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 %
HAM
1776
Harmony Asset Management
Arizona
$713K -$102K -460 -12%
BFG
1777
Bouchey Financial Group
New York
$711K +$9.73K +44 +1%
TLP
1778
Trinity Legacy Partners
Texas
$709K
RCA
1779
Resonant Capital Advisors
Wisconsin
$709K +$36.9K +167 +5%
RFP
1780
Roth Financial Partners
Texas
$707K -$6.63K -30 -0.9%
DG
1781
DMC Group
Alabama
$706K +$15.9K +72 +2%
MHWM
1782
Montz Harcus Wealth Management
Louisiana
$706K +$9.06K +41 +1%
CA
1783
Cornerstone Advisory
Maryland
$706K +$15K +68 +2%
BWA
1784
BlueSky Wealth Advisors
North Carolina
$704K
BFC
1785
Bedel Financial Consulting
Indiana
$704K -$11.1K -50 -2%
PWP
1786
Private Wealth Partners
California
$704K +$174K +785 +33%
APA
1787
Astoria Portfolio Advisors
New York
$703K +$30.8K +132 +5%
TIA
1788
Traphagen Investment Advisors
New Jersey
$702K -$33.8K -153 -5%
BAM
1789
Bosun Asset Management
Illinois
$702K -$5.53K -25 -0.8%
WIM
1790
Warwick Investment Management
Texas
$701K -$5.75K -26 -0.8%
WJA
1791
Willis Johnson & Associates
Texas
$699K +$7.74K +35 +1%
WA
1792
WBH Advisory
Maryland
$699K +$10.4K +47 +2%
IAG
1793
Investment Advisory Group
Massachusetts
$699K +$67.9K +307 +11%
LSIA
1794
LaSalle St. Investment Advisors
Illinois
$698K +$108K +489 +18%
DIA
1795
Dana Investment Advisors
Wisconsin
$695K -$16.1K -73 -2%
SWA
1796
SOA Wealth Advisors
New York
$694K +$30.7K +139 +5%
ITIM
1797
Indiana Trust & Investment Management
Indiana
$694K -$9.95K -45 -1%
ACM
1798
Allred Capital Management
Texas
$694K +$19.2K +87 +3%
NPF
1799
Norris Perne & French
Michigan
$693K -$11.1K -50 -2%
MCM
1800
MV Capital Management
Maryland
$693K +$4.64K +21 +0.7%