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 %
WA1
1676
Wimmer Associates 1
California
$809K
CCG
1677
Catalina Capital Group
California
$807K +$115K +521 +17%
HKAM
1678
Horizon Kinetics Asset Management
New York
$807K
BIC
1679
Beach Investment Counsel
Pennsylvania
$806K -$11.1K -50 -1%
S
1680
Sachetta
Massachusetts
$806K +$151K +684 +23%
OHWP
1681
Oak Harbor Wealth Partners
North Carolina
$805K +$884 +4 +0.1%
TCM
1682
Telos Capital Management
California
$803K +$41.1K +186 +5%
CAAM
1683
Cornerstone Advisors Asset Management
Pennsylvania
$802K
ATWA
1684
Arbor Trust Wealth Advisors
Michigan
$801K
BCP
1685
Blue Chip Partners
Michigan
$800K +$125K +566 +19%
GSB
1686
Greenfield Savings Bank
Massachusetts
$799K -$663 -3 -0.1%
KFGK
1687
Keystone Financial Group (Kentucky)
Kentucky
$799K +$90.2K +408 +13%
GC
1688
Gilbert & Cook
Iowa
$798K -$1.11K -5 -0.1%
Capstone Investment Advisors
1689
Capstone Investment Advisors
New York
$797K +$260K +1,178 +48%
MW
1690
MBL Wealth
North Carolina
$797K +$291K +1,318 +58%
NHT
1691
New Hampshire Trust
New Hampshire
$796K
DWM
1692
Dopkins Wealth Management
New York
$796K -$66.3K -300 -8%
MCM
1693
Maple Capital Management
Vermont
$795K -$41.8K -189 -5%
FAG
1694
Fortitude Advisory Group
Washington
$794K
OFS
1695
Oldfather Financial Services
Nebraska
$793K +$4.42K +20 +0.6%
SWMP
1696
Signature Wealth Management Partners
New Jersey
$793K +$221 +1 +0%
LI
1697
Lafayette Investments
Maryland
$792K
HFRG
1698
Houlihan Financial Resource Group
Virginia
$792K +$792K +3,583 New
SC
1699
Sawyer & Company
Massachusetts
$791K -$18.1K -82 -2%
ML
1700
McAdam LLC
Pennsylvania
$789K +$11.5K +52 +1%