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 %
TC
2001
Trilogy Capital
California
$434K +$434K +2,275 New
LMKC
2002
L.M. Kohn & Company
Ohio
$434K +$3.63K +19 +0.8%
LIG
2003
Lokken Investment Group
Delaware
$434K +$10.7K +56 +3%
EFG
2004
Ethos Financial Group
Pennsylvania
$434K +$9.94K +52 +2%
OL
2005
Optas LLC
Texas
$433K +$17.6K +92 +4%
IAG
2006
Investment Advisory Group
Massachusetts
$433K +$3.82K +20 +0.9%
MCA
2007
MSH Capital Advisors
Arizona
$430K +$19.1K +100 +5%
WA
2008
Wealthstream Advisors
New York
$430K +$195K +1,020 +83%
ACA
2009
Affinity Capital Advisors
California
$429K +$382 +2 +0.1%
WAM
2010
Wakefield Asset Management
Colorado
$429K +$429K +2,247 New
SC
2011
Sepio Capital
Utah
$428K -$126K -658 -23%
TIA
2012
Tiemann Investment Advisors
California
$428K
GD
2013
Grandfield & Dodd
New York
$426K +$38.2K +200 +10%
WF
2014
Wayfinding Financial
Washington
$425K -$8.14K -48 -2%
APA
2015
Astoria Portfolio Advisors
New York
$425K -$14.5K -80 -3%
AIP
2016
ARS Investment Partners
New York
$424K -$76.4K -400 -15%
DWM
2017
Destination Wealth Management
California
$422K +$142K +745 +51%
AWM
2018
AllSquare Wealth Management
New York
$422K +$19.1K +100 +5%
NFA
2019
Northwest Financial Advisors
Virginia
$421K -$10.7K -56 -2%
RIS
2020
Retirement Income Solutions
Michigan
$420K -$28.6K -150 -6%
SFP
2021
Sterling Financial Planning
New Jersey
$420K -$29.2K -153 -7%
KI
2022
Kapitalo Investimentos
Brazil
$420K +$143K +748 +52%
ICA
2023
Infrastructure Capital Advisors
New York
$420K +$420K +2,200 New
KW
2024
KWB Wealth
California
$420K +$420K +2,197 New
CBT
2025
CoreFirst Bank & Trust
Kansas
$419K -$281K -1,470 -40%