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 %
LFG
1826
Larson Financial Group
Missouri
$553K +$93.7K +491 +20%
DIM
1827
DLK Investment Management
California
$553K -$19.1K -100 -3%
RAG
1828
RIA Advisory Group
Iowa
$552K +$552K +2,893 New
UAG
1829
United Advisor Group
Ohio
$552K -$38.6K -202 -7%
FTWA
1830
Fifth Third Wealth Advisors
Ohio
$552K +$310K +1,621 +128%
MFC
1831
Morris Financial Concepts
South Carolina
$551K +$2.48K +13 +0.5%
HIC
1832
Harvey Investment Company
Kentucky
$550K -$9.54K -50 -2%
OCM
1833
Orion Capital Management
California
$550K
OC
1834
Opinicus Capital
Florida
$550K -$19.3K -101 -3%
TC
1835
Truvestments Capital
Florida
$550K -$85.5K -448 -13%
KS
1836
Karpas Strategies
Connecticut
$549K +$573 +3 +0.1%
APW
1837
Austin Private Wealth
Texas
$548K +$78.3K +410 +17%
LCWP
1838
Legacy Capital Wealth Partners
Arkansas
$548K +$548K +4,359 New
PA
1839
Planning Alternatives
Michigan
$548K
BI
1840
Bramshill Investments
Florida
$547K -$190K -996 -26%
CGA
1841
Crescent Grove Advisors
Illinois
$547K -$57.3K -300 -9%
BA
1842
Ballast Advisors
Minnesota
$547K +$97.2K +509 +22%
BOH
1843
Bank of Hawaii
Hawaii
$546K -$114K -599 -17%
WWM
1844
Waterway Wealth Management
Texas
$546K +$42.4K +222 +8%
FAFN
1845
First Affirmative Financial Network
Colorado
$546K -$16.6K -87 -3%
FMTC
1846
Farmers & Merchants Trust Company
California
$545K -$223K -1,167 -29%
DOA
1847
D'Orazio & Associates
Virginia
$544K +$2.87K +15 +0.5%
MFG
1848
Magnus Financial Group
New York
$543K +$15.3K +80 +3%
OCPWS
1849
One Charles Private Wealth Services
Massachusetts
$542K
WMA
1850
West Michigan Advisors
Michigan
$542K +$44.1K +231 +9%