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 %
HFP
1726
Holistic Financial Partners
Indiana
$763K +$219K +990 +40%
SMC
1727
Smith, Moore & Co
Missouri
$762K +$13.3K +60 +2%
LWM
1728
Laidlaw Wealth Management
New York
$762K -$52.8K -239 -6%
EBA
1729
Eagle Bay Advisors
New York
$762K -$22.6K -102 -3%
GWA
1730
Gratus Wealth Advisors
Virginia
$758K -$7.72K -34 -1%
WQ
1731
Wealth Quarterback
New Jersey
$757K -$9.95K -45 -1%
SFG
1732
SNS Financial Group
Minnesota
$755K -$21K -95 -3%
KFS
1733
Kurt F. Somerville
$754K
SFG
1734
Shum Financial Group
California
$753K +$753K +3,630 New
GFA
1735
Gallagher Fiduciary Advisors
Illinois
$752K +$114K +516 +18%
CP
1736
Creekside Partners
California
$748K +$1.33K +6 +0.2%
PTP
1737
Platform Technology Partners
New York
$747K -$15.5K -70 -2%
TFF
1738
The Family Firm
Maryland
$747K +$1.11K +5 +0.1%
OWP
1739
ORG Wealth Partners
Texas
$747K +$747K +3,377 New
CPA
1740
Cardiff Park Advisors
California
$743K +$743K +3,362 New
BWP
1741
BSW Wealth Partners
Colorado
$743K -$704K -3,183 -49%
BFG
1742
Baron Financial Group
New Jersey
$740K +$884 +4 +0.1%
DTC
1743
Davidson Trust Company
Washington
$739K +$171K +775 +30%
LWP
1744
LMG Wealth Partners
Louisiana
$738K -$34.5K -156 -4%
VFP
1745
Verus Financial Partners
Virginia
$738K +$1.76K +8 +0.2%
HTHT
1746
Hemenway Trust Hemenway Trust
New Hampshire
$738K -$45.3K -205 -6%
HCM
1747
Hutchinson Capital Management
California
$737K -$1.11K -5 -0.1%
OC
1748
Opinicus Capital
Florida
$737K +$4.42K +20 +0.6%
GPA
1749
Garrison Point Advisors
California
$734K
IF
1750
Intrua Financial
Texas
$733K -$268K -1,212 -27%