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 %
ME
2126
McIlrath & Eck
Washington
$373K
AIA
2127
Arbor Investment Advisors
North Carolina
$372K
NQWM
2128
Northwest Quadrant Wealth Management
Oregon
$370K +$955 +5 +0.3%
FVWA
2129
Foster Victor Wealth Advisors
South Carolina
$370K -$3.53K -19 -0.9%
SMA
2130
Seven Mile Advisory
New Jersey
$370K +$3.44K +18 +0.9%
CWA
2131
Clarity Wealth Advisors
California
$370K +$19.9K +104 +6%
WAL
2132
W Advisors LLC
Tennessee
$369K +$1.91K +10 +0.5%
NC
2133
NBW Capital
Massachusetts
$369K -$78.7K -412 -18%
WAM
2134
Worth Asset Management
Texas
$368K +$46.8K +245 +15%
WPP
2135
Whalerock Point Partners
Rhode Island
$368K
VAF
2136
Values Added Financial
District of Columbia
$368K +$1.15K +6 +0.3%
PGF
2137
Plan Group Financial
Oklahoma
$367K +$367K +1,920 New
FA
2138
Fagan Associates
New York
$367K -$955 -5 -0.3%
EBT
2139
Enterprise Bank & Trust
Massachusetts
$365K +$764 +4 +0.2%
FWI
2140
Facet Wealth Inc
Maryland
$365K +$1.52K +9 +0.4%
MHR
2141
Matthew Hamilton Rosenberg
$365K -$37K -195 -9%
RTC
2142
Riverview Trust Company
Washington
$364K -$76.4K -400 -17%
NRC
2143
New Republic Capital
North Carolina
$364K +$116K +608 +47%
C
2144
Certuity
Florida
$363K +$3.82K +20 +1%
CHAM
2145
Clear Harbor Asset Management
Connecticut
$363K +$25.8K +135 +8%
CWA
2146
Continuum Wealth Advisors
New York
$363K +$31.3K +164 +9%
BFG
2147
Beacon Financial Group
Texas
$363K +$18.9K +99 +5%
PRWA
2148
Platte River Wealth Advisors
Colorado
$363K -$47.7K -250 -12%
CC
2149
Capital Counsel
New York
$363K
PJSIMP
2150
P.J. Schmidt Investment Management (PJS)
Wisconsin
$362K