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 %
MFS
1626
Monetta Financial Services
Illinois
$884K +$884K +4,000 New
IP
1627
Investment Partners
Ohio
$883K -$9.73K -44 -1%
BPWM
1628
Badgley Phelps Wealth Managers
Washington
$883K +$414K +1,874 +88%
FWTB
1629
First Western Trust Bank
Colorado
$881K
QWP
1630
Quotient Wealth Partners
Texas
$880K +$40K +181 +5%
SFSG
1631
Sound Financial Strategies Group
Mississippi
$880K +$10.2K +46 +1%
AI
1632
Accredited Investors
Minnesota
$879K -$20.6K -93 -2%
GJWM
1633
Gilliland Jeter Wealth Management
Arkansas
$877K -$21.9K -99 -2%
BCM
1634
BluePath Capital Management
Georgia
$874K -$107K -484 -11%
WAM
1635
Weatherly Asset Management
California
$872K -$50.6K -229 -5%
WDG
1636
Wealth Dimensions Group
Ohio
$869K -$7.3K -33 -0.8%
AP
1637
Appleton Partners
Massachusetts
$866K -$99.9K -452 -10%
RIM
1638
Reliant Investment Management
Tennessee
$862K +$8.84K +40 +1%
GTAM
1639
Global Trust Asset Management
Florida
$857K +$423K +1,915 +98%
RPCONE
1640
Retirement Planning Company of New England
Rhode Island
$857K +$28.7K +130 +3%
NRI
1641
NFP Retirement Inc
California
$856K -$13.7K -62 -2%
CPC
1642
Congress Park Capital
New York
$854K
CIG
1643
Cullen Investment Group
Louisiana
$854K -$5.09K -23 -0.6%
RI
1644
Rinkey Investments
California
$854K +$1.33K +6 +0.2%
WRPWM
1645
Werba Rubin Papier Wealth Management
California
$852K -$13.9K -63 -2%
WP
1646
WMS Partners
Maryland
$851K +$155K +700 +22%
CICI
1647
Capital Investment Counsel Inc
North Carolina
$850K
CA
1648
Continuum Advisory
Idaho
$850K -$164K -784 -16%
GF
1649
Gries Financial
Ohio
$850K +$107K +483 +14%
SW
1650
SMART Wealth
Nebraska
$850K -$65.2K -295 -7%