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 %
MSWM
1826
McGlone Suttner Wealth Management
Wisconsin
$672K +$149K +674 +28%
HAC
1827
Harbor Advisory Corp
New Hampshire
$671K
FNBSF
1828
First National Bank Sioux Falls
South Dakota
$669K
CHA
1829
Cooper/Haims Advisors
New York
$668K -$22.1K -100 -3%
PSB
1830
Piscataqua Savings Bank
New Hampshire
$666K -$11.1K -50 -2%
AWM
1831
Angeles Wealth Management
California
$666K +$50K +226 +8%
KLWA
1832
Kelly Lawrence W & Associates
California
$665K +$177K +800 +36%
WFA
1833
WMG Financial Advisors
Tennessee
$663K +$12.4K +56 +2%
AWA
1834
Amplius Wealth Advisors
Pennsylvania
$662K +$221 +1 +0%
LPT
1835
Legacy Private Trust
Wisconsin
$662K -$221 -1 -0%
LW
1836
Libra Wealth
California
$661K
MTC
1837
McDaniel Terry & Co
Texas
$661K +$1.11K +5 +0.2%
EFSCE
1838
Enterprise Financial Services Corp (EFSC)
Missouri
$659K -$20.1K -91 -3%
SFC
1839
Strategic Financial Concepts
Texas
$658K -$104M -469,404 -99%
RFG
1840
Range Financial Group
Oregon
$657K -$963K -4,356 -59%
FSC
1841
Full Sail Capital
Oklahoma
$657K -$82.7K -374 -11%
SRIM
1842
Saratoga Research & Investment Management
California
$656K
CIA
1843
Cohen Investment Advisors
New Hampshire
$654K -$113K -513 -15%
HCM
1844
Hengehold Capital Management
Ohio
$654K -$170K -769 -21%
NWA
1845
Navis Wealth Advisors
New York
$653K -$8.84K -40 -1%
SKK
1846
Shepherd Kaplan Krochuk
Massachusetts
$652K +$239K +1,080 +58%
EW
1847
Evoke Wealth
California
$652K +$652K +2,947 New
OCM
1848
One Capital Management
California
$651K +$8.62K +39 +1%
PAS
1849
Professional Advisory Services
Florida
$648K
TWP
1850
Tyche Wealth Partners
Texas
$645K +$2.87K +13 +0.4%