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 %
HB
2001
HTLF Bank
Colorado
$518K -$58.6K -265 -10%
MWC
2002
MBM Wealth Consultants
Missouri
$517K -$4.2K -19 -0.8%
WOSD
2003
WFA of San Diego
California
$516K
TCWA
2004
Turtle Creek Wealth Advisors
Texas
$516K +$239K +1,081 +86%
TWP
2005
Tower Wealth Partners
Pennsylvania
$515K +$66.3K +300 +15%
RWM
2006
RBA Wealth Management
California
$514K -$3.32K -15 -0.6%
CHAM
2007
Clear Harbor Asset Management
Connecticut
$514K +$87.3K +395 +20%
RCI
2008
RS Crum Inc
California
$513K +$31K +140 +6%
LWA
2009
Lineweaver Wealth Advisors
Ohio
$513K +$1.55K +7 +0.3%
KOC
2010
Koss-Olinger Consulting
Florida
$512K +$13.9K +63 +3%
Fidelity International
2011
Fidelity International
Bermuda
$511K +$56.2K +254 +12%
CPA
2012
Court Place Advisors
Maryland
$510K
PMSA
2013
Patrick M. Sweeney & Associates
Illinois
$510K -$1.11K -5 -0.2%
HWM
2014
Horizon Wealth Management
Illinois
$510K +$24.8K +112 +5%
DWM
2015
Destination Wealth Management
California
$508K +$49.1K +222 +11%
LPAM
2016
Lodestar Private Asset Management
California
$508K -$663 -3 -0.1%
OC
2017
Oakworth Capital
Alabama
$507K +$120K +544 +31%
GXJ
2018
Global X Japan
Japan
$507K -$7.96K -36 -2%
NQWM
2019
Northwest Quadrant Wealth Management
Oregon
$507K +$1.77K +8 +0.4%
MBTD
2020
Mechanics Bank - Trust Department
California
$506K -$8.18K -37 -2%
LIG
2021
Lokken Investment Group
Delaware
$505K +$2.43K +11 +0.5%
CWA
2022
CM Wealth Advisors
Ohio
$505K
SAA
2023
Southeast Asset Advisors
Georgia
$505K
UB
2024
Umpqua Bank
Oregon
$504K +$20.8K +94 +4%
GWAM
2025
Guardian Wealth Advisors (Minnesota)
Minnesota
$503K -$221 -1 -0%