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 %
PA
1276
Procyon Advisors
Connecticut
$1.55M +$697K +3,151 +82%
TWM
1277
Tradition Wealth Management
Minnesota
$1.54M +$87.3K +395 +6%
CI
1278
CX Institutional
Indiana
$1.54M +$86.9K +393 +6%
NSAM
1279
North Star Asset Management
Wisconsin
$1.54M +$4.64K +21 +0.3%
RGI
1280
River Global Investors
United Kingdom
$1.54M +$71.2K +322 +5%
AIM
1281
Athena Investment Management
California
$1.54M -$153K -690 -9%
MA
1282
MJP Associates
Connecticut
$1.54M +$32.5K +147 +2%
LFA
1283
Legacy Financial Advisors
Kentucky
$1.53M +$130K +588 +9%
TPW
1284
Transatlantique Private Wealth
New York
$1.53M -$336K -1,518 -18%
JSW
1285
Journey Strategic Wealth
New Jersey
$1.53M +$334K +1,513 +28%
CCM
1286
Connective Capital Management
California
$1.53M +$1.53M +7,400 New
LWANC
1287
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.52M +$45.5K +206 +3%
SSWM
1288
Strait & Sound Wealth Management
California
$1.52M +$2.65K +12 +0.2%
TWM
1289
Thrive Wealth Management
Pennsylvania
$1.52M -$16.1K -73 -1%
CTFG
1290
Capstone Triton Financial Group
Oklahoma
$1.52M -$30.3K -137 -2%
SAG
1291
SageView Advisory Group
California
$1.51M -$311K -1,405 -17%
TFA
1292
Teamwork Financial Advisors
Texas
$1.51M -$155K -703 -9%
WBC
1293
Westpac Banking Corp
Australia
$1.5M
AB
1294
Atlas Brown
Kentucky
$1.5M -$34.7K -157 -2%
SCP
1295
Stamos Capital Partners
California
$1.5M -$407K -1,840 -21%
MWA
1296
Meridian Wealth Advisors
Texas
$1.5M -$19.7K -89 -1%
FFM
1297
Forum Financial Management
Illinois
$1.5M -$118K -535 -7%
GCA
1298
Genesee Capital Advisors
New York
$1.49M -$71K -321 -5%
CastleKeep Investment Advisors
1299
CastleKeep Investment Advisors
Connecticut
$1.48M -$43.8K -198 -3%
MMG
1300
Monetary Management Group
Missouri
$1.48M +$12.2K +55 +0.8%