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 %
AWA
951
Arete Wealth Advisors
Illinois
$2.9M -$294K -1,332 -9%
CCWM
952
Cassaday & Co Wealth Management
Virginia
$2.89M +$51.3K +232 +2%
SIA
953
Sage Investment Advisers
New York
$2.89M +$390K +1,762 +16%
AG
954
Ascent Group
Virginia
$2.89M +$170K +771 +6%
RI
955
RWWM Inc
California
$2.87M -$34.9K -158 -1%
VDI
956
Vaughan David Investments
Illinois
$2.86M -$110K -499 -4%
AAS
957
Ameritas Advisory Services
Nebraska
$2.85M -$541K -2,447 -16%
PWG
958
Portside Wealth Group
Utah
$2.85M +$215K +973 +8%
CC
959
Cypress Capital
Tennessee
$2.85M +$84.7K +383 +3%
GAM
960
Griffin Asset Management
New York
$2.85M +$1.99K +9 +0.1%
CA
961
Corrado Advisors
New Jersey
$2.84M -$137K -619 -5%
ONB
962
Old National Bancorp
Indiana
$2.84M +$84K +380 +3%
GAMC
963
Garner Asset Management Corp
Texas
$2.83M -$34.7K -157 -1%
TFM
964
TFC Financial Management
Massachusetts
$2.82M -$663 -3 -0%
BIM
965
Bridges Investment Management
Nebraska
$2.82M +$71K +321 +3%
ALAM
966
Asahi Life Asset Management
Japan
$2.81M +$874K +3,953 +45%
SBCM
967
Silverberg Bernstein Capital Management
New York
$2.81M +$493K +2,230 +21%
FNFDCM
968
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.8M -$443K -2,003 -14%
LHC
969
Little House Capital
Massachusetts
$2.79M -$89.5K -405 -3%
BMWM
970
Brown Miller Wealth Management
Virginia
$2.79M +$3.32K +15 +0.1%
GAA
971
Green Alpha Advisors
Colorado
$2.79M -$110K -498 -4%
WIA
972
World Investment Advisors
California
$2.78M +$1.08M +4,884 +63%
PCMF
973
Private Capital Management (Florida)
Florida
$2.78M
CIA
974
Cladis Investment Advisory
Montana
$2.78M -$276K -1,250 -9%
GWM
975
Geneos Wealth Management
Colorado
$2.76M +$435K +1,966 +19%