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 %
ECM
2501
Elgethun Capital Management
South Dakota
$268K +$1.99K +9 +0.7%
BSTWA
2502
Blake Schutter Theil Wealth Advisors
Ohio
$268K +$268K +1,211 New
BSSFA
2503
Baron Silver Stevens Financial Advisors
Florida
$267K +$267K +1,206 New
WC
2504
Woodstock Corp
Massachusetts
$266K -$24.3K -110 -8%
FRA
2505
Front Row Advisors
California
$265K -$38.7K -175 -13%
SAMC
2506
Spectrum Asset Management (California)
California
$265K
T
2507
TNF
Montana
$264K
VBFG
2508
Vishria Bird Financial Group
Tennessee
$264K
ACM
2509
Armbruster Capital Management
New York
$264K -$289K -1,307 -52%
SSW
2510
Stone Summit Wealth
Florida
$264K
SL
2511
SWMG LLC
Texas
$263K +$2.32K +11 +0.9%
BWM
2512
Biltmore Wealth Management
Arizona
$263K
CCT
2513
Chemung Canal Trust
New York
$262K -$5.53K -25 -2%
HWA
2514
HHM Wealth Advisors
Tennessee
$262K -$11.1K -50 -4%
PFA
2515
Professional Financial Advisors
Nebraska
$261K +$1.55K +7 +0.6%
MPPW
2516
Mitchell & Pahl Private Wealth
Oklahoma
$260K +$260K +1,178 New
ZIMP
2517
Zimmermann Investment Management & Planning
Pennsylvania
$260K +$260K +1,177 New
PDL
2518
Portfolio Design Labs
California
$260K +$260K +1,177 New
WAM
2519
Walker Asset Management
Missouri
$259K +$442 +2 +0.2%
DFG
2520
Dupree Financial Group
Kentucky
$258K -$11.7K -53 -4%
EE
2521
EWG Elevate
California
$258K +$1.55K +7 +0.6%
CIG
2522
CHB Investment Group
Pennsylvania
$258K +$258K +1,166 New
RGF
2523
Retirement Guys Formula
Ohio
$258K -$13.9K -63 -5%
DWMS
2524
Dominguez Wealth Management Solutions
Virginia
$258K +$1.33K +6 +0.5%
CCAM
2525
Cascades Capital Asset Management
North Carolina
$257K +$257K +1,164 New