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 %
VWA
1901
Visionary Wealth Advisors
Illinois
$588K +$27.9K +126 +5%
FF
1902
Financial Futures
New Jersey
$588K -$22.6K -102 -4%
FF
1903
Francis Financial
$587K +$23.4K +106 +4%
FBB
1904
Fulton Breakefield Broenniman
Maryland
$586K +$442 +2 +0.1%
OWA
1905
Opal Wealth Advisors
New York
$585K -$5.53K -25 -0.9%
FA
1906
Fiduciary Alliance
South Carolina
$584K +$217K +983 +59%
RIA
1907
Retirement Investment Advisors
Oklahoma
$584K +$117K +528 +25%
FOA
1908
Five Oceans Advisors
California
$583K +$77.4K +350 +15%
OCM
1909
Orion Capital Management
California
$581K +$11.1K +50 +2%
FIB
1910
First Interstate Bank
Montana
$581K +$185K +839 +47%
LGA
1911
Lebenthal Global Advisors
New York
$581K -$217K -981 -27%
PM
1912
Penbrook Management
New York
$580K -$238K -1,075 -29%
TWM
1913
TriaGen Wealth Management
California
$579K -$22.1K -100 -4%
TIM
1914
Tortoise Investment Management
New York
$578K +$3.1K +14 +0.5%
WIC
1915
Woodmont Investment Counsel
Tennessee
$577K
LFM
1916
LGT Fund Management
Liechtenstein
$576K +$246K +1,121 +75%
AA
1917
Aire Advisors
California
$575K -$8.4K -38 -1%
FWA
1918
FSM Wealth Advisors
Ohio
$574K +$39.3K +178 +7%
EIA
1919
Eldridge Investment Advisors
New Hampshire
$574K +$81.1K +367 +16%
QPWM
1920
Quadrant Private Wealth Management
Pennsylvania
$574K +$84.5K +382 +17%
6F
1921
626 Financial
Michigan
$572K
TCM
1922
Towercrest Capital Management
Pennsylvania
$572K +$221 +1 +0%
GFP
1923
Gryphon Financial Partners
Ohio
$571K -$9.95K -45 -2%
DAM
1924
Doheny Asset Management
California
$571K
TC
1925
Truvestments Capital
Florida
$570K +$65K +294 +13%