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 %
GCM
2351
Gibraltar Capital Management
Oklahoma
$284K -$8.56M -44,832 -97%
FH
2352
FWG Holdings
Florida
$284K
DWM
2353
Dechtman Wealth Management
Colorado
$283K +$20.1K +105 +8%
HS
2354
Horan Securities
United States
$283K +$573 +3 +0.2%
HFA
2355
High Falls Advisors
New York
$282K -$39K -204 -12%
CAM
2356
Campion Asset Management
Virginia
$282K
WAOI
2357
Wealth Advisors of Iowa
Iowa
$281K +$6.11K +32 +2%
EBWM
2358
Eagle Bluffs Wealth Management
Missouri
$281K
EWG
2359
Executive Wealth Group
Washington
$280K +$280K +1,500 New
GP
2360
Girard Partners
Pennsylvania
$279K +$191 +1 +0.1%
DAM
2361
Diamant Asset Management
Connecticut
$277K
LB
2362
Legacy Bridge
Iowa
$277K
CFG
2363
Carr Financial Group
Massachusetts
$276K -$39K -204 -12%
BWA
2364
Beam Wealth Advisors
Louisiana
$275K +$275K +1,441 New
BCM
2365
Beck Capital Management
Texas
$274K +$13.2K +69 +5%
CW
2366
Channel Wealth
California
$274K +$6.49K +34 +2%
SL
2367
SWMG LLC
Texas
$273K +$273K +1,432 New
FWM
2368
Foguth Wealth Management
Michigan
$273K +$273K +1,428 New
AAS
2369
Annex Advisory Services
Wisconsin
$272K -$31.7K -166 -10%
GCM
2370
Gallacher Capital Management
Colorado
$272K -$345K -1,805 -56%
EFA
2371
Evernest Financial Advisors
Indiana
$270K +$3.45K +19 +1%
CPA
2372
Court Place Advisors
Maryland
$269K -$172K -900 -39%
KLWA
2373
Kelly Lawrence W & Associates
California
$269K +$153K +800 +132%
FPCG
2374
Fort Pitt Capital Group
Pennsylvania
$269K -$20.2K -106 -7%
WCM
2375
WealthBridge Capital Management
Ohio
$269K -$7.64K -40 -3%