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 %
GCM
2226
Gladius Capital Management
Illinois
$332K +$332K +1,739 New
CFO
2227
CVA Family Office
Colorado
$332K +$764 +4 +0.2%
KPWG
2228
KFA Private Wealth Group
Virginia
$332K -$573 -3 -0.2%
FL
2229
Fort LP
Maryland
$331K -$44.7K -234 -12%
XT
2230
XTX Topco
Cayman Islands
$331K +$331K +1,732 New
LA
2231
LVW Advisors
New York
$330K +$330K +1,728 New
TFP
2232
Triune Financial Partners
Kansas
$329K
W
2233
Wealthquest
Ohio
$329K -$23.9K -125 -7%
RZH
2234
Relyea Zuckerberg Hanson
Connecticut
$328K +$11.3K +59 +4%
FFA
2235
Fortune Financial Advisors
Kansas
$328K
AA
2236
Aire Advisors
California
$328K +$7.65K +40 +2%
WA
2237
WESPAC Advisors
California
$327K +$29.6K +155 +10%
EWS
2238
Eagle Wealth Strategies
New Jersey
$327K +$1.33K +7 +0.4%
GIP
2239
Greatmark Investment Partners
Georgia
$326K
SL
2240
Stevard LLC
Illinois
$325K +$49.7K +260 +18%
NA
2241
Nordwand Advisors
Pennsylvania
$323K
GWANC
2242
Guardian Wealth Advisors (North Carolina)
North Carolina
$323K +$26.9K +141 +9%
SCI
2243
Stableford Capital II
Arizona
$323K
EDRIA
2244
Edmonds Duncan Registered Investment Advisors
Kansas
$323K
TLFA
2245
True Link Financial Advisors
California
$322K -$8.4K -44 -3%
OFG
2246
Oxford Financial Group
Indiana
$321K +$15.1K +79 +5%
JCM
2247
Jag Capital Management
Missouri
$321K
FNWA
2248
Financial Network Wealth Advisors
Utah
$321K +$10.9K +57 +4%
MC
2249
Middleton & Co
Massachusetts
$321K -$17.2K -90 -5%
WHC
2250
Wulff, Hansen & Co
California
$321K -$2.29K -12 -0.7%