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 %
KNW
1951
Kesler Norman & Wride
Utah
$464K -$6.68K -35 -1%
UAML
1952
US Asset Management LLC
Pennsylvania
$462K -$9.36K -49 -2%
AAG
1953
Armstrong Advisory Group
Massachusetts
$462K
AFAS
1954
Acorn Financial Advisory Services
Virginia
$461K -$132K -689 -22%
UAS
1955
United Asset Strategies
New York
$461K -$573 -3 -0.1%
BCMLT
1956
Beacon Capital Management LLC (Tennessee)
Tennessee
$460K +$135K +708 +42%
TCBWMS
1957
Texas Capital Bank Wealth Management Services
Texas
$460K
CWP
1958
CFM Wealth Partners
Texas
$460K -$137K -717 -23%
WIC
1959
Woodmont Investment Counsel
Tennessee
$460K -$2.86K -15 -0.6%
SL
1960
Summitry LLC
California
$460K +$20.8K +109 +5%
PWP
1961
Private Wealth Partners
California
$458K -$175K -918 -28%
MJRIC
1962
Mogy Joel R Investment Counsel
California
$458K
AAP
1963
Aristotle Atlantic Partners
Florida
$458K
AA
1964
Alta Advisers
United Kingdom
$458K
NCM
1965
Novare Capital Management
North Carolina
$456K +$7.45K +39 +2%
WP
1966
WealthShield Partners
North Carolina
$456K +$1.15K +6 +0.3%
FFWM
1967
Future Financial Wealth Management
Ohio
$456K +$573 +3 +0.1%
RCA
1968
Resonant Capital Advisors
Wisconsin
$455K +$65.7K +344 +17%
GXJ
1969
Global X Japan
Japan
$454K -$10.9K -57 -2%
AIM
1970
Acropolis Investment Management
Missouri
$453K -$30.4K -159 -6%
CAWM
1971
Capital Advisors Wealth Management
Washington
$453K +$9.93K +52 +2%
KLCM
1972
KG&L Capital Management
Louisiana
$452K -$16.5K -87 -4%
AIS
1973
AM Investment Strategies
Tennessee
$452K +$1.53K +8 +0.3%
WB
1974
West Bancorporation
Iowa
$452K -$9.55K -50 -2%
FOA
1975
Five Oceans Advisors
California
$450K +$573 +3 +0.1%