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 %
KFS
1651
Keynote Financial Services
Connecticut
$849K -$4.42K -20 -0.5%
HAS
1652
HBW Advisory Services
California
$846K -$87.8K -397 -9%
TNB
1653
Thomasville National Bank
Georgia
$846K +$166K +752 +24%
IPW
1654
Invictus Private Wealth
Colorado
$845K -$13.9K -63 -2%
WC
1655
Weil Company
California
$841K +$221 +1 +0%
ICP
1656
Interchange Capital Partners
Pennsylvania
$839K -$118K -535 -12%
FFG
1657
Fortem Financial Group
California
$838K +$838K +3,790 New
ARC
1658
Advisor Resource Council
Texas
$836K +$836K +3,782 New
WA
1659
Wealth Architects
California
$835K -$884 -4 -0.1%
IFWM
1660
Institute for Wealth Management
Colorado
$834K -$33.6K -152 -4%
PS
1661
Planned Solutions
California
$833K +$6.41K +29 +0.8%
WFI
1662
West Family Investments
California
$832K +$173K +782 +26%
SPC
1663
Spirepoint Private Client
Florida
$831K +$7.52K +34 +0.9%
NED
1664
Nancy E. Dempze
$831K +$544K +2,460 +189%
MWM
1665
Massachusetts Wealth Management
Massachusetts
$831K +$831K +3,760 New
CSB
1666
City State Bank
Iowa
$829K -$55.9K -253 -6%
FCAS
1667
First Command Advisory Services
Texas
$826K +$31.8K +144 +4%
OFS
1668
OneAscent Financial Services
Alabama
$825K +$825K +3,732 New
MIM
1669
MTM Investment Management
South Carolina
$820K -$35.9K -159 -4%
EHC
1670
Everett Harris & Co
California
$815K -$11.1K -50 -1%
JC
1671
JB Capital
Connecticut
$814K +$6.63K +30 +0.8%
SAM
1672
SignalPoint Asset Management
Missouri
$813K -$35.3K -160 -4%
CWG
1673
Cornerstone Wealth Group
North Carolina
$812K +$17.7K +80 +2%
MPIA
1674
Mountain Pacific Investment Advisers
Idaho
$812K
MAM
1675
Mirabaud Asset Management
United Kingdom
$809K +$809K +3,664 New