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 %
FMTC
2026
Farmers & Merchants Trust Company
California
$503K -$58.6K -265 -10%
KIG
2027
Kowal Investment Group
Wisconsin
$503K +$29.6K +134 +6%
RWM
2028
Rench Wealth Management
Texas
$502K -$394K -1,784 -44%
FFG
2029
Fiduciary Financial Group
California
$501K +$49.6K +217 +11%
ES
2030
Eagle Strategies
New York
$501K -$29.2K -132 -6%
RPWA
2031
Regent Peak Wealth Advisors
Georgia
$500K +$8.18K +37 +2%
CPSAC
2032
Chas P. Smith & Associates (CPS)
Florida
$500K +$30.3K +137 +6%
WFAG
2033
Wescott Financial Advisory Group
Pennsylvania
$500K +$3.76K +17 +0.8%
EAM
2034
Evanson Asset Management
California
$498K +$34.3K +155 +7%
WW
2035
Waterfront Wealth
Kansas
$498K +$8.69K +41 +2%
FIM
2036
Fruth Investment Management
Texas
$496K -$110K -500 -18%
WAAG
2037
Wealth Alliance Advisory Group
Kansas
$496K -$730K -3,301 -60%
YCG
2038
Yeomans Consulting Group
Georgia
$495K +$141K +639 +40%
LMKC
2039
L.M. Kohn & Company
Ohio
$495K +$56.4K +255 +13%
GEA
2040
Glen Eagle Advisors
New Jersey
$494K +$442 +2 +0.1%
MCA
2041
MSH Capital Advisors
Arizona
$494K
GD
2042
Grandfield & Dodd
New York
$493K
BCM
2043
Buckhead Capital Management
Georgia
$492K -$11.1K -50 -2%
CRI
2044
Colonial River Investments
Virginia
$491K -$291K -1,316 -37%
MCA
2045
Magnolia Capital Advisors
Mississippi
$490K +$490K +2,218 New
CWM
2046
Centric Wealth Management
Illinois
$490K -$22.4K -105 -4%
MAG
2047
MRA Advisory Group
New Jersey
$489K +$107K +484 +28%
AWM
2048
AllSquare Wealth Management
New York
$488K
ACP
2049
Aveo Capital Partners
Colorado
$488K -$442 -2 -0.1%
LAM
2050
Lifestyle Asset Management
Texas
$488K +$37.6K +170 +8%