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 %
MWA
1851
Monograph Wealth Advisors
California
$645K +$113K +510 +21%
CAWM
1852
Capital Advisors Wealth Management
Washington
$644K +$118K +532 +22%
SCA
1853
Sandy Cove Advisors
Massachusetts
$642K +$14.6K +66 +2%
DIM
1854
DLK Investment Management
California
$640K
HCMG
1855
Howard Capital Management Group
California
$638K +$27.6K +125 +5%
MFC
1856
Morris Financial Concepts
South Carolina
$638K
AAIM
1857
Asset Advisors Investment Management
Georgia
$637K +$8.84K +40 +1%
CBB
1858
Citizens Business Bank
California
$637K -$134K -606 -17%
HIC
1859
Harvey Investment Company
Kentucky
$637K
QFA
1860
Quantum Financial Advisors
California
$637K +$199K +900 +45%
PA
1861
Planning Alternatives
Michigan
$634K -$2.43K -11 -0.4%
VCM
1862
Virtue Capital Management
Tennessee
$634K -$42K -190 -6%
FFA
1863
First Foundation Advisors
California
$634K +$218K +987 +53%
AWM
1864
Aberdeen Wealth Management
Illinois
$632K -$22.1K -100 -3%
FBT
1865
First Bankers Trust
Kentucky
$631K
DOA
1866
D'Orazio & Associates
Virginia
$629K +$884 +4 +0.1%
BLC
1867
Brown, Lisle/Cummings
Rhode Island
$629K -$7.08K -32 -1%
OCPWS
1868
One Charles Private Wealth Services
Massachusetts
$628K
SI
1869
Seeds Investor
New York
$626K +$229K +1,037 +58%
AIP
1870
ARS Investment Partners
New York
$624K +$133K +600 +27%
GG
1871
Greenwood Gearhart
Arkansas
$622K +$1.99K +9 +0.3%
MFG
1872
Magnus Financial Group
New York
$622K +$1.99K +9 +0.3%
CGA
1873
Crescent Grove Advisors
Illinois
$622K
KLCM
1874
KG&L Capital Management
Louisiana
$621K -$865K -3,934 -58%
RPGK
1875
Retirement Planning Group (Kansas)
Kansas
$618K +$618K +2,796 New