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 %
BWA
1901
BlueSky Wealth Advisors
North Carolina
$496K -$4.97K -26 -1%
6F
1902
626 Financial
Michigan
$494K +$17.2K +90 +4%
DAM
1903
Doheny Asset Management
California
$494K -$99K -518 -17%
TCM
1904
Towercrest Capital Management
Pennsylvania
$494K +$128K +672 +35%
WWS
1905
Wellington Wealth Strategies
Indiana
$492K +$492K +2,576 New
FAM
1906
Fenimore Asset Management
New York
$491K
JWBC
1907
J.W. Burns & Co
New York
$491K +$47.7K +250 +11%
GCA
1908
Genesee Capital Advisors
New York
$490K
CCG
1909
Chatham Capital Group
Georgia
$490K -$7.64K -40 -2%
BMO
1910
Beck Mack & Oliver
New York
$488K +$10.9K +57 +2%
IFAM
1911
Institutional & Family Asset Management
Colorado
$488K +$573 +3 +0.1%
SAW
1912
Signal Advisors Wealth
Michigan
$488K +$18.9K +99 +4%
WBCM
1913
Wilson & Boucher Capital Management
California
$487K -$9.17K -48 -2%
BWAM
1914
Boyd Watterson Asset Management
Ohio
$487K +$191 +1 +0%
FIC
1915
FCG Investment Company
Tennessee
$487K -$1.31M -6,850 -73%
PAM
1916
Pegasus Asset Management
New York
$486K
CFG
1917
CKW Financial Group
Hawaii
$484K +$2.28K +12 +0.5%
GFP
1918
Gryphon Financial Partners
Ohio
$484K +$26.5K +139 +6%
FWM
1919
Finer Wealth Management
Massachusetts
$483K +$955 +5 +0.2%
PGIM
1920
Pacific Global Investment Management
California
$483K
SCG
1921
Sonata Capital Group
Washington
$482K +$482K +2,525 New
SSW
1922
Smith Shellnut Wilson
Mississippi
$482K
HI
1923
Human Investing
Oregon
$481K -$11.3K -59 -2%
LA
1924
LM Advisors
California
$481K -$38.2K -200 -7%
KWM
1925
KFG Wealth Management
Indiana
$480K -$191 -1 -0%