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 %
DWA
801
Douglass Winthrop Advisors
New York
$3.95M
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$3.94M +$80.5K +364 +2%
ANTB
803
AMG National Trust Bank
Colorado
$3.92M -$1.01M -4,556 -20%
AWM
804
Axxcess Wealth Management
California
$3.91M +$377K +1,705 +11%
Canada Pension Plan Investment Board
805
Canada Pension Plan Investment Board
Ontario, Canada
$3.9M -$46M -208,023 -92%
CIA
806
Citadel Investment Advisory
Ohio
$3.9M -$8.84K -40 -0.2%
PAS
807
Park Avenue Securities
New York
$3.87M -$308K -1,394 -7%
NEWAS
808
N.E.W. Advisory Services
Wisconsin
$3.85M -$214K -967 -5%
ZF
809
Zhang Financial
Michigan
$3.84M +$16.4K +74 +0.4%
HSA
810
HBK Sorce Advisory
Pennsylvania
$3.84M +$107K +483 +3%
VVP
811
Venture Visionary Partners
Ohio
$3.83M -$947K -4,281 -20%
PCA
812
Providence Capital Advisors
North Carolina
$3.82M +$18.6K +84 +0.5%
MFG
813
Merit Financial Group
Georgia
$3.82M -$73.4K -332 -2%
AM
814
AGF Management
Ontario, Canada
$3.81M +$351K +1,586 +10%
ECM
815
EagleClaw Capital Management
Massachusetts
$3.79M -$133K -600 -3%
SFI
816
SPC Financial Inc
Maryland
$3.78M +$106K +479 +3%
RCA
817
Ranch Capital Advisors
Florida
$3.78M +$234K +1,059 +7%
ACA
818
Atlas Capital Advisors
Wyoming
$3.75M +$810K +3,664 +28%
SC
819
Stolper & Co
Oklahoma
$3.75M +$5.53K +25 +0.1%
SFG
820
SevenBridge Financial Group
Pennsylvania
$3.75M +$125K +585 +3%
WWM
821
Western Wealth Management
Colorado
$3.74M +$2.58M +11,686 +224%
BHA
822
Beech Hill Advisors
New York
$3.74M +$1.11K +5 +0%
SCI
823
S&CO Inc
Massachusetts
$3.73M
BSB
824
Bangor Savings Bank
Maine
$3.73M -$24.5K -111 -0.7%
CWM
825
C2C Wealth Management
Arizona
$3.73M