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 %
PP
2251
PFS Partners
New Jersey
$321K +$32.1K +168 +11%
RSWA
2252
Robinson Smith Wealth Advisors
Maine
$321K -$1.34K -7 -0.4%
OBWP
2253
O'Brien Wealth Partners
Massachusetts
$321K +$382 +2 +0.1%
SC
2254
Syon Capital
California
$320K -$194K -1,014 -38%
GI
2255
Gradient Investments
Minnesota
$320K -$334K -1,748 -51%
MAG
2256
MRA Advisory Group
New Jersey
$320K -$2.29K -12 -0.7%
LF
2257
Lee Financial
Texas
$320K +$6.49K +34 +2%
CJL
2258
Cyrus J. Lawrence
New York
$319K +$319K +1,628 New
SNB
2259
Security National Bank
Nebraska
$319K -$20.1K -105 -6%
RPA
2260
Rock Point Advisors
Vermont
$318K +$1.34K +7 +0.4%
CWA
2261
Clarus Wealth Advisors
Arizona
$318K +$318K +1,709 New
NI
2262
NDVR Inc
Massachusetts
$317K +$317K +1,662 New
CFGA
2263
Cambridge Financial Group (Arizona)
Arizona
$317K -$48.7K -255 -13%
HIIFS
2264
Harel Insurance Investments & Financial Services
Israel
$317K -$1.78M -9,338 -85%
CWA
2265
Carolina Wealth Advisors
South Carolina
$317K -$15.7K -82 -5%
CWM
2266
Centric Wealth Management
Illinois
$317K +$23.8K +143 +8%
CWM
2267
Concentric Wealth Management
California
$315K +$61.3K +321 +24%
RWP
2268
Revolve Wealth Partners
New Jersey
$315K +$33.4K +175 +12%
PFP
2269
Paragon Financial Partners
California
$314K
WWP
2270
WR Wealth Planners
Missouri
$314K +$4.58K +24 +1%
OTL
2271
Oak Thistle LLC
New York
$314K -$319K -1,668 -50%
RMAM
2272
Raab & Moskowitz Asset Management
New Jersey
$314K +$42.6K +223 +16%
TWM
2273
Trinity Wealth Management
Pennsylvania
$314K
BFA
2274
Benedict Financial Advisors
Georgia
$314K +$52.1K +273 +20%
MA
2275
MAS Advisors
Florida
$313K +$313K +1,639 New