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 %
CA
901
Carson Advisory
Georgia
$3.21M -$80.7K -365 -2%
LMIM
902
Lockheed Martin Investment Management
Maryland
$3.21M +$2.81M +12,700 +706%
CAL
903
Capital Analysts LLC
Pennsylvania
$3.2M +$39.6K +179 +1%
PNC
904
Park National Corp
Ohio
$3.19M -$3.98K -18 -0.1%
MS
905
Madden Securities
Texas
$3.18M
FTWA
906
Fifth Third Wealth Advisors
Ohio
$3.18M +$644K +2,915 +25%
WB
907
Webster Bank
Connecticut
$3.17M -$13.3K -60 -0.4%
LBC
908
Lowe Brockenbrough & Co
Virginia
$3.17M +$283K +1,278 +10%
LNB
909
Ledyard National Bank
$3.16M +$311K +1,405 +11%
BTI
910
Blue Trust Inc
Georgia
$3.16M +$434K +2,508 +16%
CA
911
Cornerstone Advisors
North Carolina
$3.16M
SIAG
912
Signet Investment Advisory Group
Rhode Island
$3.16M -$6.63K -30 -0.2%
RSWM
913
Robertson Stephens Wealth Management
California
$3.15M +$246K +1,113 +8%
HVIA
914
Hudson Valley Investment Advisors
New York
$3.14M -$195K -880 -6%
PCC
915
Park Circle Company
Maryland
$3.14M
LWM
916
Lakeridge Wealth Management
Ohio
$3.13M -$72.7K -329 -2%
IIL
917
Insight Inv LLC
California
$3.12M -$127K -575 -4%
SB
918
Simmons Bank
Arkansas
$3.11M -$86K -389 -3%
LAM
919
Lynch Asset Management
Pennsylvania
$3.11M
GWM
920
GSB Wealth Management
Connecticut
$3.1M +$187K +847 +6%
SAI
921
Savvy Advisors Inc
New York
$3.1M +$2.24M +10,152 +261%
EM
922
Excalibur Management
Massachusetts
$3.1M +$10.8K +49 +0.4%
SF
923
Summit Financial
New Jersey
$3.1M +$1.09M +4,944 +55%
VFA
924
Valeo Financial Advisors
Indiana
$3.1M +$122K +552 +4%
KF
925
KKM Financial
Illinois
$3.09M +$191K +863 +7%