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 %
MLA
1601
My Legacy Advisors
Oregon
$912K -$160K -725 -15%
HBT
1602
Heartland Bank & Trust
Illinois
$912K -$30.3K -137 -3%
CIA
1603
Cape Investment Advisory
Georgia
$911K +$1.33K +6 +0.1%
PFGIA
1604
Patriot Financial Group Insurance Agency
Massachusetts
$911K -$23.7K -107 -3%
GA
1605
Geller Advisors
New York
$910K +$4.42K +20 +0.5%
PC
1606
Port Capital
Illinois
$910K -$10.2K -46 -1%
NA
1607
Navellier & Associates
Nevada
$909K -$296K -1,337 -25%
Fiera Capital (Canada)
1608
Fiera Capital (Canada)
Quebec, Canada
$908K +$31.4K +142 +4%
LCGC
1609
Legacy Capital Group California
California
$908K -$61.7K -279 -6%
CHC
1610
City Holding Co
West Virginia
$906K -$14.4K -65 -2%
ABWM
1611
Alpine Bank Wealth Management
Colorado
$906K +$906K +4,098 New
OAM
1612
Oak Asset Management
California
$902K -$260K -1,174 -22%
HWA
1613
Heritage Wealth Advisors
Virginia
$901K +$77.6K +351 +9%
YIA
1614
YHB Investment Advisors
Connecticut
$901K -$9.51K -43 -1%
PWP
1615
Phillips Wealth Planners
Mississippi
$899K +$502K +2,150 +127%
BB
1616
Berkshire Bank
Massachusetts
$897K +$30.5K +138 +4%
WC
1617
Whitney & Co
New York
$897K +$9.51K +43 +1%
WLPWM
1618
Walled Lake Planning & Wealth Management
Illinois
$894K +$46.4K +210 +5%
FB
1619
First Bancorp
Maine
$891K +$115K +522 +15%
AFWM
1620
AMJ Financial Wealth Management
Virginia
$889K +$889K +4,023 New
AWA
1621
Archvest Wealth Advisors
California
$889K +$478K +2,162 +116%
OFG
1622
Oxford Financial Group
Indiana
$889K -$62.1K -281 -7%
LA
1623
Legacy Advisors
Pennsylvania
$889K +$29K +131 +3%
FCM
1624
Firestone Capital Management
Florida
$887K +$50K +226 +6%
SC
1625
Stephens Consulting
Michigan
$885K +$663 +3 +0.1%