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 %
PWS
2101
Private Wealth Strategies
Ohio
$348K +$3.29K +19 +1%
HP
2102
Hyperion Partners
Pennsylvania
$348K +$1.56K +9 +0.4%
PA
2103
PSI Advisors
Florida
$348K +$346 +2 +0.1%
PWM
2104
Paulson Wealth Management
Illinois
$347K -$9.86K -57 -3%
CWA
2105
Carolina Wealth Advisors
South Carolina
$347K +$60.2K +348 +21%
EA
2106
Ergawealth Advisors
Illinois
$347K -$7.95K -46 -2%
EIG
2107
Ellenbecker Investment Group
Wisconsin
$346K -$11.2K -65 -3%
IA
2108
Inspire Advisors
Idaho
$346K -$10.4K -60 -3%
WTB
2109
Washington Trust Bank
Washington
$346K -$283K -1,634 -45%
MWM
2110
Merriman Wealth Management
Washington
$344K +$40K +231 +13%
BMM
2111
Buffington Mohr McNeal
Idaho
$344K -$34.4K -199 -9%
FA
2112
Financial Advisors
Massachusetts
$343K
NFP
2113
Narus Financial Partners
Utah
$343K +$1.21K +7 +0.4%
FA
2114
Faithward Advisors
Pennsylvania
$343K -$3.29K -19 -0.9%
AIP
2115
Almanack Investment Partners
Pennsylvania
$343K -$14K -81 -4%
BAM
2116
BOS Asset Management
Illinois
$343K -$6.05K -35 -2%
LMKC
2117
L.M. Kohn & Company
Ohio
$343K -$50.3K -291 -13%
QFA
2118
Quantum Financial Advisors
California
$343K
PWA
2119
Phoenix Wealth Advisors
North Carolina
$342K +$2.25K +13 +0.7%
LCM
2120
Lazari Capital Management
California
$341K +$30.1K +174 +10%
MFP
2121
Meridian Financial Partners
Virginia
$341K +$341K +1,841 New
PSB
2122
Passumpsic Savings Bank
Vermont
$341K +$38.6K +223 +13%
GDP
2123
Great Diamond Partners
Maine
$340K -$18.9K -109 -5%
WPP
2124
Whalerock Point Partners
Rhode Island
$340K +$6.92K +40 +2%
HI
2125
Human Investing
Oregon
$340K -$96.3K -557 -22%