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 %
UBG
2401
United Bank (Georgia)
Georgia
$259K +$1.91K +10 +0.7%
VLC
2402
Van Leeuwen & Company
New Jersey
$259K +$259K +1,356 New
BFAG
2403
Blackston Financial Advisory Group
Florida
$259K -$211K -1,107 -45%
AWM
2404
Aprio Wealth Management
Georgia
$259K +$14.7K +77 +6%
SC
2405
Schiavi & Co
Delaware
$258K
CTA
2406
Colonial Trust Advisors
South Carolina
$257K +$45.6K +239 +22%
KCM
2407
Kathmere Capital Management
Pennsylvania
$257K -$1.72K -9 -0.7%
BO
2408
Bank OZK
Arkansas
$257K
EI
2409
Ellevest Inc
New York
$257K -$18.5K -97 -7%
SWC
2410
Spectrum Wealth Counsel
Indiana
$256K
BFA
2411
Bright Financial Advisors
Michigan
$256K +$256K +1,547 New
AWA
2412
Authentikos Wealth Advisory
California
$256K -$79.4K -416 -24%
GMFG
2413
Greater Midwest Financial Group
Minnesota
$255K +$2.1K +11 +0.8%
LFS
2414
Legacy Financial Strategies
Kansas
$255K +$255K +1,337 New
CWS
2415
Cypress Wealth Services
California
$255K +$2.48K +13 +1%
JWM
2416
JGP Wealth Management
Oregon
$255K -$721K -3,777 -74%
BWM
2417
Boyd Wealth Management
California
$255K
SLC
2418
Second Line Capital
Louisiana
$255K +$255K +1,333 New
TFIPS
2419
Towarzystwo Funduszy Inwestycyjnych PZU SA
$254K +$45.8K +240 +22%
RCM
2420
RB Capital Management
Nevada
$253K +$955 +5 +0.4%
Loomis, Sayles & Company
2421
Loomis, Sayles & Company
Massachusetts
$253K -$8.22K -43 -3%
CC
2422
Callan Capital
California
$252K +$252K +1,320 New
WF
2423
Whelan Financial
California
$251K +$251K +1,314 New
CCT
2424
Chemung Canal Trust
New York
$251K
LC
2425
Lincoln Capital
Nebraska
$251K