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 %
DFA
2851
DHJJ Financial Advisors
Illinois
$30.7K
PPC
2852
Park Place Capital
Alabama
$30.1K
HBW
2853
Hazlett, Burt & Watson
West Virginia
$29K +$26.5K +116 +1,055%
HC
2854
Hara Capital
Washington
$29K +$29K +131 New
FIM
2855
FWL Investment Management
Texas
$27.6K -$8.84K -40 -24%
DI
2856
DAGCO Inc
Ohio
$27.6K
SRCM
2857
Signature Resources Capital Management
California
$26.5K -$3.98K -18 -13%
ACM
2858
Aster Capital Management
United Arab Emirates
$26.1K +$26.1K +118 New
ACA
2859
American Capital Advisory
Idaho
$25.7K
MFG
2860
Mendota Financial Group
Wisconsin
$23.7K +$442 +2 +2%
LIS
2861
Legacy Investment Solutions
Idaho
$22.8K +$22.8K +108 New
LWMI
2862
Legacy Wealth Management (Idaho)
Idaho
$22.8K +$22.8K +108 New
BAM
2863
Bellevue Asset Management
Washington
$22.6K +$222 +1 +1%
TCPG
2864
Trivant Custom Portfolio Group
California
$22.1K
TCM
2865
Tradewinds Capital Management
Washington
$22.1K
AWM
2866
Avondale Wealth Management
Texas
$22.1K
RWM
2867
Ruedi Wealth Management
Illinois
$22.1K
EA
2868
Evolution Advisers
Virginia
$22K
LD
2869
Lipe & Dalton
New York
$22K +$22K +100 New
AAG
2870
Accordant Advisory Group
Maryland
$20.3K
MWA
2871
MFA Wealth Advisors
Pennsylvania
$19.5K
FC
2872
Family CFO
California
$18.1K +$220 +1 +1%
WAS
2873
Winch Advisory Services
Wisconsin
$17.8K
HFS
2874
Horizon Financial Services
North Carolina
$17.7K
AIM
2875
Arcadia Investment Management
Michigan
$16.6K