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 %
TCA
376
Transcend Capital Advisors
New Jersey
$14.7M -$140K -634 -0.9%
BWL
377
Bogart Wealth LLC
Virginia
$14.6M -$2.14M -9,673 -13%
ETC
378
Exchange Traded Concepts
Oklahoma
$14.6M -$1.35M -6,115 -8%
RCM
379
Radnor Capital Management
Pennsylvania
$14.6M +$14.6M +65,851 New
APF
380
Alaska Permanent Fund
Alaska
$14.5M
AG
381
Advocate Group
Minnesota
$14.5M +$116K +524 +0.8%
CIA
382
Capital Investment Advisors
Georgia
$14.4M -$360K -1,628 -2%
RCYC
383
Richard C. Young & Co
Rhode Island
$14.4M -$65.7K -297 -0.5%
FCI
384
Financial Counselors Inc
Kansas
$14.2M -$202K -912 -1%
KRS
385
Kentucky Retirement Systems
Kentucky
$14.2M -$1.12M -5,051 -7%
BF
386
BOK Financial
Oklahoma
$14.1M -$367K -1,648 -3%
WPC
387
Waters Parkerson & Co
Louisiana
$14.1M -$696K -3,147 -5%
AHC
388
Adell Harriman & Carpenter
Texas
$14M +$367K +1,660 +3%
SWP
389
Stratos Wealth Partners
Ohio
$14M +$688K +3,111 +5%
WF
390
Welch & Forbes
Massachusetts
$13.8M -$289K -1,307 -2%
FMI
391
F/M Investments
District of Columbia
$13.7M +$3.88M +17,554 +40%
Jane Street
392
Jane Street
New York
$13.6M -$25.3M -114,605 -65%
KCM
393
Kanawha Capital Management
Virginia
$13.6M +$64.1K +290 +0.5%
ASN
394
Advisory Services Network
Georgia
$13.6M
SCM
395
Shelton Capital Management
Colorado
$13.6M -$8.18M -37,003 -38%
BMSSC
396
B. Metzler seel. Sohn & Co
Germany
$13.5M +$23.4K +106 +0.2%
RIA
397
RPG Investment Advisory
California
$13.5M +$174K +788 +1%
RFM
398
Royal Fund Management
Florida
$13.5M +$5.4M +24,060 +67%
MGP
399
Metis Global Partners
California
$13.4M +$606K +2,743 +5%
PI
400
PineBridge Investments
New York
$13.3M -$41.4M -187,383 -76%