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 %
VNIM
826
Vaughan Nelson Investment Management
Texas
$3.71M +$14.4K +65 +0.4%
PT
827
Plimoth Trust
Massachusetts
$3.71M +$12.4K +56 +0.3%
SIG
828
Sky Investment Group
Connecticut
$3.7M -$48.6K -220 -1%
IAN
829
Integrated Advisors Network
Texas
$3.69M -$3.66M -16,564 -50%
TCOT
830
Trust Company of Toledo
Ohio
$3.69M -$333K -1,504 -8%
JIP
831
Jaffetilchin Investment Partners
Florida
$3.67M +$338K +1,531 +10%
JIC
832
Joel Isaacson & Co
New York
$3.67M +$1.99K +9 +0.1%
1WA
833
180 Wealth Advisors
Washington
$3.67M -$96.8K -438 -3%
GFS
834
GYL Financial Synergies
Connecticut
$3.66M -$876K -3,962 -19%
FFA
835
Farther Finance Advisors
California
$3.66M +$1.24M +5,597 +51%
BCM
836
Brookstone Capital Management
Illinois
$3.66M +$46.4K +210 +1%
ITC
837
Inspire Trust Company
Nevada
$3.65M +$221K +1,000 +6%
CPIG
838
Chicago Partners Investment Group
Illinois
$3.65M +$422K +1,813 +13%
WFMPM
839
Woodley Farra Manion Portfolio Management
Indiana
$3.65M -$948K -4,290 -21%
FMB
840
Field & Main Bank
Kentucky
$3.64M -$16.6K -75 -0.5%
ST
841
Spinnaker Trust
Maine
$3.64M -$252K -1,141 -6%
NGA
842
Naples Global Advisors
Florida
$3.63M +$53.3K +241 +1%
LS
843
Leelyn Smith
Illinois
$3.63M -$34.7K -157 -0.9%
SCA
844
St. Clair Advisors
Ohio
$3.6M
CAC
845
Core Alternative Capital
Georgia
$3.59M -$2.21K -10 -0.1%
UCMOK
846
United Capital Management of KS
Kansas
$3.59M +$38.2K +173 +1%
OPTFSNA
847
Old Point Trust & Financial Services N A
Virginia
$3.58M -$113K -510 -3%
CFGS
848
Concourse Financial Group Securities
Alabama
$3.58M +$313K +1,418 +10%
ERIC
849
Eagle Rock Investment Company
Georgia
$3.52M -$104K -471 -3%
VSQM
850
V-Square Quantitative Management
Illinois
$3.52M +$202K +915 +6%