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 %
FAM
1926
Fenimore Asset Management
New York
$569K
RWP
1927
Revolve Wealth Partners
New Jersey
$568K +$204K +925 +56%
Two Sigma Investments
1928
Two Sigma Investments
New York
$567K -$823K -3,724 -59%
CCG
1929
Chatham Capital Group
Georgia
$567K
CFG
1930
CKW Financial Group
Hawaii
$565K +$2.63K +12 +0.5%
WCM
1931
Windsor Capital Management
Arizona
$563K -$5.09K -23 -0.9%
OL
1932
Optas LLC
Texas
$563K +$64.3K +291 +13%
SSW
1933
Smith Shellnut Wilson
Mississippi
$559K +$1.11K +5 +0.2%
BWM
1934
Brophy Wealth Management
New Hampshire
$559K +$559K +2,526 New
LI
1935
LVZ Inc
Michigan
$558K -$41.6K -188 -7%
WAM
1936
WNY Asset Management
New York
$557K -$431K -1,949 -44%
CC
1937
Cadinha & Co
Hawaii
$557K +$557K +2,520 New
LA
1938
LM Advisors
California
$557K
WA
1939
Wealthstream Advisors
New York
$557K +$64.1K +290 +13%
BA
1940
Ballast Advisors
Minnesota
$556K -$56.8K -257 -9%
PAM
1941
Pegasus Asset Management
New York
$556K
CWC
1942
Carolinas Wealth Consulting
North Carolina
$555K +$7.74K +35 +1%
BWAM
1943
Boyd Watterson Asset Management
Ohio
$555K -$8.84K -40 -2%
SA
1944
SRN Advisors
Pennsylvania
$555K -$482K -2,180 -46%
PGIM
1945
Pacific Global Investment Management
California
$554K -$1.11K -5 -0.2%
WG
1946
Wealth Group
North Carolina
$554K -$156K -705 -22%
EFG
1947
Ethos Financial Group
Pennsylvania
$554K +$5.09K +23 +0.9%
WBCM
1948
Wilson & Boucher Capital Management
California
$553K -$11.1K -50 -2%
WP
1949
WealthShield Partners
North Carolina
$553K -$442 -2 -0.1%
PIP
1950
Peachtree Investment Partners
Florida
$553K +$553K +2,501 New