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 %
DTC
1701
Davidson Trust Company
Washington
$658K +$19.1K +100 +3%
WAG
1702
Wallace Advisory Group
California
$656K -$12.9K -79 -2%
EARNEST Partners
1703
EARNEST Partners
Georgia
$655K +$6.3K +33 +1%
EMAM
1704
Encompass More Asset Management
California
$655K +$655K +3,431 New
CWG
1705
Cornerstone Wealth Group
North Carolina
$655K +$324K +1,697 +98%
FPFS
1706
First Personal Financial Services
North Carolina
$655K -$14.3K -75 -2%
PWP
1707
Precedent Wealth Partners
Texas
$653K +$60.2K +315 +10%
MCCP
1708
Mission Creek Capital Partners
California
$653K -$211K -1,104 -24%
CRI
1709
Colonial River Investments
Virginia
$653K +$103K +539 +19%
FCP
1710
Fidelis Capital Partners
Florida
$653K +$224K +1,173 +52%
SI
1711
Saxon Interests
Texas
$652K -$684K -3,584 -51%
VC
1712
Vicus Capital
Pennsylvania
$649K +$9.55K +50 +1%
NFSG
1713
Newbridge Financial Services Group
Florida
$647K +$63.6K +333 +11%
EHWM
1714
Eads & Heald Wealth Management
Georgia
$644K -$37.6K -197 -6%
FFP
1715
FourThought Financial Partners
Florida
$644K -$24.3K -127 -4%
BOS
1716
Bank of Stockton
California
$643K +$114K +597 +22%
TFF
1717
The Family Firm
Maryland
$643K +$955 +5 +0.1%
LAI
1718
Legal Advantage Investments
California
$643K +$643K +3,366 New
ML
1719
McAdam LLC
Pennsylvania
$642K -$62.2K -326 -9%
VFP
1720
Verus Financial Partners
Virginia
$641K
SPL
1721
Smart Portfolios LLC
Washington
$641K +$24.8K +130 +4%
DAM
1722
Derbend Asset Management
Georgia
$641K +$43.4K +227 +7%
BFC
1723
Bedel Financial Consulting
Indiana
$640K -$26.9K -141 -4%
WP
1724
WMS Partners
Maryland
$640K +$58.6K +307 +10%
BTW
1725
Boston Trust Walden
Massachusetts
$639K