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 %
CT
1176
Colonial Trust
South Carolina
$1.86M +$952K +4,305 +105%
WDA
1177
Wendell David Associates
New Hampshire
$1.86M -$28.7K -130 -2%
FNBOO
1178
First National Bank of Omaha
Nebraska
$1.85M -$24.3K -110 -1%
RFA
1179
ROI Financial Advisors
Oregon
$1.85M +$343K +1,553 +23%
SG
1180
StoneX Group
New York
$1.85M -$55.3K -250 -3%
IAMOG
1181
Investors Asset Management of Georgia
Georgia
$1.85M -$28.3K -128 -2%
RMDI
1182
R.M. Davis Inc
Maine
$1.85M +$41.1K +186 +2%
LJAC
1183
L.J. Altfest & Co
New York
$1.84M +$122K +553 +7%
AO
1184
Advisor OS
Illinois
$1.84M +$333K +1,507 +22%
HWMO
1185
Heritage Wealth Management (Ohio)
Ohio
$1.84M -$6.19K -28 -0.3%
CAAS
1186
Capital Asset Advisory Services
Michigan
$1.84M +$454K +1,984 +33%
NAS
1187
Nicolet Advisory Services
Wisconsin
$1.82M -$348K -1,563 -16%
FG
1188
Fiduciary Group
Georgia
$1.82M -$20.6K -93 -1%
WC
1189
Wynn Capital
Georgia
$1.82M -$221 -1 -0%
B
1190
Birchbrook
Maine
$1.81M -$24.1K -109 -1%
AA
1191
AlphaMark Advisors
Kentucky
$1.81M -$114K -517 -6%
PP
1192
Pingora Partners
Wyoming
$1.81M
SAM
1193
Smartleaf Asset Management
Massachusetts
$1.81M +$779K +3,526 +75%
NPA
1194
Nichols & Pratt Advisers
Massachusetts
$1.8M
WPW
1195
Waldron Private Wealth
Pennsylvania
$1.8M +$88.9K +402 +5%
PIM
1196
Penobscot Investment Management
Massachusetts
$1.79M
SAM
1197
Sompo Asset Management
Japan
$1.79M -$688K -3,110 -28%
AA
1198
Advisory Alpha
Michigan
$1.78M +$63.9K +289 +4%
ESB
1199
Essex Savings Bank
Connecticut
$1.78M
FWP
1200
FAS Wealth Partners
Kansas
$1.77M -$7.3K -33 -0.4%