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 %
HCA
1051
Harbor Capital Advisors
Illinois
$2.31M +$11.9K +54 +0.5%
TAM
1052
Trust Asset Management
Texas
$2.31M
PWA
1053
Provenance Wealth Advisors
Florida
$2.3M +$37.8K +171 +2%
MGWM
1054
Marks Group Wealth Management
Minnesota
$2.29M -$39.1K -177 -2%
PFS
1055
Physicians Financial Services
North Carolina
$2.29M -$16.6K -75 -0.7%
SAF
1056
Smith Anglin Financial
Texas
$2.29M -$9.29K -42 -0.4%
HA
1057
Hamel Associates
New Jersey
$2.29M -$2.21K -10 -0.1%
DSCM
1058
Del-Sette Capital Management
New York
$2.29M +$53.1K +240 +2%
OM
1059
OV Management
Minnesota
$2.28M +$49.5K +224 +2%
GSC
1060
G&S Capital
Colorado
$2.28M -$6.19K -28 -0.3%
CIA
1061
Choate Investment Advisors
Massachusetts
$2.28M -$782K -3,535 -26%
CIA
1062
Compass Ion Advisors
Pennsylvania
$2.27M -$78K -353 -3%
WC
1063
Westhampton Capital
North Carolina
$2.27M -$22.1K -100 -1%
PCA
1064
Peddock Capital Advisors
Massachusetts
$2.26M +$44.2K +200 +2%
MSFS
1065
Main Street Financial Solutions
Pennsylvania
$2.26M +$44.7K +202 +2%
NDSI
1066
Newman Dignan & Sheerar Inc
Rhode Island
$2.25M +$89.6K +421 +4%
BFIM
1067
Beese Fulmer Investment Management
Ohio
$2.25M -$50K -226 -2%
RWM
1068
RKL Wealth Management
Pennsylvania
$2.24M +$56.4K +255 +3%
MW
1069
Marcum Wealth
Ohio
$2.23M +$235K +1,062 +12%
CC
1070
Chicago Capital
Illinois
$2.22M +$243K +1,098 +12%
IAS
1071
Insigneo Advisory Services
Florida
$2.22M +$141K +640 +7%
PS
1072
Pensionfund Sabic
Netherlands
$2.21M -$442K -2,000 -17%
HAM
1073
Hedges Asset Management
Nevada
$2.21M -$221K -1,000 -9%
WAM
1074
Westport Asset Management
Connecticut
$2.21M
TIA
1075
Trust Investment Advisors
Indiana
$2.21M -$256K -1,158 -10%