IBM icon

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 %
BWP
2326
Balboa Wealth Partners
Arizona
$263K +$5.36K +31 +2%
GMFG
2327
Greater Midwest Financial Group
Minnesota
$262K +$4.62K +24 +2%
EBWM
2328
Eagle Bluffs Wealth Management
Missouri
$262K +$7.61K +44 +3%
GAM
2329
Gemmer Asset Management
California
$261K +$62.3K +360 +31%
MFWP
2330
Mosaic Family Wealth Partners
Missouri
$261K -$8.47K -49 -3%
HS
2331
Horan Securities
United States
$261K +$5.02K +29 +2%
PSP
2332
Pacific Sage Partners
Washington
$260K -$2.25K -13 -0.9%
EB
2333
Eastern Bank
Massachusetts
$260K – – –
PCM
2334
Prelude Capital Management
New York
$260K -$1.25M -7,239 -83%
GSIAS
2335
Garden State Investment Advisory Services
New Jersey
$260K -$47K -271 -15%
MAWCM
2336
Mine & Arao Wealth Creation & Management
California
$259K – – –
NSCM
2337
New South Capital Management
Tennessee
$259K – – –
IR
2338
IAT Reinsurance
New York
$259K – – –
LAM
2339
Lountzis Asset Management
Pennsylvania
$259K – – –
GWA
2340
Gibson Wealth Advisors
Texas
$259K – – –
SLG
2341
Stanley-Laman Group
Pennsylvania
$259K +$259K +1,500 New
LFM
2342
LGT Fund Management
Liechtenstein
$259K +$259K +1,500 New
MCWA
2343
Meadow Creek Wealth Advisors
Georgia
$259K +$41.9K +242 +19%
ARG
2344
Advisory Resource Group
Oklahoma
$257K – – –
GPA
2345
Guerra Pan Advisors
New Jersey
$257K – – –
DWM
2346
Dechtman Wealth Management
Colorado
$257K +$1.04K +6 +0.4%
IIA
2347
Integral Investment Advisors
California
$257K +$257K +1,503 New
AC
2348
ASB Consultores
Florida
$257K -$138K -797 -35%
CA
2349
Cambridge Advisors
Nebraska
$257K -$7.78K -45 -3%
CAM
2350
Campion Asset Management
Virginia
$255K – – –
92 93
94
95 96