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 %
WA1
1601
Wimmer Associates 1
California
$752K -$8.02K -42 -1%
PA
1602
Procyon Advisors
Connecticut
$748K -$182K -955 -20%
LFA
1603
LifeGuide Financial Advisors
Pennsylvania
$747K
QC
1604
Quent Capital
New York
$746K +$52.7K +276 +8%
BCM
1605
BluePath Capital Management
Georgia
$745K -$140K -731 -16%
VIA
1606
Virtus Investment Advisers
Connecticut
$745K -$48.5K -254 -6%
PCA
1607
Pallas Capital Advisors
Massachusetts
$744K -$8.59K -45 -1%
SW
1608
SMART Wealth
Nebraska
$744K +$73.3K +384 +11%
EHC
1609
Everett Harris & Co
California
$741K +$33.4K +175 +5%
CAL
1610
Capital Advisors Ltd
Ohio
$741K +$4.39K +23 +0.6%
PP
1611
PDS Planning
Ohio
$741K +$33.6K +176 +5%
QPBE
1612
Quintet Private Bank (Europe)
Luxembourg
$739K -$113K -517 -13%
GC
1613
Gilbert & Cook
Iowa
$738K -$4.77K -25 -0.6%
RI
1614
Rinkey Investments
California
$736K +$34.4K +180 +5%
VCM
1615
Virtue Capital Management
Tennessee
$735K +$212K +1,146 +40%
CICI
1616
Capital Investment Counsel Inc
North Carolina
$735K -$1.51M -7,892 -67%
SAM
1617
SignalPoint Asset Management
Missouri
$734K -$9.55K -50 -1%
CWC
1618
Carolinas Wealth Consulting
North Carolina
$734K -$1.07M -5,580 -59%
KFS
1619
Keynote Financial Services
Connecticut
$730K +$730K +3,824 New
JSW
1620
Journey Strategic Wealth
New Jersey
$730K +$278K +1,454 +61%
LIA
1621
LifePlan Investment Advisors
North Carolina
$730K +$5.54K +29 +0.8%
IFWM
1622
Institute for Wealth Management
Colorado
$729K -$60.3K -316 -8%
SFC
1623
Strategic Financial Concepts
Texas
$729K +$729K +3,815 New
BDFN
1624
Bond & Devick Financial Network
Minnesota
$729K -$7.64K -40 -1%
FB
1625
First Bancorp
Maine
$728K +$135K +709 +23%