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 %
OWP
2576
Obermeyer Wealth Partners
Colorado
$238K +$238K +1,076 New
HWM
2577
Hohimer Wealth Management
Washington
$238K +$238K +1,075 New
LP
2578
LGL Partners
Pennsylvania
$237K +$237K +1,072 New
RC
2579
Rovin Capital
Arizona
$237K +$237K +1,072 New
PPWM
2580
PFG Private Wealth Management
Florida
$237K +$234K +1,059 +8,146%
CD
2581
Chapin Davis
Maryland
$237K +$237K +1,071 New
CA
2582
Calton & Associates
Florida
$237K +$237K +1,070 New
PFG
2583
Peterson Financial Group
Iowa
$237K +$237K +1,070 New
UHC
2584
Union Heritage Capital
Michigan
$237K
RS
2585
Retirement Solution
Washington
$236K +$236K +1,070 New
IA
2586
IAM Advisory
Pennsylvania
$236K +$236K +1,069 New
RMF
2587
Red Mountain Financial
Colorado
$236K +$236K +1,068 New
SIA
2588
Strategic Investment Advisors
Michigan
$235K +$235K +1,063 New
DWAM
2589
Duncan Williams Asset Management
Tennessee
$234K +$234K +1,060 New
AT
2590
Avalon Trust
New Mexico
$233K -$67.9K -307 -23%
VFG
2591
V2 Financial group
Illinois
$232K -$11.1K -50 -5%
NI
2592
NCP Inc
California
$232K
MA
2593
Mezzasalma Advisors
New Jersey
$232K +$232K +1,050 New
HCP
2594
Hardin Capital Partners
South Carolina
$232K -$45.7K -200 -16%
AWP
2595
Atlas Wealth Partners
Pennsylvania
$232K +$232K +1,050 New
S
2596
Sunpointe
Missouri
$231K +$231K +1,044 New
ICM
2597
IMS Capital Management
Oregon
$230K -$5.53K -25 -2%
DA
2598
Dash Acquisitions
California
$230K
GA
2599
Gordian Advisors
Arizona
$230K +$230K +1,041 New
LFS
2600
Legacy Financial Strategies
Kansas
$230K +$230K +1,039 New