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 %
SP
2026
Stonebrook Private
Michigan
$419K +$5.54K +29 +1%
FM
2027
Family Management
New York
$419K +$6.88K +36 +2%
SAM
2028
Sequent Asset Management
Texas
$419K +$42.8K +224 +11%
BMM
2029
Buffington Mohr McNeal
Idaho
$418K -$2.67K -14 -0.6%
UB
2030
Umpqua Bank
Oregon
$417K +$417K +2,184 New
HWM
2031
Hemington Wealth Management
Virginia
$417K -$118K -617 -22%
LS
2032
Livforsakringsbolaget Skandia
Sweden
$415K
PAM
2033
Peak Asset Management
Colorado
$415K
GFA
2034
Gallagher Fiduciary Advisors
Illinois
$414K +$89.8K +470 +28%
CCFM
2035
Clear Creek Financial Management
Washington
$413K -$458K -2,428 -53%
AFT
2036
Alpha Family Trust
California
$413K
LPAM
2037
Lodestar Private Asset Management
California
$413K -$66.5K -348 -14%
PMSA
2038
Patrick M. Sweeney & Associates
Illinois
$412K +$19.1K +100 +5%
AL
2039
Arnhold LLC
New York
$412K -$57.3K -300 -12%
SCA
2040
Southern Capital Advisors
Tennessee
$411K -$56.3K -295 -12%
PIM
2041
Progressive Investment Management
Oregon
$410K
HI
2042
Humankind Investments
New York
$410K -$51.4K -269 -11%
KFA
2043
Kelleher Financial Advisors
New York
$409K +$409K +2,144 New
LAM
2044
Lifestyle Asset Management
Texas
$409K +$409K +2,143 New
DMKJ
2045
David M. Knott Jr
$409K
Fidelity International
2046
Fidelity International
Bermuda
$408K -$4.97K -26 -1%
Cohen & Steers
2047
Cohen & Steers
New York
$408K -$6.3K -33 -2%
TAM
2048
Tealwood Asset Management
Minnesota
$406K
CPSAC
2049
Chas P. Smith & Associates (CPS)
Florida
$406K +$30.7K +161 +8%
GWM
2050
Glass Wealth Management
Texas
$406K +$406K +2,125 New