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 %
EMPI
326
Elo Mutual Pension Insurance
Finland
$19.3M +$704K +3,186 +4%
NAM
327
NorthCrest Asset Manangement
Minnesota
$19.2M +$691K +3,128 +4%
TNBTD
328
Trustmark National Bank Trust Department
Mississippi
$18.8M -$204K -921 -1%
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$18.7M +$6.94M +37,654 +59%
CFB
330
Cullen/Frost Bankers
Texas
$18.6M +$60.8K +275 +0.3%
BRWA
331
B. Riley Wealth Advisors
Florida
$18.3M -$2.93M -13,212 -14%
MC
332
Moors & Cabot
Massachusetts
$18.2M -$974K -4,407 -5%
CLGM
333
Capitolis Liquid Global Markets
New York
$18.2M +$18.2M +82,500 New
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$18.2M -$2.41M -10,881 -12%
AI
335
Atria Investments
North Carolina
$18.1M +$909K +4,112 +5%
TSW
336
Thompson Siegel & Walmsley
Virginia
$17.8M +$91.1K +412 +0.5%
Macquarie Group
337
Macquarie Group
Australia
$17.8M -$29.2M -132,101 -62%
PR
338
Payden & Rygel
California
$17.6M +$5.88M +26,600 +50%
VI
339
Vestcor Inc
New Brunswick, Canada
$17.4M
OPERF
340
Oregon Public Employees Retirement Fund
Oregon
$17.4M -$3.1K -14 -0%
PFS
341
Prospera Financial Services
Texas
$17.4M +$1.33M +6,009 +8%
Lido Advisors
342
Lido Advisors
California
$17.3M +$2.09M +9,449 +14%
OGC
343
Oak Grove Capital
New Hampshire
$17.2M -$1.47M -6,635 -8%
GIA
344
GHP Investment Advisors
Colorado
$17.2M +$102K +463 +0.6%
HPC
345
HM Payson & Co
Maine
$16.8M -$901K -4,075 -5%
BHWM
346
Bar Harbor Wealth Management
New Hampshire
$16.8M +$80K +362 +0.5%
USCWA
347
U.S. Capital Wealth Advisors
Texas
$16.6M -$4.42K -20 -0%
AWS
348
Atria Wealth Solutions
New York
$16.6M -$1.79M -8,084 -10%
Bessemer Group
349
Bessemer Group
New Jersey
$16.5M +$783K +3,543 +5%
ECM
350
Estabrook Capital Management
New York
$16.4M -$129K -582 -0.8%