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 %
PPP
1401
Private Portfolio Partners
New Jersey
$1.27M +$1.27M +5,737 New
HIP
1402
HUB Investment Partners
Texas
$1.27M +$65.2K +295 +5%
CTC (Chicago Trading Company)
1403
CTC (Chicago Trading Company)
Illinois
$1.27M +$152K +686 +14%
LSA
1404
Lion Street Advisors
Texas
$1.27M -$168K -759 -12%
NFC
1405
Northeast Financial Consultants
Connecticut
$1.26M +$4.86K +22 +0.4%
VA
1406
Verdad Advisers
Massachusetts
$1.26M +$55.9K +253 +5%
SPWG
1407
Syntegra Private Wealth Group
Missouri
$1.25M -$38.7K -175 -3%
LIA
1408
LS Investment Advisors
Michigan
$1.25M -$76.3K -345 -6%
SLI
1409
Sumitomo Life Insurance
Japan
$1.25M -$1.54M -6,965 -55%
EFG
1410
Everhart Financial Group
Ohio
$1.24M +$162K +732 +15%
UBG
1411
United Bank (Georgia)
Georgia
$1.24M +$432K +1,956 +53%
FCB
1412
First County Bank
Connecticut
$1.24M -$138K -625 -10%
BAM
1413
Berkshire Asset Management
Pennsylvania
$1.24M
OPPS
1414
Obsidian Personal Planning Solutions
Maryland
$1.24M -$1.45K -7 -0.1%
SFA
1415
Souders Financial Advisors
Ohio
$1.23M +$262K +1,186 +27%
MA
1416
MBA Advisors
Pennsylvania
$1.23M -$8.4K -38 -0.7%
DAM
1417
Delta Asset Management
Tennessee
$1.23M -$221 -1 -0%
AF
1418
Arrow Financial
New York
$1.23M -$12.2K -55 -1%
CCA
1419
Cobblestone Capital Advisors
New York
$1.23M -$55.9K -253 -4%
IA
1420
Insight Advisors
Pennsylvania
$1.23M +$12.4K +56 +1%
ACI
1421
Alpha Cubed Investments
California
$1.22M -$360K -1,628 -23%
UWPG
1422
Ullmann Wealth Partners Group
Florida
$1.22M +$564K +2,553 +86%
IBOK
1423
Independence Bank of Kentucky
Kentucky
$1.22M +$436K +1,972 +55%
CCG
1424
Coastwise Capital Group
California
$1.22M +$73K +330 +6%
HW
1425
Hancock Whitney
Mississippi
$1.22M -$19.7K -89 -2%