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 %
CL
451
Choreo LLC
Illinois
$11.1M +$599K +2,733 +6%
CG
452
Cynosure Group
Utah
$11.1M +$27.2K +123 +0.2%
Envestnet Portfolio Solutions
453
Envestnet Portfolio Solutions
Illinois
$11.1M -$134K -604 -1%
TRCT
454
Tower Research Capital (TRC)
New York
$11.1M -$127K -573 -1%
BCM
455
Bornite Capital Management
New York
$11.1M +$11.1M +50,000 New
BCI
456
Brinker Capital Investments
Pennsylvania
$11M +$484K +2,187 +5%
OPS
457
Orion Portfolio Solutions
Nebraska
$11M +$484K +2,187 +5%
OAM
458
Ostrum Asset Management
France
$10.9M +$79.8K +361 +0.7%
FCBT
459
First Citizens Bank & Trust
North Carolina
$10.9M -$690K -3,122 -6%
CC
460
Courier Capital
New York
$10.9M +$360K +1,630 +3%
GIA
461
Guyasuta Investment Advisors
Pennsylvania
$10.8M -$201K -908 -2%
SBWIC
462
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.8M -$134K -608 -1%
NB
463
Norinchukin Bank
Japan
$10.7M +$1.28M +5,797 +14%
CB
464
Cadence Bank
Mississippi
$10.7M +$10.7M +48,188 New
LA
465
Lynch & Associates
Indiana
$10.6M -$194K -879 -2%
FTC
466
Farmers Trust Company
Ohio
$10.6M -$147K -663 -1%
CCM
467
Cohen Capital Management
California
$10.6M
AWM
468
Apollon Wealth Management
South Carolina
$10.5M -$142K -641 -1%
SCM
469
Schnieders Capital Management
California
$10.5M -$550K -2,486 -5%
GS
470
GTS Securities
New York
$10.5M -$7.29M -32,955 -41%
SWIG
471
Strategic Wealth Investment Group
Kentucky
$10.5M -$5.49M -25,012 -34%
BB
472
Bell Bank
North Dakota
$10.4M -$2.1M -9,500 -17%
PFM
473
Premier Fund Managers
United Kingdom
$10.4M -$2.64M -11,940 -20%
TA
474
Tectonic Advisors
Texas
$10.4M +$1.04M +4,716 +11%
DWM
475
Dorchester Wealth Management
Quebec, Canada
$10.3M +$1.7M +7,680 +20%