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 %
DPW
1376
DiNuzzo Private Wealth
Pennsylvania
$1.31M +$1.28M +5,783 +4,590%
HWA
1377
Heartwood Wealth Advisors
Virginia
$1.31M +$25.9K +117 +2%
OA
1378
Oak Associates
Ohio
$1.31M -$142K -642 -10%
MKC
1379
M. Kraus & Co
Vermont
$1.3M -$66.3K -300 -5%
FPGT
1380
Financial Partners Group (Tennessee)
Tennessee
$1.3M -$46K -208 -3%
FFO
1381
Fortitude Family Office
Arizona
$1.3M +$988K +4,470 +318%
HIA
1382
Harbor Investment Advisory
Maryland
$1.3M -$34.3K -155 -3%
UAG
1383
United Advisor Group
Ohio
$1.29M +$611K +2,765 +90%
RI
1384
Ridgewood Investments
New Jersey
$1.29M -$270K -1,222 -17%
GIA
1385
Gateway Investment Advisers
Ohio
$1.29M -$26.5K -120 -2%
MSCM
1386
McElhenny Sheffield Capital Management
Texas
$1.29M +$663 +3 +0.1%
SWIM
1387
Smallwood Wealth Investment Management
New Jersey
$1.29M
AIM
1388
Aspen Investment Management
Michigan
$1.29M +$2.65K +12 +0.2%
RIG
1389
Renaissance Investment Group
Massachusetts
$1.28M +$66.3K +300 +5%
HNB
1390
Hilltop National Bank
Wyoming
$1.28M +$641K +2,901 +100%
Wolverine Trading
1391
Wolverine Trading
Illinois
$1.28M -$2.2M -9,955 -63%
PCM
1392
Piedmont Capital Management
Montana
$1.28M -$141K -605 -10%
CSI
1393
Cross Staff Investments
New York
$1.28M +$16.8K +76 +1%
WC
1394
Waterloo Capital
Texas
$1.28M +$998K +4,514 +357%
SAM
1395
Summit Asset Management
Tennessee
$1.28M
D
1396
Diversified
Delaware
$1.28M +$351K +1,586 +38%
DE
1397
Diversified Enterprises
Delaware
$1.28M +$1.28M +5,767 New
KA
1398
KLCM Advisors
Wisconsin
$1.27M +$118K +535 +10%
CCMG
1399
Clark Capital Management Group
Pennsylvania
$1.27M +$64.6K +292 +5%
CBA
1400
Coastal Bridge Advisors
Connecticut
$1.27M +$3.98K +18 +0.3%