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 %
CCM
526
Coldstream Capital Management
Washington
$8.77M +$4.86K +22 +0.1%
JIC
527
Johnson Investment Counsel
Ohio
$8.75M +$1.33M +5,998 +18%
LNWTC
528
Laird Norton Wetherby Trust Company
Washington
$8.73M
PGA
529
Portland Global Advisors
Maine
$8.65M -$459K -2,078 -5%
VA
530
Vident Advisory
Georgia
$8.64M +$3.33M +15,072 +63%
WT
531
Whittier Trust
California
$8.64M -$498K -2,251 -5%
BAAM
532
Baker Avenue Asset Management
California
$8.53M -$120K -543 -1%
SIC
533
SFE Investment Counsel
California
$8.52M +$19.5K +88 +0.2%
AssetMark Inc
534
AssetMark Inc
California
$8.51M +$584K +2,640 +7%
SIA
535
Sit Investment Associates
Minnesota
$8.5M -$2.85M -12,895 -25%
FM
536
Foster & Motley
Ohio
$8.5M +$535K +2,418 +7%
IF
537
Insight Folios
North Carolina
$8.48M +$370K +1,674 +5%
MIM
538
Montgomery Investment Management
Maryland
$8.44M
SWP
539
Strategic Wealth Partners
Ohio
$8.35M -$424K -1,920 -5%
EFS
540
Essex Financial Services
Connecticut
$8.31M -$2M -8,604 -19%
MA
541
Mutual Advisors
Nebraska
$8.26M -$681K -3,118 -8%
DAS
542
Dynamic Advisor Solutions
Arizona
$8.24M +$33.6K +152 +0.4%
MPM
543
Meritage Portfolio Management
Kansas
$8.23M -$177K -801 -2%
SMI
544
Shelter Mutual Insurance
Missouri
$8.23M
CS
545
Cannell & Spears
New York
$8.22M -$16.6K -75 -0.2%
AIP
546
Ameritas Investment Partners
Nebraska
$8.21M -$507K -2,292 -6%
RBC
547
Romano Brothers & Co
Illinois
$8.09M +$277K +1,253 +4%
LIM
548
Lathrop Investment Management
Arkansas
$8.09M -$57.9K -262 -0.7%
GIM
549
Goelzer Investment Management
Indiana
$8.08M -$85.8K -388 -1%
CIC
550
Carnegie Investment Counsel
Ohio
$8.06M +$311K +1,406 +4%