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IBM
IBM

Overview Fund Activity

2,738 hedge funds and large institutions have $94.8B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,187 increasing their positions, 999 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,738
Holders Change
-49
Holders Change %
-1.76%
% of All Funds
39.82%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
152
Increased
1,187
Reduced
999
Closed
163
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$345M
2
UBS AM
UBS AM
Illinois
+$313M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$183M
4
Swedbank
Swedbank
Sweden
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$170M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$339M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$212M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$140M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
2301
Motive Wealth Advisors
Michigan
$270K -$48.6K -281 -15%
FFA
2302
Fortune Financial Advisors
Kansas
$269K -$28K -162 -9%
CFG
2303
Carr Financial Group
Massachusetts
$268K +$18.7K +108 +7%
FNA
2304
First National Advisers
Nebraska
$268K +$8.48K +49 +3%
BFA
2305
Bright Financial Advisors
Michigan
$268K – – –
EFA
2306
Evernest Financial Advisors
Indiana
$267K +$10K +58 +4%
NI
2307
NDVR Inc
Massachusetts
$267K -$20.2K -117 -7%
APW
2308
Aurora Private Wealth
New Jersey
$267K -$13.7K -79 -5%
TLCM
2309
Twin Lakes Capital Management
California
$266K +$692 +4 +0.3%
IWM
2310
Integris Wealth Management
California
$266K +$692 +4 +0.3%
CWM
2311
Concentric Wealth Management
California
$265K -$19.9K -115 -7%
EFG
2312
Embree Financial Group
Illinois
$265K -$5.71K -33 -2%
V
2313
VeraBank
Texas
$265K – – –
FFG
2314
Frisch Financial Group
New York
$265K -$61.7K -356 -19%
DW30
2315
Drucker Wealth 3.0
New Jersey
$264K +$264K +1,528 New
BA
2316
Baugh & Associates
Georgia
$264K -$66.7K -308 -20%
AFWM
2317
Abich Financial Wealth Management
Virginia
$264K +$71.6K +414 +37%
AGWCA
2318
Annis Gardner Whiting Capital Advisors
Florida
$264K -$2.77K -16 -1%
SPW
2319
Sonoma Private Wealth
California
$264K – – –
WIC
2320
Willis Investment Counsel
Georgia
$264K +$692 +4 +0.3%
PFG
2321
Prosperity Financial Group
California
$263K -$17.3K -100 -6%
BWM
2322
Birchcreek Wealth Management
Ohio
$263K -$99.3K -574 -27%
MIM
2323
Macroview Investment Management
Maryland
$263K -$37.5K -217 -12%
LC
2324
Landaas & Company
Wisconsin
$263K +$693 +4 +0.3%
AFM
2325
Abbot Financial Management
Massachusetts
$263K – – –
91 92
93
94 95