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 %
DSC
1151
Duncker Streett & Co
Missouri
$1.94M +$18.4K +83 +1%
FGA
1152
Fortis Group Advisors
New Jersey
$1.94M +$3.54K +16 +0.2%
NB
1153
Nicolet Bankshares
Wisconsin
$1.93M -$178K -806 -8%
KIA
1154
KCM Investment Advisors
California
$1.93M +$29.2K +132 +2%
BWM
1155
BKM Wealth Management
Wisconsin
$1.92M +$359K +1,623 +23%
EWA
1156
Exencial Wealth Advisors
Oklahoma
$1.91M -$318K -1,438 -14%
SDAM
1157
Shulman DeMeo Asset Management
New York
$1.9M +$1.11K +5 +0.1%
CPSC
1158
Carl P. Sherr & Co
Massachusetts
$1.9M +$884 +4 +0%
MWA
1159
Midland Wealth Advisors
Illinois
$1.9M -$297K -1,343 -13%
BCM
1160
Becker Capital Management
Oregon
$1.9M +$94.8K +429 +5%
BONH
1161
Bank of New Hampshire
New Hampshire
$1.9M +$943K +4,267 +99%
MAM
1162
Milestone Asset Management
Pennsylvania
$1.89M -$1.38M -6,222 -42%
SDIC
1163
South Dakota Investment Council
South Dakota
$1.89M
BIM
1164
Baldwin Investment Management
Pennsylvania
$1.89M
PL
1165
Perpetual Ltd
Australia
$1.89M -$3.66M -16,536 -66%
PGWM
1166
Parisi Gray Wealth Management
New Jersey
$1.89M -$21.9K -99 -1%
FC
1167
Forte Capital
New York
$1.89M +$87.8K +397 +5%
GFPC
1168
Global Financial Private Client
Florida
$1.89M +$365K +1,651 +24%
OBWG
1169
Onyx Bridge Wealth Group
New York
$1.88M -$23.4K -106 -1%
AI
1170
Arvest Investments
Arkansas
$1.88M -$253K -1,144 -12%
ATC
1171
Adirondack Trust Company
New York
$1.88M -$7.74K -35 -0.4%
MPWT
1172
MassMutual Private Wealth & Trust
Connecticut
$1.87M +$83.3K +377 +5%
BAM
1173
Byrne Asset Management
New Jersey
$1.87M -$36.7K -166 -2%
PPW
1174
Parcion Private Wealth
Washington
$1.87M +$252K +1,141 +16%
SAM
1175
Steinberg Asset Management
New York
$1.87M