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 %
EHWM
1801
Eads & Heald Wealth Management
Georgia
$692K -$18.6K -84 -3%
BW
1802
BIP Wealth
Georgia
$691K +$168K +762 +32%
EARNEST Partners
1803
EARNEST Partners
Georgia
$691K -$15K -68 -2%
EGM
1804
Engineers Gate Manager
New York
$690K +$116K +525 +20%
BDFN
1805
Bond & Devick Financial Network
Minnesota
$689K +$71.9K +325 +12%
PHS
1806
Pekin Hardy Strauss
Illinois
$686K +$2.21K +10 +0.3%
HHAA
1807
Henry H. Armstrong Associates
Pennsylvania
$684K -$243K -1,101 -26%
CFMC
1808
Curbstone Financial Management Corp
New Hampshire
$683K +$69.9K +316 +11%
KIG
1809
Kennedy Investment Group
New Jersey
$683K -$3.54K -16 -0.5%
SIA
1810
Soltis Investment Advisors
Utah
$683K -$72.9K -330 -10%
LFA
1811
LifeGuide Financial Advisors
Pennsylvania
$683K -$189K -853 -22%
SFP
1812
Sweet Financial Partners
Minnesota
$682K -$11.5K -52 -2%
FAFN
1813
First Affirmative Financial Network
Colorado
$680K +$28.3K +128 +4%
LTAS
1814
Linden Thomas Advisory Services
North Carolina
$680K +$165K +747 +32%
RC
1815
Reik & Co
New York
$679K
JWBC
1816
J.W. Burns & Co
New York
$679K +$111K +500 +19%
CA
1817
Callahan Advisors
Texas
$679K
EGA
1818
E&G Advisors
Texas
$679K
PBO
1819
Peoples Bank (Ohio)
Ohio
$678K -$84.9K -384 -11%
HTIM
1820
Harbour Trust & Investment Management
Indiana
$678K -$56.8K -257 -8%
CFFP
1821
Center for Financial Planning
Michigan
$677K
VC
1822
Vicus Capital
Pennsylvania
$676K -$110K -499 -14%
CEI
1823
Clark Estates Inc
New York
$675K
B
1824
Bellecapital
Switzerland
$673K +$5.53K +25 +0.8%
KIM
1825
Kestra Investment Management
Texas
$672K +$672K +3,041 New