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 %
LC
1501
Lindbrook Capital
California
$1.06M +$55.3K +250 +5%
DA
1502
Detalus Advisors
Missouri
$1.06M -$1.06M -4,792 -50%
PIA
1503
Perennial Investment Advisors
California
$1.06M -$38K -172 -3%
JGC
1504
J. Goldman & Co
New York
$1.06M -$1.17M -5,305 -53%
LA
1505
LexAurum Advisors
Kansas
$1.06M +$139K +627 +15%
BIAS
1506
Beacon Investment Advisory Services
New Jersey
$1.06M -$2.21K -10 -0.2%
AC
1507
Apella Capital
Connecticut
$1.05M +$147K +667 +16%
OPCM
1508
Osborne Partners Capital Management
California
$1.05M +$20.1K +91 +2%
BCP
1509
Berkeley Capital Partners
Georgia
$1.05M +$39.1K +177 +4%
BWM
1510
Blossom Wealth Management
California
$1.05M -$4.42K -20 -0.4%
CPP
1511
Capasso Planning Partners
South Carolina
$1.05M +$253K +1,144 +32%
LWM
1512
Liberty Wealth Management
California
$1.04M -$5.54M -25,060 -84%
OIM
1513
Oder Investment Management
California
$1.04M -$735K -3,324 -41%
CI
1514
Conning Inc
Connecticut
$1.04M -$17.5K -79 -2%
NBT
1515
Northwest Bank & Trust
Iowa
$1.04M +$13.3K +60 +1%
HFS
1516
Heritage Financial Services
Massachusetts
$1.04M +$103K +468 +11%
SWA
1517
Sax Wealth Advisors
New Jersey
$1.04M +$103K +465 +11%
CA
1518
Crewe Advisors
Utah
$1.04M +$2.21K +10 +0.2%
SWM
1519
Sugarloaf Wealth Management
Georgia
$1.03M +$6.19K +28 +0.6%
MIS
1520
Morningstar Investment Services
Illinois
$1.03M +$75.7K +343 +8%
SA
1521
Sage Advisors
Colorado
$1.03M +$8.4K +38 +0.8%
SNBOSCI
1522
Security National Bank of Sioux City Iowa
Iowa
$1.03M +$34.5K +156 +3%
SWA
1523
SFMG Wealth Advisors
Texas
$1.03M -$5.97K -27 -0.6%
CAL
1524
Capital Advisors Ltd
Ohio
$1.03M +$3.98K +18 +0.4%
VA
1525
Valmark Advisers
Ohio
$1.03M +$65.7K +297 +7%