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 %
OBAM
676
ODDO BHF Asset Management
France
$5.4M +$5.4M +24,406 New
HDIM
677
Hanson & Doremus Investment Management
Vermont
$5.36M -$94K -425 -2%
MS
678
Maven Securities
Jersey
$5.35M -$3.78M -17,084 -41%
CPC
679
Consolidated Planning Corp
Georgia
$5.34M +$5.34M +24,147 New
CAM
680
Claret Asset Management
Quebec, Canada
$5.34M -$57K -258 -1%
ACM
681
AlphaStar Capital Management
North Carolina
$5.32M +$468K +2,115 +10%
Members Trust
682
Members Trust
Florida
$5.32M -$275K -1,242 -5%
CTC
683
Central Trust Company
Missouri
$5.31M -$239K -1,080 -4%
KCPG
684
Kavar Capital Partners Group
Kansas
$5.3M -$144K -650 -3%
BBA
685
BLB&B Advisors
Pennsylvania
$5.29M +$49.1K +222 +0.9%
WCM
686
Windward Capital Management
California
$5.29M +$44.7K +202 +0.9%
FSA
687
Financial Sense Advisors
California
$5.28M -$14.4K -65 -0.3%
SYBT
688
Stock Yards Bank & Trust
Kentucky
$5.27M -$154K -697 -3%
SBH
689
Segall Bryant & Hamill
Illinois
$5.24M +$5.24M +23,691 New
WP
690
WealthPLAN Partners
Nebraska
$5.23M -$1.23M -5,571 -19%
ACM
691
Argyle Capital Management
Pennsylvania
$5.21M -$232K -1,050 -4%
AFG
692
Atomi Financial Group
New York
$5.15M +$342K +1,548 +7%
CG
693
Caprock Group
Idaho
$5.13M +$424K +1,920 +9%
PJWM
694
Philip James Wealth Mangement
Georgia
$5.12M +$5.12M +23,147 New
SCA
695
STALEY CAPITAL ADVISERS
Pennsylvania
$5.11M
CCP
696
Cunning Capital Partners
North Carolina
$5.08M
JPMIA
697
J.P. Marvel Investment Advisors
Massachusetts
$5.07M -$22.1K -100 -0.4%
VWM
698
Valley Wealth Managers
New Jersey
$5.07M -$141K -639 -3%
MFIM
699
Mesirow Financial Investment Management
Illinois
$5.04M -$339K -1,535 -6%
SCA
700
Stonebridge Capital Advisors
Minnesota
$4.99M -$56.6K -256 -1%