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 %
KWMG
1701
King Wealth Management Group
Florida
$789K -$17.5K -79 -2%
BCFD
1702
Boit C.F. David
$788K
NFA
1703
Northwest Financial Advisors
Virginia
$785K +$281K +1,270 +56%
KCM
1704
Kendall Capital Management
Maryland
$785K +$57.5K +260 +8%
GWA
1705
Geometric Wealth Advisors
District of Columbia
$784K -$442 -2 -0.1%
TVM
1706
True Vision MN
Minnesota
$782K +$52.4K +237 +7%
REMPR
1707
Roof Eidam Maycock Peralta (REMP)
California
$782K
FPFS
1708
First Personal Financial Services
North Carolina
$781K +$28.1K +127 +4%
GI
1709
GS Investments
Minnesota
$779K -$5.53K -25 -0.7%
FPCP
1710
Fort Point Capital Partners
California
$778K +$14.6K +66 +2%
WCAMG
1711
Woodard & Company Asset Management Group
North Carolina
$778K +$111K +500 +17%
SLT
1712
St Louis Trust
Missouri
$774K -$250K -1,132 -24%
SHF
1713
Safe Harbor Fiduciary
Florida
$774K +$774K +3,500 New
TVAMP
1714
Tennessee Valley Asset Management Partners
Tennessee
$772K +$443 +2 +0.1%
IAS
1715
Investment Advisory Services
Texas
$772K +$78.7K +356 +11%
SI
1716
Saxon Interests
Texas
$772K +$41.6K +188 +6%
LAI
1717
Legal Advantage Investments
California
$770K
SPL
1718
Smart Portfolios LLC
Washington
$770K -$11.9K -54 -2%
AA
1719
Auxano Advisors
Washington
$767K +$46K +208 +6%
WKWM
1720
Walter & Keenan Wealth Management
Indiana
$767K +$1.99K +9 +0.3%
VF
1721
Virtu Financial
New York
$766K +$766K +3,465 New
LIA
1722
Lynx Investment Advisory
District of Columbia
$766K +$73.2K +331 +11%
PA
1723
Promethium Advisors
Maryland
$766K +$766K +3,463 New
LAM
1724
Lewis Asset Management
California
$765K +$42K +190 +6%
I2I
1725
Insight 2811 Inc
Illinois
$764K