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 %
HBS
2676
Howard Bailey Securities
Indiana
$210K +$210K +949 New
ABLA
2677
Alan B. Lancz & Associates
Ohio
$209K +$209K +946 New
PP
2678
Pegasus Partners
Wisconsin
$208K +$208K +943 New
DA
2679
Doliver Advisors
Texas
$208K +$208K +943 New
ACMA
2680
Arbor Capital Management (Alaska)
Alaska
$208K +$208K +951 New
LFRG
2681
Lazard Frères Gestion
France
$208K +$208K +942 New
HCM
2682
Hollencrest Capital Management
California
$208K +$663 +3 +0.3%
CMAI
2683
Capital Management Associates Inc
Minnesota
$208K +$208K +940 New
ST
2684
Somerset Trust
Pennsylvania
$208K +$208K +940 New
MAV
2685
Mason & Associates (Virginia)
Virginia
$208K +$208K +939 New
TIM
2686
Total Investment Management
Arizona
$208K +$208K +939 New
WAM
2687
Weinberger Asset Management
California
$208K +$208K +939 New
BHWM
2688
Beaird Harris Wealth Management
Texas
$207K -$66.1K -299 -24%
FWM
2689
FMB Wealth Management
California
$207K +$207K +934 New
OWM
2690
Opes Wealth Management
California
$206K +$206K +934 New
TLA
2691
Tanglewood Legacy Advisors
Texas
$206K
LL
2692
LWMG LLC
Minnesota
$205K +$205K +927 New
WWM
2693
Waterway Wealth Management
Texas
$205K -$475K -2,148 -70%
SAM
2694
SP Asset Management
California
$205K +$205K +927 New
UFA
2695
US Financial Advisors
Massachusetts
$205K +$205K +926 New
CWA
2696
Canvas Wealth Advisors
Kansas
$204K +$204K +924 New
IC
2697
Iconiq Capital
California
$204K +$204K +923 New
TC
2698
Trilogy Capital
California
$203K +$203K +920 New
MA
2699
MKT Advisors
California
$203K +$203K +925 New
TA
2700
TFB Advisors
Kansas
$203K +$203K +918 New