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 %
S
751
SignatureFD
Georgia
$4.32M -$158K -715 -4%
GT
752
Greenleaf Trust
Michigan
$4.31M +$222K +1,006 +5%
Fayez Sarofim & Co
753
Fayez Sarofim & Co
Texas
$4.31M +$461K +2,086 +12%
SA
754
Strategic Advisors
New York
$4.3M +$14.4K +65 +0.3%
RWMG
755
Redwood Wealth Management Group
New Jersey
$4.3M -$117K -530 -3%
WP
756
Westmount Partners
California
$4.3M -$67.2K -304 -2%
SAM
757
Shell Asset Management
Netherlands
$4.3M +$4.3M +19,448 New
CAM
758
Carret Asset Management
New York
$4.29M +$11.3K +51 +0.3%
CCG
759
Cypress Capital Group
Florida
$4.28M +$756K +3,419 +21%
FDS
760
First Dallas Securities
Texas
$4.25M -$184K -834 -4%
VCA
761
Verdence Capital Advisors
Maryland
$4.22M +$53.3K +241 +1%
BP
762
Ballentine Partners
Massachusetts
$4.21M +$1.28M +5,772 +44%
JWCA
763
J.W. Cole Advisors
Florida
$4.21M -$47.1K -213 -1%
ST
764
Smithfield Trust
Pennsylvania
$4.18M -$29.8K -135 -0.7%
NAM
765
NTV Asset Management
West Virginia
$4.15M -$1.11K -5 -0%
AIA
766
AIMZ Investment Advisors
California
$4.15M +$13.7K +62 +0.3%
CA
767
CoreCap Advisors
Michigan
$4.15M +$4.15M +18,755 New
AWA
768
Arkadios Wealth Advisors
Georgia
$4.14M +$305K +1,380 +8%
BJL
769
Brighton Jones LLC
Washington
$4.13M +$204K +922 +5%
CIAS
770
Capital Investment Advisory Services
North Carolina
$4.13M -$675K -3,055 -14%
ISL
771
Ingalls & Snyder LLC
New York
$4.12M -$148K -669 -3%
DF
772
Donoghue Forlines
Massachusetts
$4.12M +$209K +947 +5%
WAP
773
Wealthcare Advisory Partners
Pennsylvania
$4.1M +$405K +1,831 +11%
AW
774
Atlas Wealth
Ohio
$4.1M -$4.13M -18,669 -50%
AI
775
AXS Investments
New York
$4.1M -$909K -4,110 -18%