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 %
MYIA
726
Mount Yale Investment Advisors
Colorado
$4.6M -$578K -2,615 -11%
PWM
727
Perigon Wealth Management
California
$4.59M -$2.47M -11,176 -35%
HA
728
Herold Advisors
New York
$4.58M +$10.6K +48 +0.2%
BOCM
729
Bontempo Ohly Capital Management
Maryland
$4.54M -$47.1K -213 -1%
SIA
730
SGL Investment Advisors
Montana
$4.53M +$4.53M +21,699 New
SSA
731
Schonfeld Strategic Advisors
New York
$4.52M -$363K -1,640 -7%
SFWA
732
Summit Financial Wealth Advisors
Louisiana
$4.52M
SFG
733
Socha Financial Group
New York
$4.51M
RBA
734
Richard Bernstein Advisors
New York
$4.51M +$4.51M +20,409 New
SFCL
735
Strengthening Families & Communities LLC
Massachusetts
$4.49M +$123K +555 +3%
OPA
736
Old Port Advisors
Maine
$4.49M -$57.5K -260 -1%
GLA
737
Good Life Advisors
Pennsylvania
$4.46M +$2.28M +10,304 +104%
GPTE
738
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.45M
PCTC
739
Perkins Coie Trust Company
Washington
$4.44M -$139K -631 -3%
CRIG
740
Charter Research & Investment Group
Connecticut
$4.43M +$10.6K +48 +0.2%
NSEDCP
741
NJ State Employees Deferred Compensation Plan
New Jersey
$4.42M
FPAS
742
Focus Partners Advisor Solutions
Missouri
$4.39M +$598K +2,703 +16%
IWM
743
IHT Wealth Management
Illinois
$4.38M +$956K +4,332 +28%
CWM
744
Congress Wealth Management
Massachusetts
$4.36M +$1.66M +7,490 +61%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
745
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.36M +$4.36M +19,700 New
NFG
746
Nations Financial Group
Iowa
$4.34M +$394K +1,780 +10%
JWCA
747
J.W. Coons Advisors
Ohio
$4.34M +$64.1K +290 +2%
GI
748
GAMCO Investors
Connecticut
$4.33M -$298K -1,350 -6%
NP
749
NorthRock Partners
Minnesota
$4.32M +$217K +982 +5%
LWL
750
Leo Wealth LLC
Texas
$4.32M +$119K +539 +3%