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 %
TWC
301
TD Waterhouse Canada
Ontario, Canada
$22.5M +$8.59M +42,809 +62%
SGK
302
Steigerwald Gordon & Koch
Virginia
$22.5M +$501K +2,267 +2%
PFP
303
Pinnacle Financial Partners
Tennessee
$22.4M +$981K +4,437 +5%
JCM
304
Janney Capital Management
Pennsylvania
$22.4M -$243K -1,100 -1%
SPIA
305
Steward Partners Investment Advisory
New York
$22.4M +$1.77M +8,013 +9%
Jones Financial Companies
306
Jones Financial Companies
Missouri
$22.3M +$9.35M +42,327 +72%
WIC
307
Wilkins Investment Counsel
Massachusetts
$22.2M -$338K -1,531 -1%
CLOS
308
Compagnie Lombard Odier SCmA
Switzerland
$22.1M -$153K -690 -0.7%
EI
309
Ethic Inc
New York
$21.8M -$2.38M -12,475 -10%
SCM
310
SKBA Capital Management
California
$21.8M -$1.18M -5,350 -5%
PA
311
Pinnacle Associates
New York
$21.4M -$4.25M -25,992 -17%
AAS
312
Avantax Advisory Services
Texas
$21.3M +$276K +1,250 +1%
Wealthfront Advisers
313
Wealthfront Advisers
California
$21.1M +$431K +1,951 +2%
Massachusetts Financial Services
314
Massachusetts Financial Services
Massachusetts
$21.1M +$4.05M +18,340 +24%
IMRF
315
Illinois Municipal Retirement Fund
Illinois
$20.9M -$852K -3,855 -4%
WSFS
316
Wilmington Savings Fund Society
Delaware
$20.4M +$15.7M +71,051 +333%
BEI
317
Benjamin Edwards Inc
Missouri
$20.4M +$19.7M +89,004 +2,834%
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$20.3M +$1.4M +6,345 +7%
SF
319
Synovus Financial
Georgia
$20.2M -$547K -2,474 -3%
BWP
320
Baldwin Wealth Partners
Massachusetts
$19.8M -$23K -104 -0.1%
VPIM
321
Vanguard Personalized Indexing Management
California
$19.8M +$3.3M +14,905 +20%
WB
322
WesBanco Bank
West Virginia
$19.7M -$35.4K -160 -0.2%
BFS
323
Bradley Foster & Sargent
Connecticut
$19.5M -$38.9K -176 -0.2%
LCS
324
Levin Capital Strategies
New York
$19.5M -$6.18M -27,961 -24%
TC
325
TownSquare Capital
Utah
$19.4M +$1.27M +5,765 +7%