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 %
EARNEST Partners
1751
EARNEST Partners
Georgia
$552K -$41.2K -238 -7%
NPF
1752
Norris Perne & French
Michigan
$551K -$51.9K -300 -9%
BWA
1753
BlueSky Wealth Advisors
North Carolina
$551K +$102K +590 +23%
ITIM
1754
Indiana Trust & Investment Management
Indiana
$551K -$3.46K -20 -0.6%
GCM
1755
Gallacher Capital Management
Colorado
$548K +$302K +1,747 +123%
BFG
1756
Bouchey Financial Group
New York
$548K -$3.46K -20 -0.6%
WAG
1757
Wallace Advisory Group
California
$545K -$148K -855 -21%
MHWM
1758
Montz Harcus Wealth Management
Louisiana
$545K +$3.8K +22 +0.7%
HPG
1759
Harvest Portfolios Group
Ontario, Canada
$544K -$72.5K -419 -12%
WP
1760
WMS Partners
Maryland
$544K -$34.9K -202 -6%
EWA
1761
Encompass Wealth Advisors
Oregon
$544K -$30.3K -175 -5%
HR
1762
Howe & Rusling
New York
$544K -$8.65K -50 -2%
BEI
1763
Benjamin Edwards Inc
Missouri
$543K -$195K -1,130 -26%
SFP
1764
Sweet Financial Partners
Minnesota
$543K +$6.92K +40 +1%
IAS
1765
Investment Advisory Services
Texas
$543K +$1.04K +6 +0.2%
LIA
1766
Lynx Investment Advisory
District of Columbia
$542K +$542K +3,133 New
CCG
1767
Catalina Capital Group
California
$541K +$139K +801 +34%
WJA
1768
Willis Johnson & Associates
Texas
$541K +$173 +1 +0%
CA
1769
Cornerstone Advisory
Maryland
$541K +$1.21K +7 +0.2%
DG
1770
DMC Group
Alabama
$540K -$18.5K -107 -3%
CHA
1771
Cooper/Haims Advisors
New York
$540K +$38.9K +225 +8%
WA
1772
WBH Advisory
Maryland
$539K -$57.4K -332 -10%
MCM
1773
MV Capital Management
Maryland
$538K +$1.38K +8 +0.3%
KIG
1774
Kennedy Investment Group
New Jersey
$537K +$35.5K +205 +7%
APW
1775
Austin Private Wealth
Texas
$536K +$38.7K +224 +8%