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 %
SMC
1926
Smith, Moore & Co
Missouri
$480K -$67.2K -352 -12%
PSCM
1927
Per Stirling Capital Management
Texas
$480K +$191 +1 +0%
RC
1928
Roundview Capital
New Jersey
$478K +$478K +2,505 New
BIA
1929
Bigelow Investment Advisors
Maine
$478K -$8.98K -47 -2%
LI
1930
LVZ Inc
Michigan
$478K
ACM
1931
Advance Capital Management
Michigan
$478K +$13.6K +71 +3%
WCFA
1932
Walkner Condon Financial Advisors
Wisconsin
$477K +$13.7K +72 +3%
TAM
1933
Trillium Asset Management
Massachusetts
$477K -$1.91K -10 -0.4%
CG
1934
Clarus Group
Texas
$476K +$96.8K +507 +26%
OW
1935
Olistico Wealth
Oklahoma
$475K -$172K -900 -27%
NPP
1936
New Potomac Partners
Maryland
$475K
BIG
1937
Builder Investment Group
Georgia
$473K
DSN
1938
D. Scott Neal
Kentucky
$472K -$1.53K -8 -0.3%
QPWM
1939
Quadrant Private Wealth Management
Pennsylvania
$472K +$22.9K +120 +5%
S
1940
Sachetta
Massachusetts
$472K
CT
1941
Coastline Trust
Rhode Island
$471K
VFA
1942
Voya Financial Advisors
Connecticut
$470K +$41.2K +216 +10%
TCM
1943
Twin Capital Management
Pennsylvania
$470K -$742K -3,886 -61%
FF
1944
Francis Financial
$469K -$35.1K -184 -7%
NAG
1945
Northstar Advisory Group
New Jersey
$469K +$6.65K +40 +1%
MBTD
1946
Mechanics Bank - Trust Department
California
$469K +$469K +2,454 New
HFP
1947
Holistic Financial Partners
Indiana
$467K +$7.26K +38 +2%
ACM
1948
Armbruster Capital Management
New York
$467K
SC
1949
Sinecera Capital
Texas
$467K +$573 +3 +0.1%
FWA
1950
FSM Wealth Advisors
Ohio
$466K +$7.45K +39 +2%