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 %
IIC
1476
Integrated Investment Consultants
Michigan
$1.11M +$928K +17,338 +520%
TCOTS
1477
Trust Company of the South
North Carolina
$1.11M
PWM
1478
Prentice Wealth Management
New York
$1.1M
OA
1479
Oxbow Advisors
Texas
$1.1M +$4.64K +21 +0.4%
CL
1480
COWA LLC
Oklahoma
$1.1M +$221 +1 +0%
TA
1481
TrueWealth Advisors
Alabama
$1.1M -$18.4K -83 -2%
AI
1482
Axecap Investments
Ohio
$1.1M +$1.1M +4,957 New
IP
1483
Intellectus Partners
California
$1.1M +$34.9K +158 +3%
MSS
1484
Mitchell Sinkler & Starr
Pennsylvania
$1.09M
UPS
1485
UHLMANN PRICE SECURITIES
Illinois
$1.09M +$1.09M +4,947 New
VAG
1486
VisionPoint Advisory Group
Texas
$1.09M -$38.2K -173 -3%
BIG
1487
Brooklyn Investment Group
New York
$1.09M -$12.8K -58 -1%
BCB
1488
Brian C. Broderick
$1.09M +$22.1K +100 +2%
VC
1489
Veracity Capital
Georgia
$1.09M +$16.4K +74 +2%
GWSG
1490
GPS Wealth Strategies Group
Colorado
$1.09M -$657K -2,971 -38%
MFG
1491
Monte Financial Group
Connecticut
$1.09M
SPI
1492
Sutton Place Investors
New York
$1.09M +$13.9K +63 +1%
SOS
1493
Silver Oak Securities
Tennessee
$1.08M +$86.1K +390 +9%
GWA
1494
GGM Wealth Advisors
Maryland
$1.08M +$3.32K +15 +0.3%
AWA
1495
Acorn Wealth Advisors
Michigan
$1.08M -$53.1K -240 -5%
BCM
1496
Boltwood Capital Management
California
$1.08M -$118K -533 -10%
TF
1497
Trek Financial
Arizona
$1.07M -$143K -647 -12%
S
1498
SimplyRich
California
$1.07M +$225K +1,016 +27%
Koshinski Asset Management
1499
Koshinski Asset Management
Illinois
$1.07M -$55.7K -252 -5%
BOS
1500
Bank of Stockton
California
$1.06M +$64.8K +293 +6%