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 %
BAM
1726
Blueshift Asset Management
New Jersey
$639K +$639K +3,344 New
GWM
1727
GDS Wealth Management
Texas
$638K +$6.49K +34 +1%
HCM
1728
Hutchinson Capital Management
California
$638K +$1.15K +6 +0.2%
BP
1729
BBR Partners
New York
$638K +$66.8K +350 +12%
FSC
1730
Full Sail Capital
Oklahoma
$637K +$382 +2 +0.1%
BFG
1731
Baron Financial Group
New Jersey
$637K +$764 +4 +0.1%
IIC
1732
Integrated Investment Consultants
Michigan
$637K -$4.97K -26 -0.8%
SIA
1733
Soltis Investment Advisors
Utah
$635K -$116K -607 -15%
EWA
1734
Encompass Wealth Advisors
Oregon
$634K +$382 +2 +0.1%
FA
1735
Fiducient Advisors
Illinois
$634K +$6.11K +32 +1%
GPA
1736
Garrison Point Advisors
California
$634K
BAM
1737
Bosun Asset Management
Illinois
$634K +$16.2K +85 +3%
MIM
1738
Morningstar Investment Management
Illinois
$633K
KCM
1739
Kendall Capital Management
Maryland
$633K -$8.59K -45 -1%
WG
1740
Wealth Group
North Carolina
$632K +$632K +3,308 New
TVAMP
1741
Tennessee Valley Asset Management Partners
Tennessee
$632K -$625K -3,273 -50%
HA
1742
HFG Advisors
Ohio
$631K -$6.11K -32 -1%
BIP
1743
Blueprint Investment Partners
North Carolina
$630K +$50.6K +265 +9%
GLLW
1744
Graves Light Lenhart Wealth
Virginia
$629K -$6.3K -33 -1%
OF
1745
Outfitter Financial
Maine
$629K +$629K +3,292 New
FI
1746
FWG Investments
Kentucky
$627K +$955 +5 +0.2%
MMA
1747
Miracle Mile Advisors
California
$627K +$31.5K +165 +5%
SAM
1748
Smartleaf Asset Management
Massachusetts
$625K +$145K +758 +30%
JC
1749
JB Capital
Connecticut
$624K +$15.7K +82 +3%
VNA
1750
Valley National Advisers
Pennsylvania
$624K +$22.5K +118 +4%