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 %
MIM
2101
Moseley Investment Management
Florida
$384K +$98.7K +517 +35%
CPL
2102
CAP Partners LLC
Tennessee
$384K -$764 -4 -0.2%
PA
2103
PSI Advisors
Florida
$383K -$4.77K -25 -1%
OCM
2104
One Capital Management
California
$383K +$3.63K +19 +1%
HP
2105
Hyperion Partners
Pennsylvania
$383K +$573 +3 +0.1%
FA
2106
Faithward Advisors
Pennsylvania
$382K +$29.4K +154 +8%
C
2107
CEDRUS
Colorado
$382K -$111K -579 -22%
EFI
2108
EHP Funds Inc
Canada
$382K -$19.1K -100 -5%
KFS
2109
Kaizen Financial Strategies
California
$382K
GCM
2110
Glaxis Capital Management
Florida
$382K +$382K +2,000 New
BBNB
2111
Baker Boyer National Bank
Washington
$381K -$30K -157 -7%
PWS
2112
Private Wealth Strategies
Ohio
$381K +$3.25K +17 +0.9%
FA
2113
Financial Advisors
Massachusetts
$379K
SRB
2114
Shotwell Rutter Baer
Michigan
$378K +$379 +2 +0.1%
QFA
2115
Quantum Financial Advisors
California
$378K +$119K +622 +46%
NFP
2116
Narus Financial Partners
Utah
$378K +$29.2K +153 +8%
EIP
2117
Ellis Investment Partners
Pennsylvania
$377K +$1.72K +9 +0.5%
SGI
2118
Summit Global Investments
Utah
$377K -$37.7K -197 -9%
EIA
2119
Eldridge Investment Advisors
New Hampshire
$377K
AT
2120
Arden Trust
Delaware
$377K +$10.3K +54 +3%
1IA
2121
1834 Investment Advisors
Wisconsin
$377K -$36.9K -193 -9%
PWA
2122
Phoenix Wealth Advisors
North Carolina
$375K
GTAM
2123
Global Trust Asset Management
Florida
$374K -$210K -1,100 -36%
PSC
2124
Prentiss Smith & Co
Vermont
$374K
LWM
2125
Lyell Wealth Management
California
$374K +$9.74K +51 +3%