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 %
WLPWM
1626
Walled Lake Planning & Wealth Management
Illinois
$728K +$1.91K +10 +0.3%
VA
1627
Valmark Advisers
Ohio
$727K +$13.2K +69 +2%
LA
1628
Legacy Advisors
Pennsylvania
$726K -$150K -787 -17%
SFSG
1629
Sound Financial Strategies Group
Mississippi
$726K -$20.8K -109 -3%
RIM
1630
Reliant Investment Management
Tennessee
$726K
LWM
1631
Laidlaw Wealth Management
New York
$724K -$526K -2,754 -42%
FCM
1632
Firestone Capital Management
Florida
$723K
LC
1633
Lindbrook Capital
California
$723K +$37.2K +195 +5%
MIM
1634
MTM Investment Management
South Carolina
$722K -$75.4K -395 -9%
WA
1635
Wealth Architects
California
$722K -$365K -1,910 -34%
ONST
1636
Old North State Trust
North Carolina
$721K +$721K +3,774 New
FUBT
1637
First United Bank & Trust
Maryland
$720K
SPC
1638
Spirepoint Private Client
Florida
$720K +$720K +3,768 New
EBA
1639
Eagle Bay Advisors
New York
$718K -$39.9K -209 -5%
SWA
1640
Sax Wealth Advisors
New Jersey
$717K -$573 -3 -0.1%
ANBT
1641
American National Bank & Trust
Texas
$716K +$112K +588 +19%
CF
1642
Centaurus Financial
California
$715K +$61.5K +322 +9%
PS
1643
Planned Solutions
California
$714K
QWP
1644
Quotient Wealth Partners
Texas
$713K +$59.6K +312 +9%
WC
1645
Weil Company
California
$711K +$4.2K +22 +0.6%
RWM
1646
Revisor Wealth Management
Ohio
$710K +$245K +1,379 +53%
SC
1647
Sawyer & Company
Massachusetts
$710K -$9.17K -48 -1%
OC
1648
Oarsman Capital
Wisconsin
$709K +$217K +1,136 +44%
DWM
1649
Dopkins Wealth Management
New York
$707K +$707K +3,700 New
HCM
1650
Hengehold Capital Management
Ohio
$706K -$17.4K -91 -2%