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 %
NW
1076
Naviter Wealth
Arkansas
$2.21M -$32.9K -149 -1%
FCCM
1077
First City Capital Management
Georgia
$2.2M -$25.2K -114 -1%
KFP
1078
Keystone Financial Planning
Ohio
$2.2M -$289K -1,309 -12%
RBC
1079
Roble Belko & Company
Pennsylvania
$2.2M -$227K -1,025 -9%
CWA
1080
Centennial Wealth Advisory
Michigan
$2.2M +$26.5K +120 +1%
OC
1081
Oarsman Capital
Wisconsin
$2.19M +$649K +2,936 +42%
FHA
1082
Flagship Harbor Advisors
Massachusetts
$2.18M +$2.18M +9,876 New
KCFA
1083
Key Client Fiduciary Advisors
New Jersey
$2.18M +$27K +122 +1%
PL
1084
Parthenon LLC
Kentucky
$2.18M -$1.11K -5 -0.1%
JWA
1085
JFS Wealth Advisors
Pennsylvania
$2.18M -$216K -977 -9%
PG
1086
Patten Group
Tennessee
$2.17M +$86.7K +392 +4%
DCM
1087
Dudley Capital Management
Virginia
$2.17M +$663 +3 +0%
SGCA
1088
Steel Grove Capital Advisors
Tennessee
$2.17M -$89.2K -404 -4%
GL
1089
Graypoint LLC
New York
$2.17M -$373K -1,685 -15%
MFG
1090
MidWestOne Financial Group
Iowa
$2.16M
CT
1091
Clearstead Trust
Maine
$2.16M -$44.4K -201 -2%
GWP
1092
Gen-Wealth Partners
Michigan
$2.16M -$38.3K -187 -2%
MIC
1093
Meridian Investment Counsel
California
$2.16M -$133K -600 -6%
NERM
1094
New England Research & Management
Illinois
$2.15M -$359K -1,625 -14%
NL
1095
NWAM LLC
Washington
$2.14M +$2.14M +9,676 New
ZIG
1096
Zullo Investment Group
Pennsylvania
$2.14M -$45.1K -204 -2%
RCM
1097
Raleigh Capital Management
North Carolina
$2.14M -$275K -1,242 -11%
IC
1098
Inscription Capital
Texas
$2.14M +$106K +478 +5%
NG
1099
Norden Group
Utah
$2.12M +$797K +3,607 +60%
MCM
1100
Mendel Capital Management
Arkansas
$2.12M -$38.5K -174 -2%