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 %
CC
2151
Callan Capital
California
$326K +$98.1K +567 +43%
CWA
2152
Clarity Wealth Advisors
California
$326K -$8.65K -50 -3%
AWA
2153
Archvest Wealth Advisors
California
$326K +$2.63K +15 +0.8%
FFA
2154
First Foundation Advisors
California
$325K +$3.29K +19 +1%
C
2155
CEDRUS
Colorado
$324K -$22.3K -129 -6%
PJSIMP
2156
P.J. Schmidt Investment Management (PJS)
Wisconsin
$323K -$4.32K -25 -1%
SKK
2157
Shepherd Kaplan Krochuk
Massachusetts
$323K
PPW
2158
Presilium Private Wealth
Pennsylvania
$322K +$322K +1,863 New
MCM
2159
Morton Capital Management
California
$322K +$15.4K +89 +5%
CBOR
2160
Community Bank of Raymore
Missouri
$322K
E
2161
ETFidea
New York
$320K
FS
2162
Financial Symmetry
North Carolina
$320K +$7.78K +45 +2%
CFS
2163
Commonwealth Financial Services
West Virginia
$320K +$178 +1 +0.1%
KAM
2164
KEB Asset Management
Illinois
$319K +$519 +3 +0.2%
MA
2165
MCF Advisors
Kentucky
$319K +$173 +1 +0.1%
PP
2166
Pacifica Partners
Canada
$319K +$703 +4 +0.2%
RG
2167
Renaissance Group
Kentucky
$318K
TIA
2168
Tiemann Investment Advisors
California
$318K -$69.2K -400 -18%
CNB
2169
Camden National Bank
Maine
$318K
CWA
2170
Continuum Wealth Advisors
New York
$318K -$11.1K -64 -3%
VCG
2171
Vantage Consulting Group
Virginia
$317K +$37.2K +215 +13%
SWP
2172
Summit Wealth Partners
Florida
$317K +$346 +2 +0.1%
SCI
2173
Stableford Capital II
Arizona
$317K
RZH
2174
Relyea Zuckerberg Hanson
Connecticut
$316K +$19K +110 +6%
MF
2175
Meridian Financial
Massachusetts
$315K