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 %
SEP
2051
Southland Equity Partners
Missouri
$487K -$442 -2 -0.1%
CBT
2052
CoreFirst Bank & Trust
Kansas
$485K
FM
2053
Family Management
New York
$484K +$2.21K +10 +0.5%
UAML
2054
US Asset Management LLC
Pennsylvania
$484K -$6.33K -30 -1%
FVWA
2055
Foster Victor Wealth Advisors
South Carolina
$483K +$23.4K +100 +5%
FHC
2056
First Heartland Consultants
Missouri
$482K +$1.33K +6 +0.3%
LA
2057
LVW Advisors
New York
$481K +$96.6K +437 +25%
IF
2058
Integrity Financial
Wyoming
$481K +$133K +600 +38%
MAP
2059
Moody Aldrich Partners
Massachusetts
$480K
KAS
2060
KPP Advisory Services
Kentucky
$479K +$26.8K +121 +6%
SFP
2061
Sterling Financial Planning
New Jersey
$479K -$7.52K -34 -2%
AFT
2062
Alpha Family Trust
California
$479K
CCA
2063
Childress Capital Advisors
Texas
$478K +$46.2K +209 +11%
DIP
2064
Davis Investment Partners
North Carolina
$478K +$3.08K +14 +0.6%
AIM
2065
Acropolis Investment Management
Missouri
$477K -$47.5K -215 -9%
AL
2066
Arnhold LLC
New York
$477K
PIM
2067
Progressive Investment Management
Oregon
$475K
FMN
2068
Financial Management Network
California
$474K +$2.03K +9 +0.4%
IGAM
2069
iA Global Asset Management
Quebec, Canada
$474K -$353K -1,596 -43%
DMKJ
2070
David M. Knott Jr
$474K
TW
2071
TritonPoint Wealth
Maryland
$473K -$72.2K -327 -13%
GWM
2072
Glass Wealth Management
Texas
$472K +$1.77K +8 +0.4%
BFPW
2073
BOK Financial Private Wealth
Colorado
$472K +$113K +511 +32%
PB
2074
Pinnacle Bancorp
Nebraska
$471K
MLFP
2075
MPS Loria Financial Planners
Illinois
$470K -$35.1K -159 -7%