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 %
PAG
2801
Paladin Advisory Group
Iowa
$76.9K
T
2802
Tidemark
California
$75.1K -$23.1K -104 -23%
MBFW
2803
Morton Brown Family Wealth
Pennsylvania
$74.3K +$27.2K +123 +58%
VCM
2804
Versant Capital Management
Arizona
$73.8K +$40K +181 +118%
RF
2805
Robbins Farley
New Hampshire
$69.2K +$3.76K +17 +6%
PCFFS
2806
Pacific Center for Financial Services
California
$69K
RDIA
2807
RE Dickinson Investment Advisors
Iowa
$68.1K -$7.3K -33 -10%
AW
2808
Avion Wealth
Texas
$68K +$3.07K +14 +5%
ATC
2809
Advantage Trust Company
Kansas
$66.3K
W
2810
WealthCollab
Washington
$66.3K
KFP
2811
Keener Financial Planning
Texas
$66K
TFGT
2812
TS Financial Group (TSFG)
Illinois
$65K +$3.33K +15 +5%
LOIP
2813
Live Oak Investment Partners
Texas
$63.4K -$44.1K
MTC
2814
Matrix Trust Company
Colorado
$63K +$47.5K +215 +307%
BFP
2815
Briaud Financial Planning
Texas
$62K
RCM
2816
Richardson Capital Management
Wisconsin
$60.8K
HIM
2817
Hillsdale Investment Management
Ontario, Canada
$56.8K -$777K -3,513 -93%
APW
2818
Atlantic Private Wealth
North Carolina
$55.3K +$55.3K +250 New
AWM
2819
Activest Wealth Management
Florida
$54.9K +$442 +2 +0.8%
GA
2820
GoalVest Advisory
New York
$54.8K -$4.42K -20 -7%
LI
2821
Louisbourg Investments
New Brunswick, Canada
$54.6K +$13K +59 +31%
MSWM
2822
Mowery & Schoenfeld Wealth Management
Illinois
$53.1K +$17K +77 +47%
DF
2823
Dunhill Financial
United Kingdom
$52.7K +$21.5K +97 +69%
A
2824
AlphaQuest
New York
$52.6K +$52.4K +237 +23,700%
CJ
2825
Caitlin John
Michigan
$48.1K -$6.76K -32 -12%