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 %
PCP
2076
Proficio Capital Partners
Massachusetts
$396K +$18.3K +96 +5%
CCA
2077
Childress Capital Advisors
Texas
$395K -$22.2K -116 -5%
EIG
2078
Ellenbecker Investment Group
Wisconsin
$395K +$60.5K +317 +18%
SEIA
2079
Signature Estate & Investment Advisors
California
$395K -$13K -68 -3%
PWM
2080
Paulson Wealth Management
Illinois
$395K -$34.6K -181 -8%
AIP
2081
Almanack Investment Partners
Pennsylvania
$394K +$22.7K +119 +6%
O3W
2082
Omni 360 Wealth
New Jersey
$394K -$2.48K -13 -0.6%
CWP
2083
Concord Wealth Partners
Virginia
$394K -$5.92K -31 -1%
IA
2084
Inspire Advisors
Idaho
$393K -$19.3K -101 -5%
CCC
2085
Chelsea Counsel Company
California
$392K
AIFAIM
2086
American Institute for Advanced Investment Management
Arizona
$392K +$90.7K +475 +30%
WI
2087
Wintrust Investments
Illinois
$392K -$7.64K -40 -2%
EA
2088
Ergawealth Advisors
Illinois
$391K +$9.55K +50 +3%
CCM
2089
Coerente Capital Management
Ontario, Canada
$391K +$391K +2,050 New
FMN
2090
Financial Management Network
California
$391K +$1.13K +6 +0.3%
KAS
2091
KPP Advisory Services
Kentucky
$391K -$8.4K -44 -2%
MGAM
2092
McGowan Group Asset Management
Texas
$390K
TWP
2093
Tower Wealth Partners
Pennsylvania
$390K +$80.4K +421 +26%
SAI
2094
Systematic Alpha Investments
New Jersey
$390K
CMTU
2095
Capital Markets Trading (UK)
United Kingdom
$389K +$33.2K +174 +9%
MIG
2096
McGuire Investment Group
Rhode Island
$389K -$70.1K -367 -15%
FDCP
2097
Foster Dykema Cabot & Partners
Massachusetts
$389K
VCP
2098
Vista Capital Partners
Oregon
$387K -$206K -1,080 -35%
BAM
2099
BOS Asset Management
Illinois
$386K
USB
2100
Union Savings Bank
Connecticut
$386K +$63.2K +331 +20%