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 %
SMF
2651
Sterling Manor Financial
New York
$217K +$217K +981 New
RDFA
2652
Ritter Daniher Financial Advisory
Ohio
$217K
LWA
2653
Lowe Wealth Advisors
Maryland
$217K
SFA
2654
Semmax Financial Advisors
North Carolina
$217K +$212 +1 +0.1%
CIS
2655
Connors Investor Services
Pennsylvania
$216K +$216K +978 New
EWM
2656
Evermay Wealth Management
Virginia
$216K -$92.4K -418 -30%
SL
2657
Salomon & Ludwin
Virginia
$215K -$259K -1,172 -55%
TWA
2658
Talisman Wealth Advisors
New Jersey
$215K +$215K +972 New
IHWM
2659
Iron Horse Wealth Management
Iowa
$214K
CPRC
2660
Consolidated Portfolio Review Corp
New York
$214K +$214K +969 New
FFWA
2661
FRG Family Wealth Advisors
Washington
$214K +$214K +968 New
MTWM
2662
Masso Torrence Wealth Management
New Jersey
$214K +$214K +968 New
EWM
2663
Endowment Wealth Management
Wisconsin
$213K +$213K +965 New
RCG
2664
Regatta Capital Group
California
$213K +$213K +965 New
PD
2665
Planning Directions
Pennsylvania
$213K +$213K +964 New
ILI
2666
Invesco LLC (Illinois)
Illinois
$213K +$213K +964 New
SB
2667
Sunflower Bank
Texas
$212K +$212K +960 New
LTI
2668
Laffer Tengler Investments
Tennessee
$212K
GAM
2669
Gould Asset Management
California
$212K +$212K +959 New
FFL
2670
Financial Freedom LLC
Ohio
$212K +$1.55K +7 +0.7%
HBWM
2671
Hollow Brook Wealth Management
New York
$211K +$211K +954 New
PFA
2672
Pinnacle Family Advisors
Missouri
$210K +$210K +951 New
YDMI
2673
Y.D. More Investments
Israel
$210K +$3.76K +17 +2%
LK
2674
Lumbard & Kellner
New Hampshire
$210K +$210K +950 New
CIA
2675
Cascade Investment Advisors
Oregon
$210K +$210K +950 New