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 %
CCM
2451
Chickasaw Capital Management
Tennessee
$243K
SIC
2452
SJS Investment Consulting
Ohio
$242K -$10.3K -54 -4%
CGFA
2453
Colton Groome Financial Advisors
North Carolina
$242K -$25K -131 -9%
LFG
2454
Lockerman Financial Group
California
$242K +$1.15K +6 +0.5%
FCG
2455
Fielder Capital Group
Tennessee
$241K +$241K +1,264 New
MA
2456
Mezzasalma Advisors
New Jersey
$240K -$519K -2,717 -68%
MCWA
2457
Meadow Creek Wealth Advisors
Georgia
$239K +$1.15K +6 +0.5%
ITB
2458
Idaho Trust Bank
Idaho
$239K +$239K +1,254 New
FWM
2459
Fingerlakes Wealth Management
New York
$239K +$239K +1,254 New
WCF
2460
West Coast Financial
California
$239K +$239K +1,252 New
FFA
2461
Florida Financial Advisors
Florida
$239K -$48.5K -254 -17%
DA
2462
DSC Advisors
Illinois
$239K +$239K +1,251 New
CAMV
2463
Concord Asset Management (Virginia)
Virginia
$239K -$1.91K -10 -0.8%
NF
2464
NavPoint Financial
Minnesota
$238K
HAS
2465
Holland Advisory Services
Florida
$238K +$1.72K +9 +0.7%
GI
2466
GLOBALT Investments
Georgia
$236K
FIBT
2467
First International Bank & Trust
North Dakota
$235K -$12.2K -64 -5%
CPRC
2468
Consolidated Portfolio Review Corp
New York
$234K +$234K +1,226 New
CMP
2469
Coston McIsaac & Partners
Maine
$234K -$1.9K -10 -0.8%
LSA
2470
Lansing Street Advisors
Pennsylvania
$234K +$234K +1,225 New
LCM
2471
Liberty Capital Management
Michigan
$234K -$31.1K -163 -12%
PFA
2472
Pinnacle Family Advisors
Missouri
$234K +$234K +1,224 New
JBA
2473
Johnson Bixby & Associates
Washington
$234K
CH
2474
Canton Hathaway
Rhode Island
$233K
NPPM
2475
North Point Portfolio Managers
Ohio
$233K +$233K +1,220 New