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 %
MSWM
1876
McGlone Suttner Wealth Management
Wisconsin
$513K +$60.7K +318 +13%
SC
1877
Sapient Capital
Indiana
$512K -$127K -665 -20%
BC
1878
Barrett & Company
Rhode Island
$511K +$955 +5 +0.2%
LA
1879
Lakeside Advisors
Washington
$511K +$24.8K +130 +5%
GSC
1880
G&S Capital
Colorado
$510K -$935K -4,894 -65%
EAM
1881
Empirical Asset Management
Massachusetts
$510K +$510K +2,668 New
SOAMC
1882
Spirit of America Management Corp
New York
$509K
BCG
1883
Breakwater Capital Group
New Jersey
$508K
FBB
1884
Fulton Breakefield Broenniman
Maryland
$508K -$7.45K -39 -1%
CAM
1885
Close Asset Management
United Kingdom
$506K +$20.6K +108 +4%
WCM
1886
Windsor Capital Management
Arizona
$506K -$4.96K -26 -1%
BW
1887
BIP Wealth
Georgia
$505K -$71.6K -375 -12%
AGP
1888
Autumn Glory Partners
Texas
$504K -$110K -575 -18%
MCM
1889
Magnolia Capital Management
New York
$504K
TWM
1890
TriaGen Wealth Management
California
$502K -$9.55K -50 -2%
ACP
1891
Aveo Capital Partners
Colorado
$502K -$11.8K -71 -2%
HC
1892
Hamilton Capital
Ohio
$501K +$130K +681 +35%
VWA
1893
Visionary Wealth Advisors
Illinois
$501K +$18.5K +97 +4%
SHGA
1894
Sand Hill Global Advisors
California
$501K
MHIC
1895
Marble Harbor Investment Counsel
Massachusetts
$500K +$9.55K +50 +2%
PCMC
1896
Private Capital Management (Colorado)
Colorado
$500K -$26.7K -140 -5%
IDBONY
1897
Israel Discount Bank of New York
New York
$499K -$293K -1,535 -37%
SL
1898
Salomon & Ludwin
Virginia
$499K +$80.4K +421 +19%
CWM
1899
Chesapeake Wealth Management
Virginia
$497K +$27.7K +145 +6%
TIM
1900
Tortoise Investment Management
New York
$496K +$191 +1 +0%