2,738 hedge funds and large institutions have $94.8B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,187 increasing their positions, 999 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,738
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.82%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
152
Increased
1,187
Reduced
999
Closed
163
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
1551
AlTi Global
New York
$757K -$22K -127 -3%
AP
1552
Appleton Partners
Massachusetts
$756K -$16.1K -93 -2%
CCB
1553
Cutter & Co Brokerage
Missouri
$756K -$9.51K -55 -1%
HCS
1554
Himension Capital (Singapore)
Singapore
$756K +$756K +4,369 New
AA
1555
Argent Advisors
Louisiana
$755K -$2.94K -17 -0.4%
VA
1556
Valmark Advisers
Ohio
$753K +$94.3K +545 +14%
CFP
1557
Catalyst Financial Partners
Massachusetts
$749K +$174K +1,007 +30%
ICP
1558
Interchange Capital Partners
Pennsylvania
$749K +$749K +4,332 New
IIM
1559
InTrack Investment Management
Vermont
$747K -$16.3K -94 -2%
BONH
1560
Bank of New Hampshire
New Hampshire
$747K -$8.65K -50 -1%
WBWA
1561
William B. Walkup & Associates
South Carolina
$747K +$747K +4,318 New
OFG
1562
Oxford Financial Group
Indiana
$744K +$453K +2,619 +156%
PCMI
1563
Paradigm Capital Management Inc
New York
$744K
MTIC
1564
Missouri Trust & Investment Company
Missouri
$743K +$51.9K +300 +8%
MIS
1565
Morningstar Investment Services
Illinois
$740K -$75.4K -441 -9%
HBT
1566
Heartland Bank & Trust
Illinois
$737K +$6.05K +35 +0.8%
CWM
1567
Cranbrook Wealth Management
Michigan
$737K
PFGIA
1568
Patriot Financial Group Insurance Agency
Massachusetts
$731K +$12.3K +71 +2%
HAS
1569
HBW Advisory Services
California
$730K -$88K -509 -11%
SWA
1570
Sax Wealth Advisors
New Jersey
$730K +$80.6K +466 +12%
HFS
1571
Heritage Financial Services
Massachusetts
$730K -$144K -830 -16%
CWA
1572
CJM Wealth Advisers
Virginia
$730K +$1.23K +7 +0.2%
AC
1573
Apella Capital
Connecticut
$729K +$321K +1,818 +79%
IA
1574
IMZ Advisory
Florida
$728K -$61K -353 -8%
AC
1575
Abbrea Capital
California
$727K +$14.4K +83 +2%