2,911 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, 1,090 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,911
Holders Change
+174
Holders Change %
+6.36%
% of All Funds
42.11%
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
1,090
Closed
89
Calls
$4.17B
Puts
$2.75B
Net Calls
+$1.41B
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$42.7M -$4.09M -18,503 -9%
EAM
202
Erste Asset Management
Austria
$41.6M -$3.86M -17,473 -8%
CAM
203
Cresset Asset Management
Illinois
$41.6M +$1.92M +8,663 +5%
CNB
204
Czech National Bank
Czech Republic
$41.5M +$2.79M +12,599 +7%
II
205
IFM Investors
Australia
$41.2M -$31.6K -143 -0.1%
VHAM
206
Van Hulzen Asset Management
California
$41.2M -$16.6M -74,975 -29%
AB
207
Amalgamated Bank
New York
$40.7M -$238K -1,078 -0.6%
MPMG
208
Minneapolis Portfolio Management Group
Minnesota
$40.2M -$1.21M -5,476 -3%
WP
209
Woodline Partners
California
$40.2M +$40.2M +181,720 New
KAS
210
Kestra Advisory Services
Texas
$39.2M -$4.28M -19,351 -10%
YCM
211
Yousif Capital Management
Michigan
$38.7M -$605K -2,735 -2%
Calamos Advisors
212
Calamos Advisors
Illinois
$38.5M +$3.1M +14,022 +9%
BS
213
Banco Santander
Spain
$38.2M +$90K +407 +0.2%
GT
214
Glenmede Trust
Pennsylvania
$37.6M -$133K -603 -0.4%
Lazard Asset Management
215
Lazard Asset Management
New York
$37.3M -$27.9M -126,054 -43%
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$37.2M +$2.84M +12,865 +8%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$37.1M -$284K -1,284 -0.8%
PAG
218
Private Advisor Group
New Jersey
$36.8M -$1.3M -5,848 -3%
MML Investors Services
219
MML Investors Services
Massachusetts
$36.6M +$1.55M +7,021 +4%
RPI
220
Railway Pension Investments
United Kingdom
$36.5M +$25.3M +114,500 +226%
Kayne Anderson Rudnick Investment Management
221
Kayne Anderson Rudnick Investment Management
California
$35.8M +$1.23M +5,554 +4%
MAM
222
Martingale Asset Management
Massachusetts
$35.7M -$1.68M -7,596 -4%
NW
223
NewEdge Wealth
Pennsylvania
$35.7M +$5.27M +23,855 +17%
CB
224
Commerce Bank
Missouri
$35.4M -$1.51M -6,832 -4%
Credit Agricole
225
Credit Agricole
France
$35M +$4.62M +20,906 +15%