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 %
MDCM
426
Morgan Dempsey Capital Management
Wisconsin
$12.2M -$1.54M -6,979 -11%
AAIM
427
American Assets Investment Management
California
$12.2M
CRC
428
Curi RMB Capital
Illinois
$12.1M -$556K -2,516 -4%
IAA
429
Independent Advisor Alliance
North Carolina
$12.1M -$392K -1,774 -3%
MCM
430
MAI Capital Management
Ohio
$12M -$836K -3,782 -7%
HAI
431
Hennessy Advisors Inc
California
$12M -$226K -1,020 -2%
WS
432
Wedbush Securities
California
$11.9M -$2.36M -10,680 -17%
SCA
433
Snowden Capital Advisors
New York
$11.9M -$3.32M -14,999 -22%
BIA
434
Biondo Investment Advisors
Pennsylvania
$11.9M +$160K +725 +1%
UM
435
UniSuper Management
Australia
$11.8M +$2.62M +11,851 +28%
CAM
436
Congress Asset Management
Massachusetts
$11.8M +$11.8M +53,414 New
FT
437
Fiduciary Trust
Massachusetts
$11.8M +$95.9K +434 +0.8%
EWM
438
Evercore Wealth Management
New York
$11.7M +$510K +2,309 +5%
MSRPS
439
Maryland State Retirement & Pension System
Maryland
$11.7M -$4.11M -18,601 -26%
Westfield Capital Management
440
Westfield Capital Management
Massachusetts
$11.6M -$10M -45,299 -46%
RWP
441
RWA Wealth Partners
Massachusetts
$11.6M +$378K +1,709 +3%
WA
442
WealthTrust Axiom
Pennsylvania
$11.6M -$155K -699 -1%
RIM
443
Rakuten Investment Management
Japan
$11.5M +$2.88M +13,061 +33%
LSERS
444
Louisiana State Employees Retirement System
Louisiana
$11.5M -$22.1K -100 -0.2%
TCOV
445
Trust Company of Vermont
Vermont
$11.3M +$1.18M +5,316 +12%
HIMC
446
Heritage Investors Management Corp
Maryland
$11.3M -$653K -2,952 -5%
HCM
447
Hodges Capital Management
Texas
$11.3M +$2.58M +11,653 +30%
HAG
448
HighPoint Advisor Group
Illinois
$11.3M +$321K +1,452 +3%
SAM
449
Securian Asset Management
Minnesota
$11.3M -$414K -1,874 -4%
NRS
450
Neville Rodie & Shaw
New York
$11.2M +$2.05M +9,268 +22%