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 %
AA
1951
Alta Advisers
United Kingdom
$553K +$22.1K +100 +4%
FCM
1952
Fourpath Capital Management
Oklahoma
$553K +$553K +2,500 New
BPAMU
1953
BTG Pactual Asset Management US
New York
$552K +$552K +2,499 New
WCG
1954
Weaver Consulting Group
California
$552K -$47.5K -215 -8%
AAG
1955
Armstrong Advisory Group
Massachusetts
$552K -$118K -534 -18%
TAM
1956
Trillium Asset Management
Massachusetts
$551K +$221 +1 +0%
TCBWMS
1957
Texas Capital Bank Wealth Management Services
Texas
$550K -$38.5K -174 -7%
NPP
1958
New Potomac Partners
Maryland
$549K
UAS
1959
United Asset Strategies
New York
$549K -$6.19K -28 -1%
AG
1960
AlTi Global
New York
$548K -$419K -1,897 -43%
BIG
1961
Builder Investment Group
Georgia
$547K
FIC
1962
FCG Investment Company
Tennessee
$546K -$15.5K -70 -3%
WAG
1963
Wallace Advisory Group
California
$545K
BIA
1964
Bigelow Investment Advisors
Maine
$545K
DSN
1965
D. Scott Neal
Kentucky
$545K -$663 -3 -0.1%
CT
1966
Coastline Trust
Rhode Island
$545K
MCM
1967
Magnolia Capital Management
New York
$543K
SC
1968
Sinecera Capital
Texas
$542K +$2.43K +11 +0.5%
NRG
1969
Nemes Rush Group
Michigan
$542K +$573 +3 +0.1%
SCG
1970
Sonata Capital Group
Washington
$541K -$84.1K -380 -13%
WCFA
1971
Walkner Condon Financial Advisors
Wisconsin
$540K -$21K -95 -4%
BFA
1972
Brendel Financial Advisors
New Hampshire
$539K
BWP
1973
Balboa Wealth Partners
Arizona
$537K +$201K +910 +60%
TSWM
1974
Tyler-Stone Wealth Management
Ohio
$537K +$294K +1,332 +122%
RWB
1975
RMR Wealth Builders
New Jersey
$536K +$22.3K +101 +4%