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 %
RBFC
1426
Roman Butler Fullerton & Co
Missouri
$1.22M +$699 +3 +0.1%
MVA
1427
Mount Vernon Associates
Maryland
$1.22M
PPWP
1428
Premier Path Wealth Partners
New Jersey
$1.22M +$48K +217 +4%
RHAM
1429
Round Hill Asset Management
California
$1.22M -$2.25M -10,171 -65%
T
1430
TOBAM
France
$1.22M -$1.4M -6,317 -53%
1IA
1431
1620 Investment Advisors
Massachusetts
$1.21M -$7.08K -32 -0.6%
FAIM
1432
Financial Advocates Investment Management
Washington
$1.21M -$5.53K -25 -0.5%
CM
1433
Crestline Management
Texas
$1.21M +$1.21M +5,461 New
BFA
1434
Beacon Financial Advisory
Ohio
$1.21M +$16.8K +76 +1%
CFD
1435
Creative Financial Designs
Indiana
$1.2M -$21K -95 -2%
JF
1436
Joule Financial
Kentucky
$1.2M -$897K -4,058 -43%
PWPS
1437
Pinnacle Wealth Planning Services
Ohio
$1.2M +$106K +478 +10%
EWS
1438
Evergreen Wealth Solutions
Pennsylvania
$1.2M -$221K -1,000 -16%
4WM
1439
44 Wealth Management
Oregon
$1.19M +$1.19M +5,134 New
SWA
1440
Stratos Wealth Advisors
Ohio
$1.19M -$40K -181 -3%
OA
1441
Operose Advisors
Wisconsin
$1.18M -$11.9K -54 -1%
PCS
1442
Personal CFO Solutions
New Jersey
$1.18M +$16.8K +76 +1%
BMC
1443
Benin Management Corp
Connecticut
$1.18M -$46K -208 -4%
BMC
1444
Beaton Management Company
Massachusetts
$1.18M
PP
1445
Paloma Partners
Connecticut
$1.18M +$436K +1,973 +59%
AWM
1446
Accurate Wealth Management
Florida
$1.18M +$45.4K +195 +4%
KC
1447
Kades & Cheifetz
Pennsylvania
$1.17M -$19K -86 -2%
LIA
1448
LBMC Investment Advisors
Tennessee
$1.17M -$28.3K -128 -2%
AP
1449
Atwood & Palmer
Missouri
$1.17M
CFA
1450
Cahill Financial Advisors
Minnesota
$1.17M -$76.7K -347 -6%