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 %
PWMG
2726
Private Wealth Management Group
New Jersey
$181K +$663 +3 +0.4%
BG
2727
Bollard Group
Massachusetts
$177K
HI
2728
Hoey Investments
Pennsylvania
$172K
SHIM
2729
Stone House Investment Management
Pennsylvania
$170K +$6.19K +28 +4%
HWM
2730
HighMark Wealth Management
Minnesota
$169K +$1.33K +6 +0.8%
FFA
2731
Fairfield Financial Advisors
Massachusetts
$166K -$663 -3 -0.4%
FFA
2732
Frazier Financial Advisors
Ohio
$162K +$2.88K +13 +2%
GC
2733
Gould Capital
Washington
$159K +$22.3K +101 +16%
CA
2734
Centerpoint Advisors
Massachusetts
$159K
KWAG
2735
Kiely Wealth Advisory Group
North Carolina
$159K
SAM
2736
S.A. Mason
Michigan
$154K +$3.32K +15 +2%
AWM
2737
Atticus Wealth Management
Florida
$151K -$55.3K -250 -27%
PIS
2738
POM Investment Strategies
North Carolina
$148K +$6.19K +28 +4%
VAMG
2739
Voisard Asset Management Group
Michigan
$147K +$3.54K +16 +2%
SWM
2740
Sanctuary Wealth Management
Idaho
$145K
FMP
2741
Financial Management Professionals
Texas
$145K +$18K +81 +14%
AWM
2742
Abound Wealth Management
Tennessee
$144K
AWA
2743
Authentikos Wealth Advisory
California
$143K -$153K -692 -52%
SFFS
2744
Stonehage Fleming Financial Services
Jersey
$139K
CSWM
2745
Cassady Schiller Wealth Management
Ohio
$139K -$25.4K -115 -15%
PGAM
2746
Princeton Global Asset Management
New Jersey
$139K +$1.11K +5 +0.8%
FCT
2747
First Community Trust
Iowa
$137K
CCM
2748
Cutler Capital Management
Massachusetts
$135K
APC
2749
Aspire Private Capital
North Carolina
$135K
BCM
2750
Blume Capital Management
California
$133K