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 %
LSIA
1801
LaSalle St. Investment Advisors
Illinois
$577K +$178K +1,000 +45%
TLP
1802
Trinity Legacy Partners
Texas
$576K -$74.1K -388 -11%
WCAMG
1803
Woodard & Company Asset Management Group
North Carolina
$574K +$17.2K +90 +3%
NWA
1804
Navis Wealth Advisors
New York
$573K +$9.36K +49 +2%
SRIM
1805
Saratoga Research & Investment Management
California
$573K -$23.1K -121 -4%
WFI
1806
West Family Investments
California
$573K +$50.2K +263 +10%
LW
1807
Libra Wealth
California
$571K
RWM
1808
RBA Wealth Management
California
$569K -$14.1K -74 -2%
FNC
1809
First National Corp
Massachusetts
$568K
BCM
1810
Buckhead Capital Management
Georgia
$568K -$3.25K -17 -0.6%
APG
1811
Abacus Planning Group
South Carolina
$567K -$8.59K -45 -1%
AC
1812
Allstate Corporation
Illinois
$566K
BCP
1813
Berkeley Capital Partners
Georgia
$566K +$566K +2,962 New
HFS
1814
Howard Financial Services
Texas
$563K -$1.53K -8 -0.3%
MLA
1815
MB, Levis & Associates
Pennsylvania
$563K +$382 +2 +0.1%
NRG
1816
Nemes Rush Group
Michigan
$561K -$16.8K -88 -3%
PAS
1817
Professional Advisory Services
Florida
$560K
HNB
1818
Hilltop National Bank
Wyoming
$560K +$560K +2,930 New
OWA
1819
Opal Wealth Advisors
New York
$558K -$74.5K -390 -12%
SCA
1820
Sandy Cove Advisors
Massachusetts
$558K -$17K -89 -3%
FBT
1821
First Bankers Trust
Kentucky
$557K +$78.3K +410 +16%
AWM
1822
Aberdeen Wealth Management
Illinois
$556K
HB
1823
HTLF Bank
Colorado
$555K +$1.72K +9 +0.3%
KIG
1824
Kennedy Investment Group
New Jersey
$554K -$40.7K -213 -7%
CHA
1825
Cooper/Haims Advisors
New York
$553K