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 %
IB
976
Intrust Bank
Kansas
$2.75M -$8.18K -37 -0.3%
BFS
977
Bard Financial Services
Connecticut
$2.74M -$4.08M -18,470 -60%
EL
978
Essex LLC
Illinois
$2.73M -$76.3K -345 -3%
ECM
979
Evergreen Capital Management
Washington
$2.72M -$79.8K -361 -3%
TPWM
980
Twelve Points Wealth Management
Massachusetts
$2.71M +$238K +1,076 +10%
CWM
981
Connecticut Wealth Management
Connecticut
$2.7M +$262K +1,183 +11%
LWCFA
982
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.7M -$42.6K -195 -2%
Impax Asset Management Group
983
Impax Asset Management Group
United Kingdom
$2.69M
CANC
984
Culbertson A N & Co
Virginia
$2.69M +$17.2K +78 +0.6%
CNC
985
Citizens & Northern Corp
Pennsylvania
$2.68M -$250K -1,133 -9%
ORG
986
Optimist Retirement Group
Washington
$2.68M +$15.9K +72 +0.6%
LF
987
Lantz Financial
Illinois
$2.68M +$41.3K +187 +2%
RT
988
Rockland Trust
Massachusetts
$2.67M -$765K -3,460 -22%
RIM
989
Redwood Investment Management
Arizona
$2.67M -$562K -2,543 -17%
ORC
990
O'Rourke & Company
Massachusetts
$2.67M +$9.95K +45 +0.4%
MA
991
MONECO Advisors
Connecticut
$2.65M +$64.3K +291 +2%
GFA
992
Gifford Fong Associates
California
$2.63M
VAS
993
Valicenti Advisory Services
New York
$2.63M
PWA
994
Providence Wealth Advisors
Illinois
$2.63M
AAM
995
Azzad Asset Management
Virginia
$2.61M +$84.9K +384 +3%
ZIG
996
Zuckerman Investment Group
Illinois
$2.6M +$2.65K +12 +0.1%
NS
997
NBC Securities
Alabama
$2.59M -$89.3K -404 -3%
AWM
998
Aries Wealth Management
Maine
$2.57M
PTC
999
Private Trust Company
Ohio
$2.57M -$37.4K -169 -1%
NHC
1000
Nicholas Hoffman & Company
Georgia
$2.56M -$3.54K -16 -0.1%