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 %
KIG
1126
Kessler Investment Group
Indiana
$2.01M -$26.5K -120 -1%
PWM
1127
Palumbo Wealth Management
New York
$2M +$18.1K +82 +0.9%
OCM
1128
Osterweis Capital Management
California
$2M -$58.1K -263 -3%
SEC
1129
Seven Eight Capital
New York
$2M +$332K +1,503 +20%
PBC
1130
Pavion Blue Capital
California
$1.99M
AEPWM
1131
Atlantic Edge Private Wealth Management
Florida
$1.99M +$88.9K +402 +5%
SGC
1132
Slocum, Gordon & Co
Rhode Island
$1.99M -$9.95K -45 -0.5%
DI
1133
Diligent Investors
California
$1.98M -$20.1K -91 -1%
BFA
1134
Beaumont Financial Advisors
Massachusetts
$1.98M +$1.77K +8 +0.1%
WAM
1135
Worth Asset Management
Texas
$1.98M +$1.66M +7,494 +516%
CWA
1136
Core Wealth Advisors
Florida
$1.97M -$54.6K -247 -3%
SB
1137
Strategic Blueprint
Georgia
$1.97M -$40.2K -182 -2%
TFS
1138
Thoroughbred Financial Services
Tennessee
$1.97M +$8.18K +37 +0.4%
TF
1139
Tompkins Financial
New York
$1.97M -$1.65M -7,452 -46%
ATPW
1140
Ashton Thomas Private Wealth
Arizona
$1.96M -$72.5K -328 -4%
MMPW
1141
Mitchell McLeod Pugh & Williams
Alabama
$1.96M -$4.2K -19 -0.2%
IPAM
1142
Investment Partners Asset Management
New Jersey
$1.96M +$45.8K +207 +2%
DBIA
1143
Dumont & Blake Investment Advisors
New Jersey
$1.96M -$2.01M -9,098 -51%
SFP
1144
Sandbox Financial Partners
Maryland
$1.96M +$221 +1 +0%
LCM
1145
LVM Capital Management
Michigan
$1.96M
FTIS
1146
First Trust Investment Solutions
Florida
$1.95M -$472K -2,133 -19%
WI
1147
WBI Investments
New Jersey
$1.95M +$1.95M +8,830 New
MBT
1148
Montecito Bank & Trust
California
$1.95M +$50.2K +227 +3%
CSC
1149
Caldwell Sutter Capital
California
$1.95M -$187K -848 -9%
B
1150
Bailard
California
$1.94M -$235K -1,061 -11%