New York
$860K +$441K +2,310 +105%
AC
1527
Avestar Capital
New York
$858K +$181K +950 +27%
SA
1528
Sage Advisors
Colorado
$856K +$4.39K +23 +0.5%
TFS
1529
Thoroughbred Financial Services
Tennessee
$855K -$816K -4,278 -49%
BCCM
1530
Bridge Creek Capital Management
Massachusetts
$853K -$241K -1,260 -22%
AP
1531
Appleton Partners
Massachusetts
$852K -$376K -1,970 -31%
SPWG
1532
Syntegra Private Wealth Group
Missouri
$852K
LSAG
1533
Lake Street Advisors Group
New Hampshire
$851K +$25.4K +133 +3%
CCB
1534
Cutter & Co Brokerage
Missouri
$845K +$1.15K +6 +0.1%
IIM
1535
InTrack Investment Management
Vermont
$843K -$272K -1,426 -24%
PFBT
1536
Parkside Financial Bank & Trust
Missouri
$843K -$17.6K -92 -2%
RDWM
1537
Red Door Wealth Management
Tennessee
$843K +$418K +2,189 +98%
MPCG
1538
Matrix Private Capital Group
New York
$839K
BB
1539
Berkshire Bank
Massachusetts
$838K -$104K -543 -11%
AA
1540
Argent Advisors
Louisiana
$837K -$21K -110 -2%
BONH
1541
Bank of New Hampshire
New Hampshire
$834K +$9.55K +50 +1%
ATWA
1542
Arbor Trust Wealth Advisors
Michigan
$833K +$68.8K +370 +9%
LCGC
1543
Legacy Capital Group California
California
$830K -$25.6K -134 -3%
AWA
1544
Amplius Wealth Advisors
Pennsylvania
$829K +$382 +2 +0%
SFA
1545
Souders Financial Advisors
Ohio
$827K +$199K +1,041 +32%
CSB
1546
City State Bank
Iowa
$822K -$13.4K -70 -2%
PCMI
1547
Paradigm Capital Management Inc
New York
$821K -$19.1K -100 -2%
PM
1548
Penbrook Management
New York
$820K -$18.1K -95 -2%
CA
1549
Continuum Advisory
Idaho
$819K -$78K -469 -9%
M
1550
MOTCO
Texas
$819K +$499K +2,614 +156%