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 %
CW
926
CIC Wealth
Maryland
$3.09M +$172K +778 +6%
PPWP
927
Proquility Private Wealth Partners
Nevada
$3.08M -$120K -545 -4%
SCM
928
Silvant Capital Management
Georgia
$3.07M -$322K -1,458 -9%
SCM
929
Sterneck Capital Management
Missouri
$3.07M -$262K -1,186 -8%
PIM
930
Plato Investment Management
Australia
$3.07M +$63.6K +288 +2%
VNA
931
Valley National Advisers
Pennsylvania
$3.06M -$120K -543 -4%
QI
932
Qtron Investments
Massachusetts
$3.06M +$686K +3,103 +29%
MLL
933
Moody Lynn & Lieberson
Massachusetts
$3.04M +$2.52M +11,407 +488%
SW
934
SkyOak Wealth
Michigan
$3.04M -$164K -742 -5%
KP
935
Keel Point
Alabama
$3.01M +$137K +620 +5%
RRA
936
Round Rock Advisors
Connecticut
$3.01M +$150K +678 +5%
GI
937
GAMMA Investing
California
$3M +$924K +4,181 +45%
TBA
938
Tower Bridge Advisors
Pennsylvania
$2.98M +$547K +2,475 +22%
CCM
939
Chilton Capital Management
Texas
$2.98M -$98.8K -447 -3%
WT
940
Washington Trust
Rhode Island
$2.95M +$58.8K +266 +2%
JAM
941
Jupiter Asset Management
United Kingdom
$2.95M -$60.4K -273 -2%
SF
942
Slagle Financial
Illinois
$2.95M +$133K +600 +5%
SIG
943
Stonegate Investment Group
Alabama
$2.95M -$4.14M -18,712 -58%
SWM
944
Spire Wealth Management
Virginia
$2.93M -$119K -536 -4%
CRWM
945
Castle Rock Wealth Management
California
$2.93M +$1.68M +7,421 +135%
BMA
946
Brooks Moore & Associates
Tennessee
$2.92M
LDB
947
Lee, Danner & Bass
Tennessee
$2.92M +$221 +1 +0%
CAG
948
Csenge Advisory Group
Florida
$2.91M +$108K +464 +4%
HAIM
949
Hunter Associates Investment Management
Pennsylvania
$2.9M +$493K +2,230 +20%
FWM
950
Forza Wealth Management
Florida
$2.9M +$97.5K +441 +3%