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 %
AWA
1801
Amplius Wealth Advisors
Pennsylvania
$518K -$233K -1,349 -31%
NWA
1802
Navis Wealth Advisors
New York
$518K -$1.04K -6 -0.2%
LW
1803
Libra Wealth
California
$517K
UWPG
1804
Ullmann Wealth Partners Group
Florida
$516K +$28.7K +166 +6%
MTC
1805
McDaniel Terry & Co
Texas
$516K -$15.4K -89 -3%
WFI
1806
West Family Investments
California
$516K -$3.11K -18 -0.6%
SRIM
1807
Saratoga Research & Investment Management
California
$513K -$5.36K -31 -1%
HFS
1808
Howard Financial Services
Texas
$513K +$2.42K +14 +0.5%
EAM
1809
Empirical Asset Management
Massachusetts
$512K +$50.5K +292 +11%
AWM
1810
Aberdeen Wealth Management
Illinois
$512K +$8.65K +50 +2%
BCG
1811
Breakwater Capital Group
New Jersey
$511K +$50.8K +294 +11%
MLA
1812
MB, Levis & Associates
Pennsylvania
$510K +$346 +2 +0.1%
FAFN
1813
First Affirmative Financial Network
Colorado
$510K +$15.6K +90 +3%
WFA
1814
WMG Financial Advisors
Tennessee
$509K +$37.4K +216 +8%
BFM
1815
Boothbay Fund Management
New York
$509K +$187K +1,082 +58%
BFA
1816
Benedict Financial Advisors
Georgia
$509K +$225K +1,300 +79%
PAS
1817
Professional Advisory Services
Florida
$507K
AC
1818
Allstate Corporation
Illinois
$503K -$10.2K -59 -2%
TWP
1819
Tyche Wealth Partners
Texas
$503K -$51.4K -297 -9%
OCM
1820
One Capital Management
California
$502K +$155K +898 +45%
IP
1821
Ignite Planners
California
$502K +$2.64K +15 +0.5%
HNB
1822
Hilltop National Bank
Wyoming
$502K -$4.5K -26 -0.9%
DIM
1823
DLK Investment Management
California
$501K
WMA
1824
West Michigan Advisors
Michigan
$500K +$9.17K +53 +2%
MFC
1825
Morris Financial Concepts
South Carolina
$499K