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 %
LRPA
1351
L. Roy Papp & Associates
Arizona
$1.37M -$100K -453 -7%
TSMHT
1352
Thurston Springer Miller Herd & Titak
Indiana
$1.37M +$196K +884 +17%
WEG
1353
World Equity Group
Illinois
$1.37M +$112K +507 +9%
TL
1354
Tradewinds LLC
North Carolina
$1.36M +$40.5K +183 +3%
TBNY
1355
Trustco Bank (New York)
New York
$1.36M
CHP
1356
Cable Hill Partners
Oregon
$1.36M +$80.5K +364 +6%
MFA
1357
Mayflower Financial Advisors
Massachusetts
$1.36M -$12.2K -55 -0.9%
WAG
1358
Winthrop Advisory Group
Massachusetts
$1.36M -$13.7K -62 -1%
WA
1359
Wealth Alliance
New York
$1.36M +$45.1K +204 +3%
AIMCA
1360
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.35M -$2.79M -12,600 -67%
ET
1361
Equitable Trust
Tennessee
$1.35M +$1.99K +9 +0.1%
SWM
1362
Selective Wealth Management
Virginia
$1.35M -$118K -515 -8%
MMHP
1363
Murphy Middleton Hinkle & Parker
Georgia
$1.34M -$39.1K -177 -3%
FCA
1364
FinTrust Capital Advisors
South Carolina
$1.34M -$2.87K -13 -0.2%
BOPW
1365
Brandywine Oak Private Wealth
Pennsylvania
$1.34M +$94.2K +426 +8%
BWA
1366
Burt Wealth Advisors
Maryland
$1.33M
GIP
1367
Granite Investment Partners
California
$1.33M
BW
1368
Bison Wealth
Georgia
$1.32M -$578K -2,615 -30%
AWS
1369
Arkfeld Wealth Strategies
Nebraska
$1.32M -$56.7K -251 -4%
AFG
1370
Argent Financial Group
Louisiana
$1.32M +$1.32M +5,957 New
GM
1371
GeoWealth Management
Illinois
$1.32M -$19.2K -87 -1%
TGAM
1372
TBH Global Asset Management
Tennessee
$1.31M
WF
1373
WoodTrust Financial
Wisconsin
$1.31M -$58.6K -265 -4%
AA
1374
Ancora Advisors
Ohio
$1.31M -$488K -2,209 -27%
CIG
1375
Cascade Investment Group
Colorado
$1.31M -$13.5K -61 -1%