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 %
MCM
1101
Mainstay Capital Management
Michigan
$2.12M +$30.7K +139 +1%
BCM
1102
Bayesian Capital Management
New York
$2.12M +$2.12M +9,570 New
ISWM
1103
Independent Solutions Wealth Management
New York
$2.11M -$663 -3 -0%
DCM
1104
Donaldson Capital Management
Indiana
$2.11M -$80.3K -363 -4%
RWP
1105
Ridgecrest Wealth Partners
California
$2.11M +$26.3K +119 +1%
MWM
1106
Modern Wealth Management
Kansas
$2.11M +$167K +757 +9%
HFM
1107
Hartford Financial Management
Connecticut
$2.11M
SW
1108
Simplicity Wealth
New Jersey
$2.1M -$6.79M -30,736 -76%
PWP
1109
Perfromance Wealth Partners
Illinois
$2.1M +$336K +1,520 +19%
CI
1110
Cigna Investments
Connecticut
$2.09M -$22.6K -102 -1%
UCI
1111
Uncommon Cents Investing
Wisconsin
$2.08M +$80.7K +365 +4%
PAM
1112
Paradigm Asset Management
New York
$2.08M
CAGAS
1113
Capital Advisory Group Advisory Services
Minnesota
$2.06M +$44K +199 +2%
CAM
1114
Cozad Asset Management
Illinois
$2.06M -$22.1K -100 -1%
IPW
1115
Inlet Private Wealth
Florida
$2.06M
FSA
1116
Fort Sheridan Advisors
Illinois
$2.05M +$18.1K +82 +0.9%
ACS
1117
Archford Capital Strategies
Illinois
$2.05M -$151K -641 -7%
CAM
1118
Cidel Asset Management
Ontario, Canada
$2.04M -$96.8K -438 -5%
DIP
1119
DT Investment Partners
Pennsylvania
$2.04M +$48.9K +221 +2%
LIM
1120
Longfellow Investment Management
Massachusetts
$2.04M +$12.2K +55 +0.6%
STA
1121
Summit Trail Advisors
New York
$2.03M +$278K +1,257 +16%
CCA
1122
Checchi Capital Advisers
California
$2.03M +$29.6K +134 +1%
SSWM
1123
Smith Salley Wealth Management
North Carolina
$2.03M +$42.2K +191 +2%
CIAS
1124
CFS Investment Advisory Services
New Jersey
$2.02M -$1.93M -8,722 -49%
FNBT
1125
FineMark National Bank & Trust
Florida
$2.02M -$177K -801 -8%