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 %
MCC
701
Money Concepts Capital
Florida
$4.97M -$153K -691 -3%
EB
702
Eastern Bank
Massachusetts
$4.96M +$4.63M +20,949 +1,393%
MWM
703
Modera Wealth Management
New Jersey
$4.96M +$644K +2,915 +15%
WTA
704
Washington Trust Advisors
Massachusetts
$4.94M +$3.98K +18 +0.1%
ACG
705
Allen Capital Group
Nebraska
$4.92M +$90.2K +408 +2%
BBA
706
Baader Bank Aktiengesellschaft
Germany
$4.92M -$114K -516 -2%
RIA
707
Regal Investment Advisors
Michigan
$4.91M +$723K +3,270 +17%
VFM
708
Viking Fund Management
North Dakota
$4.91M
CAMG
709
CWA Asset Management Group
Florida
$4.9M +$4.9M +22,150 New
MWM
710
Mission Wealth Management
California
$4.9M +$57.9K +262 +1%
CAG
711
Crestwood Advisors Group
Massachusetts
$4.89M +$1.56M +7,044 +47%
XT
712
XTX Topco
Cayman Islands
$4.85M +$4.85M +21,923 New
IA
713
IFP Advisors
Florida
$4.77M +$291K +1,318 +7%
NLP
714
Next Level Private
New York
$4.76M +$13K +59 +0.3%
RIL
715
Rothschild Investment LLC
Illinois
$4.74M -$19.2K -87 -0.4%
PVI
716
Pine Valley Investments
New Jersey
$4.73M -$157K -710 -3%
SFI
717
Siemens Fonds Invest
Germany
$4.72M +$16.8K +76 +0.4%
AIS
718
American Investment Services
Massachusetts
$4.71M +$758K +3,430 +19%
SCM
719
Stonebridge Capital Management
California
$4.7M -$77.4K -350 -2%
NWM
720
Northcape Wealth Management
New York
$4.68M -$8.84K -40 -0.2%
USAA
721
United Services Automobile Association
Texas
$4.68M -$1.01M -4,576 -18%
BB
722
Busey Bank
Illinois
$4.67M -$800K -3,618 -15%
SWMG
723
Signature Wealth Management Group
Georgia
$4.65M +$66.8K +302 +1%
CYG
724
Clean Yield Group
Vermont
$4.63M -$331K -1,498 -7%
MCM
725
Mengis Capital Management
Oregon
$4.61M -$298K -1,349 -6%