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 %
SFO
1551
Stokes Family Office
Louisiana
$999K -$16.8K -76 -2%
TT
1552
TI-Trust
Illinois
$997K -$663 -3 -0.1%
RMSCM
1553
R.M. Sincerbeaux Capital Management
New York
$996K +$22.1K +100 +2%
CFS
1554
CRA Financial Services
New Jersey
$995K -$3.54K -16 -0.4%
NCM
1555
NCM Capital Management
New Jersey
$995K
WCM
1556
Washington Capital Management
Washington
$993K -$25.4K -115 -2%
AF
1557
Apexium Financial
Texas
$990K -$91.3K -413 -8%
BCCM
1558
Bridge Creek Capital Management
Massachusetts
$989K +$2.21K +10 +0.2%
BFA
1559
Benedict Financial Advisors
Georgia
$988K +$337K +1,525 +52%
MCM
1560
Mill Capital Management
North Carolina
$987K
WA
1561
Waddell & Associates
Tennessee
$986K +$68.3K +309 +7%
CHA
1562
Carmichael Hill & Associates
Maryland
$982K -$31.6K -143 -3%
IPW
1563
Intergy Private Wealth
Colorado
$981K -$40K -181 -4%
RDWM
1564
Red Door Wealth Management
Tennessee
$980K -$36.3K -164 -4%
BRM
1565
Boston Research & Management
Massachusetts
$980K
CWA
1566
CJM Wealth Advisers
Virginia
$978K +$56.6K +256 +6%
MPCG
1567
Matrix Private Capital Group
New York
$977K
AWM
1568
Accel Wealth Management
Iowa
$974K -$4.64K -21 -0.5%
ONST
1569
Old North State Trust
North Carolina
$973K +$116K +525 +14%
SIM
1570
Sentry Investment Management
Wisconsin
$972K
HNWAG
1571
High Net Worth Advisory Group
Florida
$971K -$27.6K -125 -3%
BHPW
1572
Beverly Hills Private Wealth
California
$971K -$182K -823 -16%
BFO
1573
Boston Family Office
Massachusetts
$971K -$55.3K -250 -5%
LSAG
1574
Lake Street Advisors Group
New Hampshire
$970K +$65.7K +297 +7%
CHJWM
1575
Carlton Hofferkamp & Jenks Wealth Management
Texas
$966K