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 %
SMA
2701
Seven Mile Advisory
New Jersey
$203K +$203K +918 New
WBC
2702
West Branch Capital
Massachusetts
$202K +$43.1K +195 +27%
LGW
2703
Leslie Global Wealth
Illinois
$202K +$202K +915 New
FI
2704
Financial Insights
Washington
$202K +$202K +914 New
AF
2705
Apollon Financial
South Carolina
$202K +$202K +914 New
VCWA
2706
Vanguard Capital Wealth Advisors
Colorado
$201K -$216K -978 -52%
RFS
2707
Richardson Financial Services
Massachusetts
$201K
ACC
2708
Acorn Creek Capital
Colorado
$201K +$201K +907 New
ACM
2709
Argent Capital Management
Missouri
$201K +$201K +907 New
FFC
2710
First Financial Corp
Indiana
$200K -$3.54K -16 -2%
CWM
2711
Cherrydale Wealth Management
New Jersey
$200K +$200K +905 New
HP
2712
Hilltop Partners
Indiana
$200K +$200K +905 New
AAMC
2713
Asset Allocation & Management Company
Illinois
$200K +$200K +906 New
FDP
2714
Financiere des Professionnels
Quebec, Canada
$199K +$199K +900 New
BL
2715
BFSG LLC
California
$196K
CPA
2716
Clear Point Advisors
New York
$194K
CTWM
2717
Cherry Tree Wealth Management
Minnesota
$189K
WIM
2718
Westside Investment Management
California
$188K +$20.5K +100 +12%
CTA
2719
Colonial Trust Advisors
South Carolina
$188K +$16.6K +75 +10%
MAM
2720
Marquette Asset Management
Minnesota
$188K +$20.1K +91 +12%
BGAI
2721
Bruce G. Allen Investments
Colorado
$187K -$13K -59 -7%
TIAAOA
2722
Teachers Insurance & Annuity Association of America
New York
$185K +$185K +838 New
EPW
2723
Evergreen Private Wealth
Colorado
$185K
MWM
2724
Mascoma Wealth Management
New Hampshire
$184K
CWM
2725
Compass Wealth Management
Connecticut
$183K