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 %
CIP
576
Convergence Investment Partners
Florida
$7.26M -$141K -637 -2%
EWM
577
Elevatus Welath Management
New York
$7.23M +$7.23M +32,691 New
BIMC
578
Benson Investment Management Company
Virginia
$7.13M -$831K -3,758 -10%
FTDI
579
First Trust Direct Indexing
Massachusetts
$7.12M +$961K +4,348 +16%
MSAM
580
Moloney Securities Asset Management
Missouri
$7.11M -$25.9K -117 -0.4%
TFA
581
Toth Financial Advisory
Virginia
$7.08M -$33.6K -152 -0.5%
HEIP
582
Hudson Edge Investment Partners
New Jersey
$7.07M -$901K -4,074 -11%
MMA
583
Mizuho Markets Americas
New York
$7.05M -$487K -2,203 -6%
CNBT
584
Canandaigua National Bank & Trust
New York
$7.03M -$22.3K -101 -0.3%
RB
585
Rodgers Brothers
Pennsylvania
$7.02M -$21.7K -98 -0.3%
LG
586
LaFleur & Godfrey
Michigan
$6.96M -$2.83M -12,802 -29%
AAM
587
AR Asset Management
California
$6.95M
KFP
588
KMG Fiduciary Partners
Ohio
$6.93M +$29.4K +133 +0.4%
BFG
589
Bleakley Financial Group
New Jersey
$6.93M +$131K +592 +2%
1SB
590
1ST Source Bank
Indiana
$6.91M +$41.3K +187 +0.6%
EF
591
Empirical Finance
Pennsylvania
$6.91M +$125K +566 +2%
SFS
592
Sowell Financial Services
Arkansas
$6.87M -$138K -623 -2%
SC
593
Searle & Co
Connecticut
$6.84M -$258K -1,169 -4%
SW
594
SteelPeak Wealth
California
$6.81M -$13.2M -59,596 -66%
SVWAG
595
Sound View Wealth Advisors Group
Georgia
$6.81M +$896K +4,054 +15%
LJHT
596
Laurie J. Hall Trustee
$6.81M +$483K +2,185 +8%
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$6.72M -$122K -553 -2%
FIA
598
Foundations Investment Advisors
Arizona
$6.7M +$359K +1,626 +6%
LA
599
Lifeworks Advisors
Michigan
$6.69M +$1.44M +6,513 +27%
GF
600
Gabelli Funds
New York
$6.67M -$416K -1,880 -6%