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 %
WA
551
Waverly Advisors
Alabama
$8M -$244K -1,105 -3%
PCIA
552
Prime Capital Investment Advisors
Kansas
$7.97M +$2.43K +11 +0%
RG
553
Rathbones Group
United Kingdom
$7.92M -$351K -1,588 -4%
FB
554
Fulton Bank
Pennsylvania
$7.87M +$538K +2,434 +7%
CBTWT
555
Community Bank & Trust (Waco, Texas)
Texas
$7.8M +$443K +2,003 +6%
FTA
556
Financial & Tax Architects
Missouri
$7.76M -$377K -1,706 -5%
BFG
557
Berger Financial Group
Minnesota
$7.76M -$37.4K -169 -0.5%
EWA
558
EP Wealth Advisors
California
$7.76M +$796K +3,600 +11%
VAM
559
Verity Asset Management
North Carolina
$7.74M -$239K -1,082 -3%
LAM
560
L2 Asset Management
Massachusetts
$7.72M +$2.27M +10,281 +42%
BCM
561
Birmingham Capital Management
Alabama
$7.69M +$185K +835 +2%
XF
562
XML Financial
Maryland
$7.61M -$60.4K -273 -0.8%
CIA
563
Concurrent Investment Advisors
Florida
$7.61M +$459K +2,078 +6%
PCM
564
Penserra Capital Management
California
$7.59M -$126M -569,821 -94%
Dodge & Cox
565
Dodge & Cox
California
$7.58M
SPC
566
Sigma Planning Corp
Michigan
$7.55M -$15.7K -71 -0.2%
ATIA
567
American Trust Investment Advisors
New Hampshire
$7.48M -$546K -2,468 -7%
SPG
568
Strategic Planning Group
Utah
$7.47M +$283K +1,280 +4%
FMWA
569
Forvis Mazars Wealth Advisors
Missouri
$7.46M -$639K -2,892 -8%
CK
570
Cohen Klingenstein
New York
$7.45M
QCM
571
Quantinno Capital Management
New York
$7.4M +$2.77M +12,527 +60%
NEAM
572
New England Asset Management
Connecticut
$7.33M +$216K +975 +3%
TAIM
573
Te Ahumairangi Investment Management
New Zealand
$7.33M -$1.4M -6,380 -16%
KL
574
KWMG LLC
Kansas
$7.31M -$147K -664 -2%
AFA
575
Abacus FCF Advisors
Florida
$7.28M -$41.6K -188 -0.6%