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 %
AWP
2276
Ascent Wealth Partners
New York
$313K
NSB
2277
Norway Savings Bank
Maine
$312K +$191 +1 +0.1%
ACGA
2278
Atlanta Consulting Group Advisors
Georgia
$312K +$312K +1,636 New
WC
2279
Waterloo Capital
Texas
$312K -$280K -1,467 -47%
LCM
2280
Leisure Capital Management
California
$311K
SWM
2281
Scissortail Wealth Management
Oklahoma
$311K +$311K +1,627 New
PCI
2282
Planning Center Inc
Illinois
$310K -$23.9K -125 -7%
PFG
2283
Prosperity Financial Group
California
$310K +$1.91K +10 +0.6%
RWS
2284
Resolute Wealth Strategies
Mississippi
$310K
BFPW
2285
BOK Financial Private Wealth
Colorado
$310K
BWA
2286
Blodgett Wealth Advisors
California
$309K
VCG
2287
Vantage Consulting Group
Virginia
$309K -$59.4K -311 -16%
SDWMA
2288
Schneider Downs Wealth Management Advisors
Pennsylvania
$308K +$13K +68 +4%
APW
2289
Aurora Private Wealth
New Jersey
$308K +$10.1K +53 +3%
KCM
2290
KRS Capital Management
Michigan
$307K -$4.77K -25 -2%
NA
2291
Nottingham Advisors
New York
$306K -$18.7K -98 -6%
FPWM
2292
FSB Premier Wealth Management
Iowa
$306K -$2.1K -11 -0.7%
WFAG
2293
Wescott Financial Advisory Group
Pennsylvania
$305K +$11.5K +60 +4%
TC
2294
TAP Consulting
Missouri
$304K -$15.7K -82 -5%
YCG
2295
Yeomans Consulting Group
Georgia
$304K -$4.01K -21 -1%
EFL
2296
ERn Financial LLC
Wisconsin
$302K +$1.15K +6 +0.4%
CCA
2297
Cottonwood Capital Advisors
Utah
$302K
PIA
2298
Pinion Investment Advisors
Kansas
$302K -$16.2K -85 -5%
LA
2299
Latitude Advisors
Florida
$302K -$3.44K -18 -1%
R
2300
Rebalance
California
$302K