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
Name Holding Trade Value Shares
Change
Shares
Change %
KOC
2001
Koss-Olinger Consulting
Florida
$390K +$390K +2,255 New
HWM
2002
Hemington Wealth Management
Virginia
$389K +$12.1K +70 +3%
RWM
2003
Revisor Wealth Management
Ohio
$389K -$303K -1,753 -44%
WFAG
2004
Wescott Financial Advisory Group
Pennsylvania
$388K +$112K +650 +41%
CAM
2005
Close Asset Management
United Kingdom
$388K -$71K -410 -15%
MSWM
2006
McGlone Suttner Wealth Management
Wisconsin
$387K -$52K -318 -12%
MCA
2007
MSH Capital Advisors
Arizona
$387K -$2.94K -17 -0.8%
GEA
2008
Glen Eagle Advisors
New Jersey
$386K +$62.1K +359 +19%
COCM
2009
Charter Oak Capital Management
New Hampshire
$386K +$63.6K +368 +20%
EIP
2010
Ellis Investment Partners
Pennsylvania
$386K +$44.6K +258 +13%
GD
2011
Grandfield & Dodd
New York
$386K
EIA
2012
Eldridge Investment Advisors
New Hampshire
$386K +$44.3K +256 +13%
WA
2013
Wealthstream Advisors
New York
$385K -$3.8K -22 -1%
RPWA
2014
Regent Peak Wealth Advisors
Georgia
$385K -$21.4K -124 -5%
CCFCSB
2015
Cape Cod Five Cents Savings Bank
Massachusetts
$384K -$17.6K -102 -4%
AIP
2016
ARS Investment Partners
New York
$384K
QPWM
2017
Quadrant Private Wealth Management
Pennsylvania
$383K -$45K -260 -11%
AWM
2018
AllSquare Wealth Management
New York
$382K
ACP
2019
Aveo Capital Partners
Colorado
$382K -$142K -821 -27%
KLWA
2020
Kelly Lawrence W & Associates
California
$382K +$138K +800 +57%
SEP
2021
Southland Equity Partners
Missouri
$381K -$18K -104 -5%
RIS
2022
Retirement Income Solutions
Michigan
$381K
SFP
2023
Sterling Financial Planning
New Jersey
$381K
HWM
2024
Horizon Wealth Management
Illinois
$380K -$88.7K -513 -19%
CBT
2025
CoreFirst Bank & Trust
Kansas
$380K