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 %
AA
1751
Auxano Advisors
Washington
$624K -$25.4K -133 -4%
MSRI
1752
Michael S. Ryan Inc
New York
$623K -$8.02K -42 -1%
LC
1753
LCNB Corp
Ohio
$619K -$42K -220 -6%
DIA
1754
Dana Investment Advisors
Wisconsin
$618K -$11.3K -59 -2%
PMG
1755
ProVise Management Group
Florida
$617K -$531K -2,782 -46%
DG
1756
DMC Group
Alabama
$617K +$60.3K +316 +11%
MFC
1757
Mechanics Financial Corp
Ohio
$616K
ARC
1758
Advisor Resource Council
Texas
$614K -$707K -4,303 -54%
PBO
1759
Peoples Bank (Ohio)
Ohio
$614K +$9.55K +50 +2%
EFSCE
1760
Enterprise Financial Services Corp (EFSC)
Missouri
$613K +$26.4K +138 +4%
ITIM
1761
Indiana Trust & Investment Management
Indiana
$612K -$25.8K -135 -4%
TWP
1762
Tyche Wealth Partners
Texas
$612K -$163K -854 -21%
RFP
1763
Roth Financial Partners
Texas
$611K -$427K -2,234 -41%
HIM
1764
Hillsdale Investment Management
Ontario, Canada
$611K +$611K +3,200 New
TIA
1765
Traphagen Investment Advisors
New Jersey
$610K +$7.26K +38 +1%
CFFP
1766
Center for Financial Planning
Michigan
$610K +$117K +613 +24%
HR
1767
Howe & Rusling
New York
$610K -$32.8K -172 -5%
BFA
1768
Bill Few Associates
Pennsylvania
$610K +$26.9K +141 +5%
BFG
1769
Bouchey Financial Group
New York
$609K -$31.7K -166 -5%
CFP
1770
Catalyst Financial Partners
Massachusetts
$609K +$30.2K +165 +5%
GWA
1771
Gratus Wealth Advisors
Virginia
$605K +$181 +1 +0%
WIM
1772
Warwick Investment Management
Texas
$604K +$51.7K +271 +9%
MHWM
1773
Montz Harcus Wealth Management
Louisiana
$598K +$4.97K +26 +0.8%
IAS
1774
Investment Advisory Services
Texas
$598K -$13.4K -70 -2%
KFGK
1775
Keystone Financial Group (Kentucky)
Kentucky
$598K +$133K +696 +29%