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 %
CWM
2551
Centurion Wealth Management
Virginia
$248K +$248K +1,123 New
NL
2552
Navalign LLC
California
$247K +$247K +1,119 New
SIC
2553
Shoker Investment Counsel
Ohio
$247K +$247K +1,116 New
CNWM
2554
Clay Northam Wealth Management
California
$246K +$246K +1,114 New
EL
2555
EWA LLC
Pennsylvania
$245K +$15.3K +73 +7%
BBA
2556
Braun-Bostich & Associates
Pennsylvania
$244K -$23.9K -108 -9%
SA
2557
SRH Advisors
Kansas
$243K
CL
2558
CIM LLC
New York
$243K
NWM
2559
Northwest Wealth Management
Iowa
$242K +$242K +1,096 New
PIMG
2560
Patriot Investment Management Group
Tennessee
$242K +$242K +1,095 New
LSC
2561
Lesa Sroufe & Co
Washington
$242K +$242K +1,095 New
IWN
2562
Independent Wealth Network
Iowa
$242K +$242K +1,093 New
VC
2563
Veery Capital
Delaware
$241K +$241K +1,092 New
LWM
2564
LJI Wealth Management
Indiana
$241K +$241K +1,090 New
RCM
2565
RB Capital Management
Nevada
$241K -$53.7K -243 -18%
ACA
2566
Aspire Capital Advisors
Washington
$240K +$240K +1,087 New
GCP
2567
Gill Capital Partners
Colorado
$240K +$240K +1,086 New
GL
2568
Gerber LLC
Ohio
$240K +$240K +1,086 New
LBWM
2569
Left Brain Wealth Management
Illinois
$240K +$240K +1,086 New
TCMP
2570
Thrive Capital Management (Pennsylvania)
Pennsylvania
$239K -$35.8K -162 -13%
HFA
2571
High Falls Advisors
New York
$239K -$41.3K -187 -15%
GKIM
2572
GW&K Investment Management
Massachusetts
$239K +$14.4K +65 +6%
DA
2573
DSC Advisors
Illinois
$239K -$17.2K -78 -7%
EA
2574
Ellsworth Advisors
Ohio
$239K +$239K +1,081 New
CPW
2575
Crestmont Private Wealth
Texas
$239K +$239K +1,079 New