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 %
MIC
1201
Means Investment Company
Maine
$1.77M +$27.6K +125 +2%
SACTSONJ
1202
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.77M
CFG
1203
Cooper Financial Group
California
$1.77M -$631K -2,854 -26%
AFS
1204
Access Financial Services
Minnesota
$1.76M -$5.09K -23 -0.3%
CF
1205
Centaurus Financial
California
$1.75M -$139K -631 -7%
FFA
1206
Founders Financial Alliance
North Carolina
$1.75M +$15K +68 +0.9%
CCT
1207
Capital City Trust
Florida
$1.75M +$23K +104 +1%
TA
1208
TCM Advisors
West Virginia
$1.75M -$1.44M
AWM
1209
Avior Wealth Management
Nebraska
$1.74M -$1.94K -9 -0.1%
PA
1210
PFG Advisors
Arizona
$1.74M +$363K +1,642 +26%
HFBOT
1211
Home Federal Bank of Tennessee
Tennessee
$1.74M +$44.2K +200 +3%
GWM
1212
Gitterman Wealth Management
New Jersey
$1.74M -$25.2K -114 -1%
RSC
1213
Red Spruce Capital
Pennsylvania
$1.73M -$99.7K -451 -5%
CWP
1214
Core Wealth Partners
California
$1.73M +$80.7K +365 +5%
AWA
1215
Aaron Wealth Advisors
Illinois
$1.73M +$49.1K +222 +3%
NFA
1216
Northern Financial Advisors
Michigan
$1.73M +$11.1K +50 +0.6%
CFP
1217
Cascade Financial Partners
California
$1.73M
TPA
1218
Trivium Point Advisory
Connecticut
$1.73M -$649K -3,076 -27%
AIM
1219
Anchor Investment Management
South Carolina
$1.72M +$32.9K +149 +2%
MNBTD
1220
Moody National Bank Trust Division
Texas
$1.72M -$28.7K -130 -2%
BHBT
1221
Burke & Herbert Bank & Trust
Virginia
$1.72M +$25.9K +117 +2%
LSPW
1222
Lake Street Private Wealth
Illinois
$1.71M -$78.7K -356 -4%
SEIA
1223
Signature Estate & Investment Advisors
California
$1.71M -$159K -717 -8%
JAG
1224
Journey Advisory Group
Kentucky
$1.71M
EB
1225
Exchange Bank
California
$1.71M