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 %
WDL
2601
Well Done LLC
Michigan
$230K +$230K +1,039 New
MWM
2602
MGB Wealth Management
Texas
$229K +$229K +1,039 New
LFP
2603
Lakeshore Financial Planning
Michigan
$229K +$229K +1,035 New
SWA
2604
ShankerValleau Wealth Advisors
Illinois
$229K +$229K +1,035 New
IF
2605
IRON Financial
Illinois
$229K +$229K +1,034 New
TDC
2606
Thompson Davis & Co
Virginia
$229K +$229K +1,034 New
BAG
2607
Bridgewealth Advisory Group
California
$228K +$228K +1,033 New
AFG
2608
Altiora Financial Group
Ohio
$228K +$228K +1,032 New
FWM
2609
Finer Wealth Management
Massachusetts
$228K +$228K +1,032 New
EW
2610
Enzi Wealth
Texas
$228K +$228K +968 New
TWM
2611
Triton Wealth Management
Arizona
$228K +$228K +1,036 New
PK
2612
Pflug Koory
Nebraska
$227K +$227K +1,029 New
DA
2613
Dillon & Associates
Michigan
$227K +$227K +1,027 New
FA
2614
Fountainhead AM
New Jersey
$227K -$51.7K -234 -19%
KWM
2615
Keebeck Wealth Management
Illinois
$226K +$226K +1,022 New
FNBOH
2616
First National Bank of Hutchinson
Kansas
$226K +$226K +1,020 New
MPI
2617
Mairs & Power Inc
Minnesota
$225K +$225K +1,017 New
PCWA
2618
Pacific Capital Wealth Advisors
California
$224K +$1.33K +6 +0.6%
RW
2619
RVW Wealth
California
$224K -$55.3K -250 -20%
AM
2620
Atwater Malick
Pennsylvania
$224K +$224K +1,011 New
KFG
2621
Kingdom Financial Group
Arizona
$223K +$223K +1,011 New
RW
2622
REDW Wealth
New Mexico
$223K +$223K +1,009 New
EBSAM
2623
Eubel Brady & Suttman Asset Management
Ohio
$223K -$51.7K -234 -19%
SWG
2624
Summit Wealth Group
Vermont
$223K +$223K +1,011 New
LAS
2625
Lloyd Advisory Services
Georgia
$223K +$223K +1,007 New