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 %
ZIC
876
ZWJ Investment Counsel
Georgia
$3.35M -$184K -832 -5%
CWP
877
Cyndeo Wealth Partners
Florida
$3.35M +$99.5K +450 +3%
AWAU
878
Alliance Wealth Advisors (Utah)
Utah
$3.35M +$202K +913 +6%
OCBCO
879
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.35M -$519K -2,346 -13%
AFG
880
Allegheny Financial Group
Pennsylvania
$3.34M +$749K +3,388 +29%
HBT
881
Hills Bank & Trust
Iowa
$3.33M -$59.5K -269 -2%
FC
882
FCA Corp
Texas
$3.32M +$48.9K +221 +1%
ACA
883
Aptus Capital Advisors
Alabama
$3.32M +$1.57M +7,095 +90%
AIM
884
Allen Investment Management
New York
$3.32M
CWS
885
Confluence Wealth Services
Pennsylvania
$3.32M -$151K -684 -4%
WFS
886
Widmann Financial Services
Maryland
$3.3M -$10.2K -46 -0.3%
FCH
887
Freestone Capital Holdings
Washington
$3.28M -$161K -730 -5%
CFG
888
Citizens Financial Group
Rhode Island
$3.28M +$66.8K +302 +2%
LFG
889
Larson Financial Group
Missouri
$3.27M +$1.27M +5,755 +64%
KFC
890
Klingenstein Fields & Co
New York
$3.26M -$35.4K -160 -1%
GAM
891
Gotham Asset Management
New York
$3.26M -$6.19M -27,978 -65%
FHB
892
First Hawaiian Bank
Hawaii
$3.26M +$8.62K +39 +0.3%
ABTD
893
Arvest Bank Trust Division
Oklahoma
$3.25M +$3.25M +14,719 New
WE
894
Wealth Effects
Massachusetts
$3.25M +$155K +700 +5%
TC
895
TwinBeech Capital
New York
$3.25M +$3.25M +14,706 New
IHL
896
Investment House LLC
California
$3.24M +$16.6K +75 +0.5%
GVAG
897
Great Valley Advisor Group
Delaware
$3.24M +$39.8K +180 +1%
WPC
898
White Pine Capital
Minnesota
$3.23M -$27.2K -123 -0.8%
SL
899
Sentry LLC
Tennessee
$3.22M -$109K -494 -3%
VT
900
Vise Technologies
New York
$3.21M +$375K +1,696 +13%