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 %
CGFA
2526
Colton Groome Financial Advisors
North Carolina
$256K -$24.1K -109 -9%
TFA
2527
TPG Financial Advisors
Oregon
$256K +$256K +1,160 New
CFCI
2528
Comprehensive Financial Consultants Institutional
Indiana
$256K -$663 -3 -0.3%
C
2529
CEDRUS
Colorado
$256K -$158K -716 -38%
MCCA
2530
Mill Creek Capital Advisors
Pennsylvania
$255K -$2.21K -10 -0.9%
CFP
2531
Cypress Financial Planning
New Jersey
$255K +$255K +1,151 New
PSFG
2532
Prairie Sky Financial Group
Illinois
$254K +$254K +1,150 New
FCMT
2533
Founders Capital Management (Texas)
Texas
$254K
BLAM
2534
Bourne Lent Asset Management
New York
$254K +$254K +1,150 New
TC
2535
TAGStone Capital
North Carolina
$254K +$254K +1,150 New
SFS
2536
Searcy Financial Services
Kansas
$254K +$254K +1,148 New
PF
2537
Prosperitas Financial
California
$254K +$254K +1,147 New
ICM
2538
Intrepid Capital Management
Florida
$252K -$5.75K -26 -2%
CCM
2539
Carlson Capital Management
Minnesota
$252K +$252K +1,141 New
VC
2540
Vestor Capital
Illinois
$252K
FIBT
2541
First International Bank & Trust
North Dakota
$251K +$251K +1,137 New
OKSA
2542
O'Keefe Stevens Advisory
New York
$251K +$251K +1,135 New
CTC
2543
Cetera Trust Company
Minnesota
$250K
GWSA
2544
Global Wealth Strategies & Associates
Colorado
$250K
LWM
2545
LongView Wealth Management
Georgia
$250K +$250K +1,132 New
PIA
2546
Pinion Investment Advisors
Kansas
$250K +$250K +1,131 New
NEPPG
2547
New England Professional Planning Group
Rhode Island
$250K +$250K +1,129 New
GDP
2548
Great Diamond Partners
Maine
$249K -$186K -840 -43%
CC
2549
Capstone Capital
Nevada
$249K +$249K +1,126 New
MAA
2550
Matrix Asset Advisors
New York
$248K +$248K +1,123 New