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 %
WW
1976
Waterfront Wealth
Kansas
$450K -$876K -5,273 -66%
PEA
1977
Park Edge Advisors
Ohio
$449K -$19.3K -101 -4%
RPWA
1978
Regent Peak Wealth Advisors
Georgia
$449K -$191 -1 -0%
III
1979
Independent Investors Inc
New York
$449K
FSA
1980
Financial Security Advisor
Virginia
$448K +$573 +3 +0.1%
HAM
1981
Harmony Asset Management
Arizona
$447K -$24.8K -130 -5%
OL
1982
OneFund LLC
Florida
$447K -$11.6K -61 -3%
MWC
1983
MBM Wealth Consultants
Missouri
$447K -$9.35K -49 -2%
CCG
1984
Catalina Capital Group
California
$445K +$445K +2,330 New
BHBT
1985
Burke & Herbert Bank & Trust
Virginia
$445K -$80.4K -421 -15%
CCFCSB
1986
Cape Cod Five Cents Savings Bank
Massachusetts
$444K -$81.9K -429 -16%
LWA
1987
Lineweaver Wealth Advisors
Ohio
$444K -$178K -930 -29%
ACP
1988
Aviance Capital Partners
Florida
$443K
SEP
1989
Southland Equity Partners
Missouri
$441K +$24.2K +127 +6%
AC
1990
Apella Capital
Connecticut
$438K -$105K -555 -19%
RP
1991
Rowlandmiller & Partners
Georgia
$438K -$9.93K -52 -2%
CB
1992
CNB Bank
Pennsylvania
$437K -$19.5K -102 -4%
TW
1993
TritonPoint Wealth
Maryland
$437K -$102K -549 -19%
IPWA
1994
International Private Wealth Advisors
California
$436K +$169K +883 +63%
FHC
1995
First Heartland Consultants
Missouri
$436K +$5.35K +28 +1%
MIFH
1996
Migdal Insurance & Financial Holdings
Israel
$436K +$436K +2,281 New
SAA
1997
Southeast Asset Advisors
Georgia
$436K
AC
1998
ASB Consultores
Florida
$436K +$436K +2,282 New
MIA
1999
MeadowBrook Investment Advisors
Michigan
$435K -$24.8K -130 -5%
MLFP
2000
MPS Loria Financial Planners
Illinois
$435K -$32.5K -170 -7%