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 %
CCMI
2876
Creative Capital Management Investments
California
$16.4K
TC
2877
Tacita Capital
Ontario, Canada
$15.5K
GWM
2878
Guardian Wealth Management
Illinois
$15.3K
VWA
2879
Valued Wealth Advisors
Utah
$14.8K +$2.88K +13 +24%
WFA
2880
Wells Financial Advisors
Massachusetts
$12.8K +$12.8K +58 New
MSFP
2881
Mark Sheptoff Financial Planning
Connecticut
$12.8K
TCA
2882
Trifecta Capital Advisors
Illinois
$12.4K
IAIM
2883
International Assets Investment Management
Florida
$12.3K +$12.2K +2,702,340 +20,324%
RWA
2884
Redmont Wealth Advisors
Illinois
$11.7K
RAM
2885
Ramirez Asset Management
New York
$11.1K
BCA
2886
Bray Capital Advisors
Florida
$11.1K
FG
2887
Fairman Group
Pennsylvania
$10.5K
HF
2888
Halpern Financial
Virginia
$10.3K
WCM
2889
Westend Capital Management
California
$8.84K
CA
2890
Claris Advisors
Missouri
$8.4K +$8.4K +38 New
GPFA
2891
Game Plan Financial Advisors
Ohio
$8.18K
HWM
2892
Horizons Wealth Management
North Carolina
$7.74K
TPW
2893
Talon Private Wealth
Florida
$7.08K +$7.08K +32 New
TWD
2894
True Wealth Design
Ohio
$6.85K
CI
2895
Cordant Inc
Oregon
$6.63K
HFS
2896
HBC Financial Services
Washington
$6K +$6K +30 New
HWP
2897
Highline Wealth Partners
California
$5.75K +$4.86K +22 +550%
GAG
2898
Goodman Advisory Group
Massachusetts
$5.75K +$5.75K +26 New
PS
2899
PayPay Securities
Japan
$4.64K -$3.32K -15 -42%
TFA
2900
Transamerica Financial Advisors
Florida
$4K -$440K -1,759 -99%