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 %
FLPIM
401
F.L. Putnam Investment Management
Massachusetts
$13.2M +$410K +1,959 +3%
SIG
402
Sargent Investment Group
Maryland
$13.2M -$466K -2,110 -3%
NC
403
NewSquare Capital
Pennsylvania
$13.2M -$132K -604 -1%
MSU
404
Mizuho Securities USA
New York
$13.2M -$2.45M -11,097 -16%
GWM
405
Greenwich Wealth Management
Connecticut
$13.1M +$7.08K +32 +0.1%
SC
406
Savant Capital
Illinois
$13.1M +$1.77M +8,027 +16%
GIM
407
Grassi Investment Management
California
$13M -$287K -1,300 -2%
RJT
408
Raymond James Trust
Florida
$13M +$1.89M +8,552 +17%
SA
409
SpiderRock Advisors
Delaware
$12.9M +$5.54M +25,053 +76%
FNT
410
First National Trust
Pennsylvania
$12.8M -$285K -1,290 -2%
HIMCH
411
Hartford Investment Management Co (HIMCO)
Connecticut
$12.8M -$190K -861 -1%
OAC
412
OMERS Administration Corp
Ontario, Canada
$12.8M +$111K +500 +0.9%
FFBTD
413
First Financial Bank - Trust Division
Ohio
$12.8M -$110K -496 -0.8%
MWM
414
Meridian Wealth Management
Kentucky
$12.8M +$12.8M +57,936 New
SRC
415
Shufro Rose & Co
New York
$12.7M
PWP
416
Principle Wealth Partners
Connecticut
$12.7M -$144K -652 -1%
IMPI
417
Ilmarinen Mutual Pension Insurance
Finland
$12.6M -$1.11M -5,000 -8%
UB
418
UMB Bank
Missouri
$12.6M -$771K -3,489 -6%
BPC
419
Banque Pictet & Cie
Switzerland
$12.6M +$127K +576 +1%
Walleye Trading
420
Walleye Trading
New York
$12.6M -$505K -2,286 -4%
HIC
421
Hartline Investment Corp
Illinois
$12.5M +$180K +814 +1%
RFC
422
Regions Financial Corp
Alabama
$12.5M -$236K -1,069 -2%
GLA
423
Great Lakes Advisors
Illinois
$12.4M +$1.42M +6,410 +13%
DP
424
Dearborn Partners
Illinois
$12.4M -$79.8K -361 -0.6%
BCM
425
Beddow Capital Management
Wyoming
$12.4M +$265K +1,198 +2%