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 %
TSS
2176
Two Sigma Securities
New York
$350K +$113K +592 +48%
CUAMC
2177
China Universal Asset Management Company
China
$350K +$350K +1,833 New
BG
2178
Benedetti & Gucer
Georgia
$350K -$118K -619 -25%
SWP
2179
Summit Wealth Partners
Florida
$350K +$191 +1 +0.1%
AA
2180
Apriem Advisors
California
$349K -$7.64K -40 -2%
MF
2181
Meridian Financial
Massachusetts
$348K
CBT
2182
Central Bank & Trust
Kentucky
$348K +$5.73K +30 +2%
MWM
2183
Mosley Wealth Management
California
$348K -$15.7K -82 -4%
MIM
2184
Miller Investment Management
Pennsylvania
$348K
HIA
2185
HTG Investment Advisors
Connecticut
$348K
GCA
2186
Gradient Capital Advisors
California
$347K -$1.15K -6 -0.3%
MGWA
2187
Monument Group Wealth Advisors
Massachusetts
$346K +$346K +1,810 New
HSWM
2188
Hubbell Strickland Wealth Management
Louisiana
$345K
FS
2189
Financial Symmetry
North Carolina
$344K -$3.44K -18 -1%
LCM
2190
Lazari Capital Management
California
$344K -$39.3K -206 -10%
BAM
2191
Boyar Asset Management
New York
$342K +$96.1K +503 +39%
PRI
2192
Prepared Retirement Institute
Pennsylvania
$342K -$564K -2,954 -62%
FZCM
2193
Flynn Zito Capital Management
New York
$342K +$1.53K +8 +0.4%
TSWM
2194
Triangle Securities Wealth Management
North Carolina
$341K -$1.72K -9 -0.5%
PP
2195
Pacifica Partners
Canada
$341K
FBFS
2196
First Business Financial Services
Wisconsin
$341K -$10.7K -56 -3%
GWM
2197
Gray Wealth Management
Maine
$341K +$51K +267 +18%
SFS
2198
Security Financial Services
Indiana
$341K +$1.91K +10 +0.6%
WCM
2199
Wedge Capital Management
North Carolina
$340K -$1.34K -7 -0.4%
MCG
2200
McCollum Christoferson Group
New York
$340K