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 %
AMBIA
501
Allen Mooney & Barnes Investment Advisors
Georgia
$9.45M -$363K -1,641 -4%
CSIC
502
Clifford Swan Investment Counsel
California
$9.4M -$223K -1,009 -2%
APP
503
Avantax Planning Partners
Iowa
$9.34M -$2.85M -12,899 -23%
AF
504
Allworth Financial
California
$9.3M -$26.1K -118 -0.3%
AWAG
505
ARS Wealth Advisors Group
Florida
$9.28M -$104K -471 -1%
CA
506
Clearstead Advisors
Ohio
$9.26M -$49.3K -223 -0.5%
IEFM
507
IQ EQ Fund Management
Ireland
$9.23M
IC
508
IEQ Capital
California
$9.21M +$303K +1,371 +3%
DWT
509
Dorsey & Whitney Trust
South Dakota
$9.2M +$7.02M +31,762 +322%
CCM
510
Channing Capital Management
Illinois
$9.2M -$28.7K -130 -0.3%
CWM
511
Cornerstone Wealth Management
Missouri
$9.19M +$4.7M +21,256 +105%
NIA
512
NIA Impact Advisors
California
$9.18M -$1.37M -6,201 -13%
MCM
513
Marathon Capital Management
Maryland
$9.18M -$44.2K -200 -0.5%
AC
514
Addenda Capital
Quebec, Canada
$9.17M +$442 +2 +0%
BFIC
515
Bedell Frazier Investment Counselling
California
$9.15M -$338K -1,527 -4%
CAM
516
Columbia Asset Management
Michigan
$9.13M -$373K -1,688 -4%
ClearBridge Investments
517
ClearBridge Investments
New York
$9.01M +$216K +978 +2%
AMG
518
Advisors Management Group
Wisconsin
$9M +$76.9K +348 +0.9%
Twin Tree Management
519
Twin Tree Management
Texas
$8.97M +$8.97M +40,557 New
Public Sector Pension Investment Board (PSP Investments)
520
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.93M +$1.08M +4,900 +14%
CCIA
521
Cherry Creek Investment Advisors
Colorado
$8.85M -$65.4K -296 -0.7%
FDDB
522
Fidelity D&D Bancorp
Pennsylvania
$8.85M
PP
523
Peconic Partners
New York
$8.84M +$8.84M +40,000 New
BHWA
524
Beacon Harbor Wealth Advisors
Virginia
$8.8M -$36.3K -164 -0.4%
EH
525
Equitable Holdings
New York
$8.78M +$742K +3,357 +9%