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 %
WC
2426
Woodstock Corp
Massachusetts
$251K
DWA
2427
Delap Wealth Advisory
Oregon
$250K +$250K +1,309 New
AWP
2428
Abacus Wealth Partners
California
$250K -$44.5K -233 -15%
MPW
2429
MA Private Wealth
California
$249K
GWP
2430
Gateway Wealth Partners
Wisconsin
$249K +$249K +1,303 New
NWA
2431
New World Advisors
Massachusetts
$248K -$1.91K -10 -0.8%
MWM
2432
Melfa Wealth Management
Massachusetts
$248K +$248K +1,300 New
BF
2433
Blankinship & Foster
California
$248K
FWM
2434
FSA Wealth Management
Massachusetts
$248K +$21.6K +113 +10%
WWC
2435
Waypoint Wealth Counsel
Georgia
$247K +$3.25K +17 +1%
HB
2436
Horizon Bancorp
Indiana
$247K +$10.1K +53 +4%
WCWM
2437
Willow Creek Wealth Management
California
$247K
TAM
2438
Tucker Asset Management
Colorado
$246K +$5.73K +30 +2%
PO
2439
Private Ocean
California
$246K +$764 +4 +0.3%
FPB
2440
First PREMIER Bank
South Dakota
$246K -$20.2K -106 -8%
NCM
2441
Neumann Capital Management
California
$246K +$246K +1,286 New
HAS
2442
Horizon Advisory Services
New York
$245K +$245K +1,284 New
PCMC
2443
Paragon Capital Management (Colorado)
Colorado
$245K +$245K +1,281 New
LF
2444
LifeSteps Financial
California
$244K +$573 +3 +0.2%
TAM
2445
Titleist Asset Management
Texas
$244K +$244K +1,277 New
ACA
2446
Aspire Capital Advisors
Washington
$244K +$5.92K +31 +2%
DA
2447
Dash Acquisitions
California
$244K +$2.93K +16 +1%
WFA
2448
Wade Financial Advisory
California
$244K +$244K +1,276 New
TFG
2449
Taylor Financial Group
Virginia
$243K
APS
2450
American Planning Services
Florida
$243K +$191 +1 +0.1%