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 %
IF
2301
Integrity Financial
Wyoming
$301K -$10.5K -55 -3%
MKA
2302
M. Kulyk & Associates
Georgia
$301K +$22.2K +116 +8%
SLA
2303
Silver Lake Advisory
Utah
$300K +$300K +1,572 New
GHA
2304
GW Henssler & Associates
Georgia
$300K -$66.8K -350 -18%
SC
2305
Steph & Co
Wisconsin
$299K +$23.7K +124 +9%
EFG
2306
Embree Financial Group
Illinois
$299K -$191 -1 -0.1%
D
2307
Diversified
Delaware
$299K +$54.2K +284 +22%
FWA
2308
FSC Wealth Advisors
New York
$298K +$133K +698 +81%
MFWP
2309
Mosaic Family Wealth Partners
Missouri
$298K -$9.93K -52 -3%
LAS
2310
LWM Advisory Services
Florida
$297K -$14.9K -78 -5%
VFPW
2311
Vantage Financial Partners (Wisconsin)
Wisconsin
$297K +$30.9K +162 +12%
LTAS
2312
Linden Thomas Advisory Services
North Carolina
$297K +$62.1K +325 +26%
PWP
2313
Phillips Wealth Planners
Mississippi
$295K +$46.5K +253 +19%
CP
2314
Castleview Partners
Texas
$294K +$45.7K +239 +18%
AGWCA
2315
Annis Gardner Whiting Capital Advisors
Florida
$294K +$66.5K +348 +29%
CFS
2316
Commonwealth Financial Services
West Virginia
$294K
AA
2317
AJ Advisors
Tennessee
$294K -$18.1K -95 -6%
SPP
2318
Single Point Partners
Massachusetts
$294K +$53.9K +282 +22%
IWM
2319
Integris Wealth Management
California
$293K -$25.2K -132 -8%
TLCM
2320
Twin Lakes Capital Management
California
$293K +$764 +4 +0.3%
V
2321
VeraBank
Texas
$293K
CA
2322
Cambridge Advisors
Nebraska
$292K -$5.73K -30 -2%
BA
2323
Baugh & Associates
Georgia
$292K +$292K +1,527 New
SPW
2324
Sonoma Private Wealth
California
$291K +$3.82K +20 +1%
WIC
2325
Willis Investment Counsel
Georgia
$290K -$18.5K -97 -6%