2,911 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, 1,090 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,911
Holders Change
+174
Holders Change %
+6.36%
% of All Funds
42.11%
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
1,090
Closed
89
Calls
$4.17B
Puts
$2.75B
Net Calls
+$1.41B
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Shares
Change %
NYLIM
251
New York Life Investment Management
New York
$30.3M -$320K -1,448 -1%
AAF
252
Andra AP-fonden
Sweden
$29.7M -$17.3M -78,200 -37%
SG Americas Securities
253
SG Americas Securities
New York
$29.7M -$153M -691,254 -84%
SCTC
254
Sanibel Captiva Trust Company
Florida
$29M -$1.68M -7,581 -5%
X
255
Xponance
Pennsylvania
$28.7M +$315K +1,423 +1%
LA
256
LBP AM
France
$28.5M +$4.89M +22,108 +21%
CS
257
Candriam SCA
Luxembourg
$28.4M -$2.06M -9,336 -7%
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$28.1M +$17.7K +80 +0.1%
IMCOOI
259
Investment Management Corp of Ontario (IMCO)
Canada
$28.1M -$200K -906 -0.7%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$28M +$1.48M +6,712 +6%
TA
261
TruWealth Advisors
Louisiana
$27.8M +$386K +1,746 +1%
WJWM
262
Williams Jones Wealth Management
New York
$27.6M -$445K -2,013 -2%
Bank of Nova Scotia
263
Bank of Nova Scotia
Ontario, Canada
$27.5M -$56M -253,196 -67%
GGI
264
Godsey & Gibb Inc
Virginia
$27.5M -$627K -2,837 -2%
NAM
265
Nissay Asset Management
Japan
$27M +$522K +2,363 +2%
FP
266
Foundry Partners
Minnesota
$26.9M -$2.45M -11,089 -8%
LCM
267
Logan Capital Management
Pennsylvania
$26.9M +$1.32M +5,974 +5%
JGUA
268
John G. Ullman & Associates
New York
$26.6M -$216K -975 -0.8%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$26.1M +$7.16M +30,435 +38%
SFA
270
Sequoia Financial Advisors
Ohio
$26M +$5.02M +22,700 +24%
NA
271
NewEdge Advisors
Louisiana
$25.7M +$1.95M +8,830 +8%
LGF
272
LGT Group Foundation
Liechtenstein
$25.7M -$5.2M -23,687 -17%
FMLI
273
Fukoku Mutual Life Insurance
Japan
$25.5M -$442K -2,000 -2%
RMCM
274
Reynders McVeigh Capital Management
Massachusetts
$25.5M +$781K +3,534 +3%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$25.4M +$787K +3,558 +3%