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 %
BCG
1876
Breakwater Capital Group
New Jersey
$615K -$37.6K -170 -6%
GIM
1877
Guardian Investment Management
California
$613K
TWM
1878
Trueblood Wealth Management
Ohio
$612K +$22.1K +100 +4%
ACM
1879
Aljian Capital Management
Nevada
$611K +$611K +2,763 New
BIP
1880
Blueprint Investment Partners
North Carolina
$611K +$127K +574 +26%
SC
1881
Sapient Capital
Indiana
$608K +$5.53K +25 +0.9%
NAG
1882
Northstar Advisory Group
New Jersey
$608K -$9.06K -41 -1%
MAM
1883
MWA Asset Management
Massachusetts
$607K +$13.9K +63 +2%
FWI
1884
Facet Wealth Inc
Maryland
$604K +$67.7K +325 +13%
MLA
1885
MB, Levis & Associates
Pennsylvania
$603K -$49.3K -223 -8%
HA
1886
HFG Advisors
Ohio
$603K
OIA
1887
Optimum Investment Advisors
Illinois
$603K
SL
1888
Summitry LLC
California
$602K +$125K +566 +26%
PCMC
1889
Private Capital Management (Colorado)
Colorado
$601K +$71K +321 +13%
SAM
1890
Secure Asset Management
Michigan
$600K +$134K +604 +29%
CTB
1891
Country Trust Bank
Illinois
$600K
VIM
1892
Vinva Investment Management
Australia
$599K +$599K +2,711 New
Eagle Capital Management (New York)
1893
Eagle Capital Management (New York)
New York
$597K
CH
1894
Cromwell Holdings
Wyoming
$596K +$663 +3 +0.1%
BC
1895
Barrett & Company
Rhode Island
$594K +$1.11K +5 +0.2%
HPG
1896
Harvest Portfolios Group
Ontario, Canada
$592K -$104K -471 -15%
GSEP
1897
Golden State Equity Partners
California
$592K -$2.06M -9,108 -78%
SA
1898
Strategic Advocates
Utah
$590K +$303K +1,372 +106%
SOAMC
1899
Spirit of America Management Corp
New York
$590K
EWA
1900
EverSource Wealth Advisors
Alabama
$589K +$24.1K +109 +4%