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 %
MAP
2201
Moody Aldrich Partners
Massachusetts
$339K +$339K +1,777 New
TFA
2202
Transamerica Financial Advisors
Florida
$339K -$16.4K -86 -5%
MWM
2203
Mascoma Wealth Management
New Hampshire
$339K +$191 +1 +0.1%
MCM
2204
Morton Capital Management
California
$339K +$12K +63 +4%
CST
2205
Charles Schwab Trust
Nevada
$339K -$607K -3,177 -64%
ECAM
2206
East Coast Asset Management
Massachusetts
$338K +$764 +4 +0.2%
TCWM
2207
Total Clarity Wealth Management
Illinois
$338K +$15.9K +83 +5%
MRCM
2208
M&R Capital Management
New Jersey
$337K -$8.4K -44 -2%
WI
2209
WrapManager Inc
California
$337K -$42.2K -221 -11%
GSIAS
2210
Garden State Investment Advisory Services
New Jersey
$336K -$24.5K -129 -7%
MWM
2211
Merriman Wealth Management
Washington
$336K +$12.4K +65 +4%
SAM
2212
Secure Asset Management
Michigan
$336K +$44.9K +235 +15%
MIA
2213
MainStreet Investment Advisors
Illinois
$335K +$92.8K +486 +38%
HWA
2214
HCR Wealth Advisors
California
$335K
MAM
2215
Meeder Asset Management
Ohio
$334K -$1.26M -6,596 -79%
GITFIT
2216
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$334K
OC
2217
Oakworth Capital
Alabama
$334K -$573 -3 -0.2%
RP
2218
Rice Partnership
Hawaii
$334K +$56.5K +296 +20%
SN
2219
Sittner & Nelson
Oregon
$334K +$28.7K +150 +9%
PTB
2220
Pioneer Trust Bank
Oregon
$334K
PSB
2221
Passumpsic Savings Bank
Vermont
$334K +$334K +1,748 New
ALC
2222
Alexander Labrunerie & Co
Missouri
$333K +$333K +1,744 New
BBNA
2223
Bremer Bank National Association
Minnesota
$333K +$333K +1,742 New
PCM
2224
Palisade Capital Management
New Jersey
$333K -$18.3K -96 -5%
MIM
2225
Macroview Investment Management
Maryland
$332K +$382 +2 +0.1%