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 %
SC
2826
Steph & Co
Wisconsin
$45.8K -$29.8K -135 -39%
WI
2827
Wintrust Investments
Illinois
$45K -$433K -1,973 -91%
RTL
2828
Red Tortoise LLC
Georgia
$45K +$222 +1 +0.5%
LIP
2829
Liontrust Investment Partners
United Kingdom
$44.8K
LG
2830
LAM Group
Oregon
$44.7K
OLVIG
2831
Oliver Lagore Vanvalin Investment Group
Michigan
$44.2K -$2.21K -10 -5%
CIAS
2832
CBIZ Investment Advisory Services
Ohio
$43.6K +$15K +68 +53%
IA
2833
IFS Advisors
Kansas
$43.6K
CPA
2834
Capital Performance Advisors
California
$43.1K +$43.1K +195 New
JEST
2835
JTC Employer Solutions Trustee
Jersey
$43K
DCM
2836
Davis Capital Management
Florida
$41.1K
ETS
2837
ESL Trust Services
New York
$38.9K
NMM
2838
Naples Money Management
Florida
$37.6K
KC
2839
Kepos Capital
New York
$37K -$12K -54 -25%
PPA
2840
Painted Porch Advisors
California
$36.9K
SOW
2841
State of Wyoming
Wyoming
$36K +$35.6K +161 +8,050%
FP
2842
Financial Perspectives
Minnesota
$35.4K
HCA
2843
Heck Capital Advisors
Wisconsin
$34.3K
TCG
2844
Transcendent Capital Group
Oklahoma
$33.9K -$62.1K -282 -65%
GCM
2845
Gables Capital Management
Florida
$33.2K
VLKIM
2846
Van Lanschot Kempen Investment Management
Netherlands
$32.5K
RL
2847
Rogco LP
Oklahoma
$32.1K
FIA
2848
FPC Investment Advisory
California
$31.8K
RFG
2849
REAP Financial Group
Texas
$31.7K -$89.9K -406 -74%
HCM
2850
Horrell Capital Management
Arkansas
$31K