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 %
FCA
2051
Fortis Capital Advisors
Kansas
$405K +$405K +2,123 New
PB
2052
Pinnacle Bancorp
Nebraska
$405K
SIC
2053
Sterling Investment Counsel
New York
$404K +$22.9K +120 +6%
KIG
2054
Kowal Investment Group
Wisconsin
$404K +$21K +110 +5%
WA
2055
Wambolt & Associates
Colorado
$403K -$121K -635 -23%
NFG
2056
Nadler Financial Group
Illinois
$403K +$6.88K +36 +2%
HFAS
2057
Hummer Financial Advisory Services
Illinois
$401K +$11.7K +61 +3%
TWM
2058
Trueblood Wealth Management
Ohio
$401K +$136K +710 +51%
SSG
2059
Summit Securities Group
New York
$401K -$1.64M -8,600 -80%
BWM
2060
Birchcreek Wealth Management
Ohio
$400K
Walleye Trading
2061
Walleye Trading
New York
$400K +$400K +2,095 New
EWA
2062
EverSource Wealth Advisors
Alabama
$400K +$172K +1,035 +76%
MWM
2063
Mattern Wealth Management
Kansas
$400K
DIP
2064
Davis Investment Partners
North Carolina
$400K +$2.42K +13 +0.6%
CBB
2065
Citizens Business Bank
California
$399K +$41.2K +216 +12%
BPWM
2066
Badgley Phelps Wealth Managers
Washington
$399K -$4.77K -25 -1%
EAM
2067
Evanson Asset Management
California
$399K +$49.6K +260 +14%
SSC
2068
Syverson Strege & Co
Iowa
$399K +$34.2K +179 +9%
GWAM
2069
Guardian Wealth Advisors (Minnesota)
Minnesota
$399K -$14.5K -76 -4%
KFI
2070
Key Financial Inc
Pennsylvania
$399K
RCI
2071
RS Crum Inc
California
$398K -$1.15K -6 -0.3%
RA
2072
Rational Advisors
New York
$398K -$212K -1,111 -35%
AWMG
2073
Alliance Wealth Management Group
New Jersey
$397K +$128K +672 +48%
MWM
2074
Marietta Wealth Management
Georgia
$396K
GDP
2075
Great Diamond Partners
Maine
$396K +$16.2K +85 +4%