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 %
FFA
1851
Fragasso Financial Advisors
Pennsylvania
$542K +$132K +689 +32%
IP
1852
Ignite Planners
California
$539K -$408K -2,147 -43%
TNB
1853
Thomasville National Bank
Georgia
$539K +$1.91K +10 +0.4%
UWPG
1854
Ullmann Wealth Partners Group
Florida
$538K +$22.9K +120 +4%
WCG
1855
Weaver Consulting Group
California
$537K
AWM
1856
Angeles Wealth Management
California
$536K +$14.1K +74 +3%
PPW
1857
Pasadena Private Wealth
California
$536K +$120K +626 +29%
GG
1858
Greenwood Gearhart
Arkansas
$536K -$15.7K -82 -3%
FIM
1859
Fruth Investment Management
Texas
$534K
BLC
1860
Brown, Lisle/Cummings
Rhode Island
$534K +$18.1K +95 +4%
PWM
1861
Provident Wealth Management
Tennessee
$531K +$11.6K +61 +2%
CFMC
1862
Curbstone Financial Management Corp
New Hampshire
$530K +$38.2K +200 +8%
ACM
1863
Ategra Capital Management
Virginia
$529K -$16.2K -85 -3%
FF
1864
Financial Futures
New Jersey
$527K -$73.1K -383 -12%
HCMG
1865
Howard Capital Management Group
California
$527K
ST
1866
Sabal Trust
Florida
$526K +$184K +964 +54%
EW
1867
Evoke Wealth
California
$524K +$524K +2,746 New
LGA
1868
Lebenthal Global Advisors
New York
$524K -$218K -1,140 -29%
WFA
1869
WMG Financial Advisors
Tennessee
$521K +$20.8K +109 +4%
OIA
1870
Optimum Investment Advisors
Illinois
$521K +$38.2K +200 +8%
CTB
1871
Country Trust Bank
Illinois
$518K -$18.7K -98 -3%
HWM
1872
Horizon Wealth Management
Illinois
$518K +$185K +967 +55%
MAM
1873
MWA Asset Management
Massachusetts
$516K +$516K +2,703 New
SWA
1874
SOA Wealth Advisors
New York
$516K +$1.34K +7 +0.3%
Eagle Capital Management (New York)
1875
Eagle Capital Management (New York)
New York
$516K