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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 %
LAS
2451
LWM Advisory Services
Florida
$221K -$48.8K -282 -18%
TFG
2452
Taylor Financial Group
Virginia
$221K – – –
PO
2453
Private Ocean
California
$220K -$2.42K -14 -1%
LFG
2454
Lockerman Financial Group
California
$220K +$1.04K +6 +0.5%
HR
2455
Hardy Reed
Mississippi
$220K +$220K +1,273 New
TAM
2456
Tucker Asset Management
Colorado
$220K -$2.77K -16 -1%
CAS
2457
Coppell Advisory Solutions
Texas
$220K +$220K +1,273 New
HFA
2458
High Falls Advisors
New York
$220K -$35.6K -206 -14%
CGFA
2459
Colton Groome Financial Advisors
North Carolina
$219K – – –
WC
2460
Waterloo Capital
Texas
$219K -$64K -370 -23%
FWM
2461
Fingerlakes Wealth Management
New York
$218K +$1.38K +8 +0.6%
MSA
2462
Marathon Strategic Advisors
Pennsylvania
$218K +$218K +1,262 New
RW
2463
RVW Wealth
California
$218K +$17.3K +100 +9%
FA
2464
Fountainhead AM
New Jersey
$218K +$7.96K +46 +4%
SRA
2465
Secured Retirement Advisors
Minnesota
$218K +$218K +1,260 New
FCG
2466
Fielder Capital Group
Tennessee
$217K -$1.38K -8 -0.6%
WF
2467
Whelan Financial
California
$217K -$10.4K -60 -5%
BWA
2468
Bordeaux Wealth Advisors
California
$217K +$217K +1,252 New
TCWA
2469
Turtle Creek Wealth Advisors
Texas
$216K +$216K +1,251 New
HAS
2470
Holland Advisory Services
Florida
$216K +$173 +1 +0.1%
NF
2471
NavPoint Financial
Minnesota
$216K – – –
WFA
2472
Wade Financial Advisory
California
$215K -$5.19K -30 -2%
TCMP
2473
Thrive Capital Management (Pennsylvania)
Pennsylvania
$215K +$33K +191 +18%
EBSAM
2474
Eubel Brady & Suttman Asset Management
Ohio
$215K +$215K +1,244 New
SL
2475
SWMG LLC
Texas
$214K -$33.9K -196 -14%
97 98
99
100 101