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IBM
IBM

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$345M
2
UBS AM
UBS AM
Illinois
+$313M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$183M
4
Swedbank
Swedbank
Sweden
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$170M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$339M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$212M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$140M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
1901
Boyd Watterson Asset Management
Ohio
$441K – – –
FF
1902
Francis Financial
$441K +$15.6K +90 +4%
GI
1903
Gradient Investments
Minnesota
$440K +$150K +867 +52%
FMTC
1904
Farmers & Merchants Trust Company
California
$440K -$54K -312 -11%
FIC
1905
FCG Investment Company
Tennessee
$439K -$1.73K -10 -0.4%
WCFA
1906
Walkner Condon Financial Advisors
Wisconsin
$439K +$6.75K +39 +2%
VWA
1907
Visionary Wealth Advisors
Illinois
$438K -$15.6K -90 -3%
KWM
1908
KFG Wealth Management
Indiana
$438K +$3.46K +20 +0.8%
SSW
1909
Smith Shellnut Wilson
Mississippi
$436K – – –
LA
1910
LM Advisors
California
$436K – – –
PAM
1911
Pegasus Asset Management
New York
$435K -$5.19K -30 -1%
PGIM
1912
Pacific Global Investment Management
California
$435K -$2.59K -15 -0.6%
UAS
1913
United Asset Strategies
New York
$434K +$17.1K +99 +4%
WP
1914
WealthShield Partners
North Carolina
$433K +$19.5K +113 +5%
ACM
1915
Armbruster Capital Management
New York
$432K +$9.69K +56 +2%
WF
1916
Wayfinding Financial
Washington
$431K -$1.73K -10 -0.4%
TAM
1917
Trillium Asset Management
Massachusetts
$431K -$691 -4 -0.2%
NPP
1918
New Potomac Partners
Maryland
$430K – – –
EFG
1919
Ethos Financial Group
Pennsylvania
$429K +$36.5K +211 +9%
CWC
1920
Carolinas Wealth Consulting
North Carolina
$428K -$236K -1,364 -36%
BIG
1921
Builder Investment Group
Georgia
$428K – – –
TW
1922
TritonPoint Wealth
Maryland
$427K +$22.3K +129 +6%
DSN
1923
D. Scott Neal
Kentucky
$427K -$865 -5 -0.2%
BIA
1924
Bigelow Investment Advisors
Maine
$426K -$6.4K -37 -1%
CT
1925
Coastline Trust
Rhode Island
$426K – – –
75 76
77
78 79