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 %
MSG
1251
Main Street Group
Virginia
$1.62M +$1.46M +6,583 +893%
FAM
1252
Formidable Asset Management
Ohio
$1.61M -$131K -592 -8%
CPC
1253
Cookson Peirce & Co
Pennsylvania
$1.61M +$1.05M +4,729 +185%
MAWA
1254
Moss Adams Wealth Advisors
Washington
$1.6M +$98.4K +445 +7%
WF
1255
Warner Financial
Maryland
$1.59M +$884 +4 +0.1%
VIG
1256
Vienna Insurance Group
Poland
$1.59M -$2.43K -11 -0.2%
SQA
1257
Simon Quick Advisors
New Jersey
$1.59M +$178K +803 +13%
PL
1258
Plancorp LLC
Missouri
$1.59M -$81.6K -369 -5%
LS
1259
Livforsakringsbolaget Skandia
Sweden
$1.58M +$1.23M +5,581 +355%
AWP
1260
Ascent Wealth Partners
New York
$1.58M +$10.8K +49 +0.7%
CCMT
1261
CMT Capital Markets Trading
Germany
$1.57M -$6.37M -28,811 -80%
JWM
1262
Jeppson Wealth Management
California
$1.57M -$19.9K -90 -1%
AAP
1263
Arax Advisory Partners
Colorado
$1.57M -$115K -520 -7%
FNBTCON
1264
First National Bank & Trust Co of Newtown
Pennsylvania
$1.57M -$6.85K -31 -0.4%
NIM
1265
Northeast Investment Management
Massachusetts
$1.57M +$102K +460 +7%
NP
1266
Nilsine Partners
Colorado
$1.56M +$39.4K +178 +3%
HCM
1267
Howard Capital Management
Georgia
$1.56M +$1.56M +7,036 New
BAM
1268
Belpointe Asset Management
Nevada
$1.55M -$567K -2,563 -27%
RPC
1269
Rossmore Private Capital
Connecticut
$1.55M
TWA
1270
TCI Wealth Advisors
Arizona
$1.55M +$120K +544 +8%
IWA
1271
IVC Wealth Advisors
Pennsylvania
$1.55M -$41.1K -186 -3%
TFCP
1272
Twin Focus Capital Partners
Massachusetts
$1.55M
CMANY
1273
Capital Management Associates (New York)
New York
$1.55M +$442K +2,000 +40%
SAM
1274
Stansberry Asset Management
Texas
$1.55M -$287K -1,300 -16%
HFM
1275
Harvest Fund Management
China
$1.55M +$873K +3,951 +130%