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 %
IP
1751
Ignite Planners
California
$733K +$102K +460 +16%
LC
1752
LCNB Corp
Ohio
$732K +$1.11K +5 +0.2%
EWA
1753
Encompass Wealth Advisors
Oregon
$731K +$35.8K +162 +5%
BTW
1754
Boston Trust Walden
Massachusetts
$730K
CUAMC
1755
China Universal Asset Management Company
China
$730K +$416K +1,881 +132%
RIG
1756
RiverFront Investment Group
Virginia
$729K +$729K +3,299 New
GLLW
1757
Graves Light Lenhart Wealth
Virginia
$729K +$221 +1 +0%
FNC
1758
First National Corp
Massachusetts
$729K -$10.6K -48 -1%
AIM
1759
Avity Investment Management
Connecticut
$728K -$15.9K -72 -2%
FI
1760
FWG Investments
Kentucky
$728K +$1.77K +8 +0.2%
PMG
1761
ProVise Management Group
Florida
$728K -$3.1K -14 -0.4%
OW
1762
Olistico Wealth
Oklahoma
$727K +$227K +1,025 +45%
BFG
1763
Beacon Financial Group
Texas
$726K +$276K +1,250 +61%
FUBT
1764
First United Bank & Trust
Maryland
$724K -$110K -497 -13%
OF
1765
Outfitter Financial
Maine
$723K -$15.5K -70 -2%
APG
1766
Abacus Planning Group
South Carolina
$723K +$57.7K +261 +9%
SIS
1767
Strategic Investment Solutions
Illinois
$723K -$21.7K -98 -3%
KWM
1768
Kolinsky Wealth Management
New Jersey
$723K +$1.77K +8 +0.2%
ZB
1769
Zions Bancorporation
Utah
$722K -$23K -104 -3%
QWM
1770
Quadcap Wealth Management
Texas
$722K -$109K -491 -13%
SHGA
1771
Sand Hill Global Advisors
California
$721K +$43.8K +198 +6%
TCM
1772
Twin Capital Management
Pennsylvania
$720K +$177K +799 +32%
DFCM
1773
Dark Forest Capital Management
Puerto Rico
$717K +$717K +3,245 New
HR
1774
Howe & Rusling
New York
$715K +$19.5K +88 +3%
MFC
1775
Mechanics Financial Corp
Ohio
$713K