2,912 hedge funds and large institutions have $123B invested in IBM in 2024 Q3 according to their latest regulatory filings, with 294 funds opening new positions, 1,125 increasing their positions, 1,091 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,912
Holders Change
+174
Holders Change %
+6.36%
% of All Funds
42.12%
Holding in Top 10
87
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+77.55%
% of All Funds
1.26%
New
294
Increased
1,125
Reduced
1,091
Closed
89
Calls
$4.17B
Puts
$2.75B
Net Calls
+$1.41B
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Shares
Change %
C
2476
Covestor
United Kingdom
$281K -$2.21K -10 -0.8%
CAM
2477
Campion Asset Management
Virginia
$281K -$45.3K -205 -14%
HR
2478
Hardy Reed
Mississippi
$280K -$1.77K -8 -0.6%
FCG
2479
Fielder Capital Group
Tennessee
$279K +$1.55K +7 +0.6%
MPW
2480
Monterey Private Wealth
California
$279K +$7.74K +35 +3%
AWG
2481
Altus Wealth Group
Colorado
$278K +$5.53K +25 +2%
HAS
2482
Holland Advisory Services
Florida
$277K +$1.11K +5 +0.4%
DWG
2483
Darden Wealth Group
Michigan
$276K +$276K +1,250 New
NF
2484
NavPoint Financial
Minnesota
$276K
GSIAS
2485
Garden State Investment Advisory Services
New Jersey
$275K -$56.2K -254 -17%
BTIM
2486
BancFirst Trust & Investment Management
Oklahoma
$275K +$3.75K +17 +1%
CAS
2487
Coppell Advisory Solutions
Texas
$273K -$7.95K -36 -3%
GI
2488
GLOBALT Investments
Georgia
$273K
CFO
2489
Callan Family Office
Pennsylvania
$273K -$12.8K -58 -4%
BWP
2490
Bernardo Wealth Planning
Pennsylvania
$271K
WTB
2491
Washington Trust Bank
Washington
$271K -$171K -774 -39%
LCM
2492
Liberty Capital Management
Michigan
$271K
MME
2493
Meag Munich Ergo
Germany
$270K +$62.1K +281 +30%
JBA
2494
Johnson Bixby & Associates
Washington
$270K
HWM
2495
HFR Wealth Management
New York
$270K +$270K +1,220 New
MWA
2496
Motive Wealth Advisors
Michigan
$270K
BCM
2497
Beck Capital Management
Texas
$269K -$33.8K -153 -11%
BA
2498
Baugh & Associates
Georgia
$269K +$54.4K +308 +25%
GA
2499
Goldstein Advisors
Wisconsin
$269K +$10.4K +47 +4%
WFA
2500
Wade Financial Advisory
California
$269K -$6.63K -30 -2%