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 %
ME
2126
McIlrath & Eck
Washington
$442K +$9.95K +45 +2%
FCIM
2127
Fairview Capital Investment Management
California
$442K +$442K +1,998 New
HFAS
2128
Hummer Financial Advisory Services
Illinois
$440K -$11.1K -50 -2%
C
2129
Certuity
Florida
$439K +$40.5K +183 +10%
BMM
2130
Buffington Mohr McNeal
Idaho
$439K
UF
2131
Univest Financial
Pennsylvania
$439K +$439K +1,986 New
FA
2132
Financial Advisors
Massachusetts
$439K
BAM
2133
BOS Asset Management
Illinois
$439K
IA
2134
Inspire Advisors
Idaho
$438K -$3.76K -17 -0.9%
LA
2135
Lakeside Advisors
Washington
$438K -$154K -695 -26%
PWA
2136
Phoenix Wealth Advisors
North Carolina
$437K
FG
2137
Foster Group
Iowa
$437K +$4.2K +19 +1%
BOH
2138
Bank of Hawaii
Hawaii
$437K -$78K -353 -15%
HP
2139
Hyperion Partners
Pennsylvania
$437K -$8.62K -39 -2%
WPP
2140
Whalerock Point Partners
Rhode Island
$435K
EBT
2141
Enterprise Bank & Trust
Massachusetts
$433K +$3.32K +15 +0.8%
WAL
2142
W Advisors LLC
Tennessee
$433K +$2.65K +12 +0.6%
CB
2143
CNB Bank
Pennsylvania
$432K -$51.1K -231 -11%
USB
2144
Union Savings Bank
Connecticut
$432K -$14.4K -65 -3%
PG
2145
Prostatis Group
Maryland
$431K +$70.1K +317 +19%
PA
2146
PSI Advisors
Florida
$431K -$13K -59 -3%
AIA
2147
Arbor Investment Advisors
North Carolina
$431K +$431K +1,950 New
VFA
2148
Voya Financial Advisors
Connecticut
$431K -$109K -494 -20%
SSC
2149
Syverson Strege & Co
Iowa
$428K -$34.7K -157 -7%
SN
2150
Sittner & Nelson
Oregon
$428K -$5.53K -25 -1%