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 %
AFAS
1976
Acorn Financial Advisory Services
Virginia
$536K
COCM
1977
Charter Oak Capital Management
New Hampshire
$536K +$42K +190 +9%
GFG
1978
Goldstone Financial Group
Illinois
$535K +$265K +1,201 +98%
BCMLT
1979
Beacon Capital Management LLC (Tennessee)
Tennessee
$535K
OL
1980
OneFund LLC
Florida
$535K +$5.31K +24 +1%
SPWM
1981
Schrum Private Wealth Management
Florida
$534K +$267K +1,208 +100%
AAP
1982
Aristotle Atlantic Partners
Florida
$531K
MJRIC
1983
Mogy Joel R Investment Counsel
California
$531K
QPBE
1984
Quintet Private Bank (Europe)
Luxembourg
$530K +$40.5K +183 +8%
FFWM
1985
Future Financial Wealth Management
Ohio
$529K +$663 +3 +0.1%
RP
1986
Rowlandmiller & Partners
Georgia
$529K +$8.84K +40 +2%
AIS
1987
AM Investment Strategies
Tennessee
$528K +$1.77K +8 +0.3%
PA
1988
Prossimo Advisors
California
$528K +$20.6K +93 +4%
SAW
1989
Signal Advisors Wealth
Michigan
$528K +$528K +2,387 New
PSCM
1990
Per Stirling Capital Management
Texas
$526K -$18.3K -83 -3%
MHIC
1991
Marble Harbor Investment Counsel
Massachusetts
$525K -$15.5K -70 -3%
NCM
1992
Novare Capital Management
North Carolina
$524K -$7.52K -34 -1%
FSA
1993
Financial Security Advisor
Virginia
$523K +$3.32K +15 +0.6%
WB
1994
West Bancorporation
Iowa
$523K
CWM
1995
Chesapeake Wealth Management
Virginia
$522K +$39.6K +179 +8%
ACP
1996
Aviance Capital Partners
Florida
$521K
PEA
1997
Park Edge Advisors
Ohio
$520K
III
1998
Independent Investors Inc
New York
$520K
WGC
1999
Watts Gwilliam & Co
Arizona
$519K +$519K +2,269 New
TF
2000
Talbot Financial
Washington
$518K