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 %
LOAMS
651
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.7M +$611K +2,763 +12%
GCM
652
Garland Capital Management
Washington
$5.69M -$955K -4,320 -14%
KA
653
Kintegral Advisory
New York
$5.69M -$74.5K -337 -1%
HFS
654
Hantz Financial Services
Michigan
$5.67M -$120K -542 -2%
BCWM
655
Bartlett & Co Wealth Management
Ohio
$5.66M -$43.3K -196 -0.8%
RAG
656
RIA Advisory Group
Iowa
$5.64M +$5.64M +25,504 New
BCM
657
Barometer Capital Management
Ontario, Canada
$5.62M +$5.62M +25,640 New
GRP
658
Global Retirement Partners
California
$5.61M +$340K +1,539 +6%
BBNA
659
Bremer Bank National Association
Minnesota
$5.6M +$5.13M +23,211 +1,093%
Balyasny Asset Management
660
Balyasny Asset Management
Illinois
$5.6M +$3.96M +17,911 +241%
KC
661
Kinloch Capital
Virginia
$5.6M -$197K -893 -3%
ADL
662
Asset Dedication LLC
California
$5.58M -$952K -4,304 -15%
TMAM
663
Tokio Marine Asset Management
Japan
$5.57M +$374K +1,690 +7%
SHFA
664
SS&H Financial Advisors
Michigan
$5.56M -$11.1K -50 -0.2%
JHCP
665
Jackson Hole Capital Partners
Oklahoma
$5.55M -$19.5K -88 -0.3%
WSC
666
Wellington Shields & Co
New York
$5.54M -$132K -597 -2%
Luther King Capital Management (LKCM)
667
Luther King Capital Management (LKCM)
Texas
$5.53M -$691K -3,126 -11%
MOS
668
MGO One Seven
Ohio
$5.53M -$98.6K -446 -2%
KWM
669
Kingsview Wealth Management
Oregon
$5.52M +$508K +2,298 +10%
ACM
670
Altrius Capital Management
North Carolina
$5.52M -$420K -1,899 -7%
GA
671
Gateway Advisory
New Jersey
$5.5M -$3.98K -18 -0.1%
CW
672
CreativeOne Wealth
Kansas
$5.47M +$2.27M +10,252 +71%
PA
673
Profund Advisors
Maryland
$5.45M +$428K +1,936 +9%
SWM
674
Silverlake Wealth Management
Vermont
$5.44M +$116K +523 +2%
LF
675
Longbow Finance
Switzerland
$5.43M +$2.01M +9,087 +59%