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 %
DIM
1451
Delta Investment Management
California
$1.17M -$52.2K -236 -4%
VCP
1452
Verus Capital Partners
Arizona
$1.16M +$5.09K +23 +0.4%
SP
1453
Stablepoint Partners
Massachusetts
$1.16M +$1.33K +6 +0.1%
MG
1454
Mather Group
Illinois
$1.16M -$1.1M -4,981 -49%
HL
1455
HeadInvest LLC
Maine
$1.16M -$49.7K -225 -4%
9WM
1456
9258 Wealth Management
Ohio
$1.16M +$46.9K +212 +4%
APW
1457
Austin Private Wealth
Texas
$1.16M +$470K +2,128 +69%
KMWM
1458
Keudell/Morrison Wealth Management
Oregon
$1.15M +$5.97K +27 +0.5%
GAG
1459
GM Advisory Group
New York
$1.15M +$12.8K +58 +1%
AFM
1460
Armstrong Fleming & Moore
District of Columbia
$1.15M -$32.1K -145 -3%
HPM
1461
Hoxton Planning & Management
West Virginia
$1.15M +$60.4K +273 +6%
AIA
1462
Allied Investment Advisors
Montana
$1.15M -$13.3K -60 -1%
WMA
1463
Wealth Management Associates
New Jersey
$1.15M +$10.2K +46 +0.9%
PFA
1464
Pure Financial Advisors
California
$1.15M +$55.7K +252 +5%
SCM
1465
SOL Capital Management
Maryland
$1.14M
AA
1466
Addison Advisors
Vermont
$1.14M +$2.43K +11 +0.2%
WMA
1467
West Michigan Advisors
Michigan
$1.13M +$495K +2,238 +77%
ECA
1468
Elevated Capital Advisors
Utah
$1.13M -$104K -469 -8%
UCB
1469
United Community Bank
South Carolina
$1.12M +$32.7K +148 +3%
BST
1470
Bath Savings Trust
Maine
$1.12M -$55.3K -250 -5%
OL
1471
Owen LaRue
Kentucky
$1.12M +$1.12M +5,047 New
CGL
1472
Clarius Group LLC
Washington
$1.11M -$35.9K -163 -3%
CFA
1473
Capstone Financial Advisors
Illinois
$1.11M -$7.52K -34 -0.7%
P
1474
Pitcairn
Pennsylvania
$1.11M -$144K -650 -11%
GWM
1475
GDS Wealth Management
Texas
$1.11M +$390K +1,763 +54%