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 %
EWM
1326
EPG Wealth Management
Georgia
$1.41M +$1.41M +6,384 New
RA
1327
Rational Advisors
New York
$1.4M +$1.14M +5,149 +428%
JCFM
1328
JBR Co Financial Management
Oklahoma
$1.4M -$11.9K -54 -0.8%
PWAM
1329
Pinnacle West Asset Management
Wyoming
$1.4M +$5.53K +25 +0.4%
TPWA
1330
TRUE Private Wealth Advisors
Oregon
$1.4M -$42.9K -194 -3%
AFG
1331
Albion Financial Group
Utah
$1.4M -$81.6K -369 -6%
PMFA
1332
Plante Moran Financial Advisors
Michigan
$1.4M +$225K +1,017 +19%
SIA
1333
Schechter Investment Advisors
Michigan
$1.39M +$178K +803 +15%
EP
1334
Edgestream Partners
New Jersey
$1.39M +$243K +1,098 +21%
TA
1335
TKG Advisors
Indiana
$1.39M -$11.7K -53 -0.8%
HCP
1336
Hexagon Capital Partners
Arkansas
$1.39M -$207K -935 -13%
AGP
1337
Autumn Glory Partners
Texas
$1.39M +$808K +3,653 +138%
RFA
1338
Register Financial Advisors
Georgia
$1.39M +$442 +2 +0%
KNW
1339
Kesler Norman & Wride
Utah
$1.39M +$864K +3,908 +165%
IPW
1340
Impact Partnership Wealth
Georgia
$1.38M -$47.1K -213 -3%
LWAM
1341
Legacy Wealth Asset Management
Minnesota
$1.38M -$14.8K -67 -1%
BFM
1342
Boston Financial Management
Massachusetts
$1.38M -$2.87K -13 -0.2%
PP
1343
Patten & Patten
Tennessee
$1.38M -$36.3K -164 -3%
SEEDPG
1344
S.E.E.D. Planning Group
New York
$1.38M +$30.5K +138 +2%
DA
1345
Dover Advisors
Virginia
$1.37M +$55.9K +253 +4%
HI
1346
Harbour Investments
Wisconsin
$1.37M +$152K +686 +12%
BFO
1347
Biltmore Family Office
North Carolina
$1.37M +$4.42K +20 +0.3%
AW
1348
Apricus Wealth
South Carolina
$1.37M +$97.3K +440 +8%
PPWM
1349
Paragon Private Wealth Management
Kentucky
$1.37M -$91.5K -414 -6%
AF
1350
Advisornet Financial
Minnesota
$1.37M +$50.6K +229 +4%