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 %
CCFCSB
2101
Cape Cod Five Cents Savings Bank
Massachusetts
$454K -$37.6K -170 -8%
AIA
2102
Alera Investment Advisors
Illinois
$453K +$67.7K +306 +18%
EIG
2103
Ellenbecker Investment Group
Wisconsin
$453K +$10.2K +46 +2%
KAM
2104
KEB Asset Management
Illinois
$453K +$44.9K +203 +11%
MIG
2105
McGuire Investment Group
Rhode Island
$453K +$2.65K +12 +0.6%
SRB
2106
Shotwell Rutter Baer
Michigan
$452K
PSB
2107
Passumpsic Savings Bank
Vermont
$452K +$16.4K +74 +4%
MGAM
2108
McGowan Group Asset Management
Texas
$452K
EIP
2109
Ellis Investment Partners
Pennsylvania
$452K -$42K -190 -9%
PWM
2110
Paulson Wealth Management
Illinois
$452K +$7.52K +34 +2%
KFI
2111
Key Financial Inc
Pennsylvania
$451K -$9.95K -45 -2%
VAF
2112
Values Added Financial
District of Columbia
$451K +$2.43K +11 +0.5%
SAI
2113
Systematic Alpha Investments
New Jersey
$451K
FDCP
2114
Foster Dykema Cabot & Partners
Massachusetts
$450K
KPWG
2115
KFA Private Wealth Group
Virginia
$446K -$5.31K -24 -1%
NFG
2116
Nadler Financial Group
Illinois
$445K
HWM
2117
Hemington Wealth Management
Virginia
$445K -$20K -97 -4%
CWA
2118
Carolina Wealth Advisors
South Carolina
$445K +$663 +3 +0.1%
DS
2119
DRW Securities
Illinois
$444K -$1.25M -5,675 -74%
HI
2120
Human Investing
Oregon
$444K +$9.95K +45 +2%
OTPPB
2121
Ontario Teachers' Pension Plan Board
Ontario, Canada
$443K -$936K -4,233 -68%
MIM
2122
Moseley Investment Management
Florida
$443K -$12.6K -57 -3%
FA
2123
Faithward Advisors
Pennsylvania
$443K +$3.98K +18 +0.9%
BI
2124
Bramshill Investments
Florida
$442K -$327K -1,479 -43%
EA
2125
Ergawealth Advisors
Illinois
$442K -$884 -4 -0.2%