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 %
SWM
851
SeaCrest Wealth Management
New York
$3.52M +$15.9K +72 +0.5%
GC
852
Grimes & Company
Massachusetts
$3.52M +$27.2K +123 +0.8%
SBIA
853
Sheaff Brock Investment Advisors
Indiana
$3.52M +$225K +1,017 +7%
DT
854
Diversified Trust
Tennessee
$3.52M -$9.95K -45 -0.3%
UIC
855
Uniplan Investment Counsel
Wisconsin
$3.51M -$235K -1,061 -6%
CRI
856
Commonwealth Retirement Investments
Virginia
$3.51M +$241K +1,091 +7%
DAS
857
Diversify Advisory Services
Utah
$3.5M -$845K -3,637 -19%
MAS
858
Meeder Advisory Services
Ohio
$3.5M +$174K +788 +5%
SPW
859
Surience Private Wealth
Washington
$3.48M +$3.48M +15,730 New
AIA
860
Affinity Investment Advisors
California
$3.47M -$3.1K -14 -0.1%
PS
861
Principal Securities
Iowa
$3.45M -$2.27M -10,283 -40%
CAM
862
Cacti Asset Management
Georgia
$3.45M
DWM
863
Diversify Wealth Management
Utah
$3.44M +$852K +3,660 +33%
IIM
864
Ipswich Investment Management
Massachusetts
$3.44M -$22.1K -100 -0.6%
KWA
865
Kingswood Wealth Advisors
California
$3.43M +$1.01M +4,549 +42%
AWC
866
Abundance Wealth Counselors
Pennsylvania
$3.42M +$3.42M +15,472 New
NSIM
867
North Star Investment Management
Illinois
$3.41M -$25.4K -115 -0.7%
PAI
868
Pittenger & Anderson Inc
Nebraska
$3.41M +$38.7K +175 +1%
Fisher Asset Management
869
Fisher Asset Management
Washington
$3.41M -$486K -2,197 -12%
EI
870
EDMP Inc
Florida
$3.4M -$44.9K -203 -1%
BFA
871
Bill Few Associates
Pennsylvania
$3.4M +$147K +666 +5%
Los Angeles Capital Management
872
Los Angeles Capital Management
California
$3.39M +$840K +3,801 +33%
Nomura Holdings
873
Nomura Holdings
Japan
$3.37M -$10.3M -46,762 -75%
BA
874
Birinyi Associates
Connecticut
$3.36M -$2.26M -10,203 -40%
KA
875
Kovack Advisors
Florida
$3.36M +$297K +1,345 +10%