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 %
CFA
1226
CWS Financial Advisors
Michigan
$1.71M -$130K -588 -7%
PCA
1227
Prosperity Capital Advisors
Ohio
$1.7M -$221 -1 -0%
VWM
1228
Venturi Wealth Management
Texas
$1.7M -$563K -2,547 -25%
WCM
1229
Weik Capital Management
Pennsylvania
$1.69M -$3.32K -15 -0.2%
AC
1230
Arjuna Capital
North Carolina
$1.69M -$3.32K -15 -0.2%
AWE
1231
Avidian Wealth Enterprises
Texas
$1.69M +$137K +620 +9%
HCM
1232
Howland Capital Management
Massachusetts
$1.68M -$156K -707 -8%
RMA
1233
Roffman Miller Associates
Pennsylvania
$1.68M +$270K +1,222 +19%
RAM
1234
Roanoke Asset Management
New Jersey
$1.68M -$30.9K -140 -2%
Empower Advisory Group
1235
Empower Advisory Group
Colorado
$1.67M -$282K -1,275 -14%
BOSSRA
1236
B.O.S.S. Retirement Advisors
Utah
$1.67M +$15.9K +72 +1%
Walleye Capital
1237
Walleye Capital
New York
$1.67M -$666K -3,014 -29%
PWM
1238
PBMares Wealth Management
Virginia
$1.66M -$221 -1 -0%
BAM
1239
Brave Asset Management
New Jersey
$1.65M
Financial Engines Advisors
1240
Financial Engines Advisors
California
$1.65M +$405K +1,831 +32%
MM
1241
Meridian Management
Arkansas
$1.65M +$884 +4 +0.1%
WCM
1242
Whitener Capital Management
North Carolina
$1.65M -$11.1K -50 -0.7%
AUB
1243
Atlantic Union Bankshares
Virginia
$1.65M -$178K -805 -10%
TYCC
1244
Texas Yale Capital Corp
Florida
$1.65M
EWM
1245
Empirical Wealth Management
Washington
$1.65M +$36.3K +164 +2%
CP
1246
Cumberland Partners
Ontario, Canada
$1.64M +$228K +1,030 +16%
WDC
1247
Woodward Diversified Capital
California
$1.64M -$758K -3,429 -32%
GBT
1248
Grove Bank & Trust
Florida
$1.64M
MAM
1249
Mystic Asset Management
Rhode Island
$1.63M -$33.2K -150 -2%
KJHP
1250
K.J. Harrison & Partners
Ontario, Canada
$1.62M +$1.62M +7,000 New