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 %
SC
1601
Stephens Consulting
Michigan
$692K -$20.4K -118 -3%
FWTB
1602
First Western Trust Bank
Colorado
$690K -$155K -894 -18%
WDG
1603
Wealth Dimensions Group
Ohio
$686K -$44.8K -259 -6%
Fiera Capital (Canada)
1604
Fiera Capital (Canada)
Quebec, Canada
$686K -$104K -600 -13%
LFA
1605
LifeGuide Financial Advisors
Pennsylvania
$681K +$4.84K +28 +0.7%
HGERS
1606
Householder Group Estate & Retirement Specialist
Arizona
$681K +$61.5K +356 +10%
NRI
1607
NFP Retirement Inc
California
$681K -$34.1K -197 -5%
SFSG
1608
Sound Financial Strategies Group
Mississippi
$680K +$23K +133 +3%
PP
1609
PDS Planning
Ohio
$679K +$7.78K +45 +1%
IFWM
1610
Institute for Wealth Management
Colorado
$678K +$17.8K +103 +3%
BB
1611
Berkshire Bank
Massachusetts
$678K -$80.8K -467 -11%
WRPWM
1612
Werba Rubin Papier Wealth Management
California
$678K +$678K +3,918 New
DWM
1613
Dopkins Wealth Management
New York
$675K +$34.6K +200 +5%
LA
1614
Legacy Advisors
Pennsylvania
$673K +$15.6K +90 +2%
IPW
1615
Invictus Private Wealth
Colorado
$672K -$29.1K -168 -4%
CIG
1616
Cullen Investment Group
Louisiana
$672K +$42K +243 +7%
SAI
1617
Savvy Advisors Inc
New York
$672K +$43.4K +251 +7%
ONST
1618
Old North State Trust
North Carolina
$670K +$17.3K +100 +3%
CPC
1619
Congress Park Capital
New York
$668K -$235K -1,360 -26%
KFS
1620
Keynote Financial Services
Connecticut
$668K +$6.4K +37 +1%
RIM
1621
Reliant Investment Management
Tennessee
$668K +$10.4K +60 +2%
RI
1622
Rinkey Investments
California
$667K
CICI
1623
Capital Investment Counsel Inc
North Carolina
$665K
SAM
1624
SignalPoint Asset Management
Missouri
$665K
PA
1625
Procyon Advisors
Connecticut
$665K -$12.8K -74 -2%