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 %
BEI
1551
Benjamin Edwards Inc
Missouri
$816K -$127K -663 -13%
MCM
1552
Maple Capital Management
Vermont
$814K -$1.13M -5,911 -58%
CWM
1553
Cranbrook Wealth Management
Michigan
$813K +$191 +1 +0%
HBT
1554
Heartland Bank & Trust
Illinois
$807K +$807K +4,228 New
HHAA
1555
Henry H. Armstrong Associates
Pennsylvania
$807K -$137K -720 -15%
WDG
1556
Wealth Dimensions Group
Ohio
$807K
AW
1557
Apricus Wealth
South Carolina
$806K +$45.8K +240 +6%
WAM
1558
Weatherly Asset Management
California
$805K -$86.9K -455 -10%
CIC
1559
Chase Investment Counsel
Virginia
$804K +$804K +4,212 New
CIA
1560
Cape Investment Advisory
Georgia
$802K +$381K +1,994 +90%
LA
1561
LexAurum Advisors
Kansas
$801K -$227K -1,187 -22%
SPC
1562
Stewart & Patten Company
California
$800K -$42K -220 -5%
HWA
1563
Heritage Wealth Advisors
Virginia
$800K -$37K -194 -4%
CHC
1564
City Holding Co
West Virginia
$795K +$2.86K +15 +0.4%
CWA
1565
CJM Wealth Advisers
Virginia
$794K +$1.15K +6 +0.1%
PFGIA
1566
Patriot Financial Group Insurance Agency
Massachusetts
$794K +$10.3K +54 +1%
CHJWM
1567
Carlton Hofferkamp & Jenks Wealth Management
Texas
$791K -$73.3K -434 -8%
BFO
1568
Boston Family Office
Massachusetts
$791K +$210K +1,102 +36%
WA
1569
Waddell & Associates
Tennessee
$791K +$49.8K +261 +7%
PFA
1570
Pure Financial Advisors
California
$790K +$70.5K +369 +10%
NRI
1571
NFP Retirement Inc
California
$789K +$410K +2,145 +108%
LWA
1572
Lantern Wealth Advisors
New York
$788K -$191K -999 -19%
PC
1573
Port Capital
Illinois
$787K -$81.4K -426 -9%
AC
1574
Abbrea Capital
California
$787K
SC
1575
Stephens Consulting
Michigan
$786K +$573 +3 +0.1%