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 %
SWP
2151
Summit Wealth Partners
Florida
$428K +$22.3K +101 +6%
MFP
2152
Meridian Financial Partners
Virginia
$426K +$18.8K +85 +5%
GI
2153
Gradient Investments
Minnesota
$425K -$138K -622 -24%
CC
2154
Capital Counsel
New York
$425K +$4.64K +21 +1%
MHR
2155
Matthew Hamilton Rosenberg
$425K
CWP
2156
CFM Wealth Partners
Texas
$424K -$108K -487 -20%
FA
2157
Fagan Associates
New York
$424K
PPW
2158
Pasadena Private Wealth
California
$424K
CWM
2159
Calamos Wealth Management
Illinois
$423K +$4.86K +22 +1%
AIC
2160
Argus Investors Counsel
New York
$422K +$422K +1,907 New
LWM
2161
Lyell Wealth Management
California
$421K
DW30
2162
Drucker Wealth 3.0
New Jersey
$421K +$83.4K +377 +25%
SMWM
2163
Silvia McColl Wealth Management
California
$420K
CWA
2164
Clarity Wealth Advisors
California
$420K +$3.32K +15 +0.8%
ASI
2165
Advisory Services & Investments
Oregon
$420K +$420K +1,899 New
CWA
2166
Clarus Wealth Advisors
Arizona
$420K -$42.9K -189 -9%
LF
2167
Lee Financial
Texas
$420K +$53.9K +244 +15%
VBA
2168
von Borstel & Associates
Oregon
$418K +$418K +1,894 New
VCP
2169
Vista Capital Partners
Oregon
$418K -$30.5K -138 -7%
HCMT
2170
Highland Capital Management (Tennessee)
Tennessee
$417K
LCM
2171
Lazari Capital Management
California
$417K -$19.2K -87 -4%
CBT
2172
Central Bank & Trust
Kentucky
$415K +$14.6K +66 +4%
CFO
2173
CVA Family Office
Colorado
$415K +$17.7K +80 +4%
R
2174
Rebalance
California
$415K +$65.4K +296 +19%
RTC
2175
Riverview Trust Company
Washington
$414K -$7.52K -34 -2%