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 %
HC
601
Hourglass Capital
Texas
$6.65M -$98.4K -445 -1%
EFMC
602
Empire Financial Management Company
New York
$6.65M -$666K -3,011 -9%
PSP
603
Principal Street Partners
Tennessee
$6.65M -$1.43M -6,583 -18%
SA
604
Shilanski & Associates
Alaska
$6.62M -$171K -774 -3%
MIF
605
Mediolanum International Funds
Ireland
$6.57M -$1.17M -5,293 -15%
BE
606
Bonness Enterprises
District of Columbia
$6.54M
PA
607
Parallel Advisors
California
$6.53M +$202K +913 +3%
CSPIA
608
Cary Street Partners Investment Advisory
Virginia
$6.49M -$35.2K -159 -0.5%
NMIMC
609
Northwestern Mutual Investment Management Company
Wisconsin
$6.45M -$8.4K -38 -0.1%
MMM
610
Mendel Money Management
Illinois
$6.43M -$302K -1,364 -4%
FMI
611
Factory Mutual Insurance
Massachusetts
$6.37M
AGC
612
Aspen Grove Capital
Colorado
$6.36M -$221 -1 -0%
CPA
613
Capital Planning Advisors
California
$6.34M +$149K +675 +2%
HIC
614
Holderness Investments Company
North Carolina
$6.33M +$318K +1,439 +5%
TAM
615
Tocqueville Asset Management
New York
$6.33M -$1.42M -6,430 -18%
PAM
616
Panagora Asset Management
Massachusetts
$6.3M +$1.25M +5,644 +25%
PCG
617
Prosperity Consulting Group
Maryland
$6.25M +$395K +1,787 +7%
SCM
618
Sterling Capital Management
North Carolina
$6.21M +$6.21M +28,091 New
WTC
619
WhitTier Trust Company
Nevada
$6.2M +$54.4K +246 +0.9%
LFAS
620
Level Four Advisory Services
Texas
$6.19M -$2.57M -12,434 -29%
TCM
621
Tufton Capital Management
Maryland
$6.19M -$160K -725 -3%
FCMA
622
Foresight Capital Management Advisors
Michigan
$6.17M +$429K +1,940 +7%
FCA
623
FLC Capital Advisors
California
$6.17M
RA
624
RFG Advisory
Alabama
$6.17M +$1.15M +5,191 +23%
HWAM
625
Hennion & Walsh Asset Management
New Jersey
$6.16M -$348K -1,572 -5%