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 %
FZCM
2226
Flynn Zito Capital Management
New York
$389K -$8.85K -40 -2%
RIM
2227
Rockbridge Investment Management
New York
$389K +$70.7K +320 +22%
TP
2228
Tranquility Partners
Tennessee
$388K -$955K -4,320 -71%
HWA
2229
HCR Wealth Advisors
California
$388K
GITFIT
2230
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$387K
CCM
2231
Coerente Capital Management
Ontario, Canada
$387K
PTB
2232
Pioneer Trust Bank
Oregon
$386K
W
2233
Wealthquest
Ohio
$386K
MC
2234
Middleton & Co
Massachusetts
$385K
TSWM
2235
Triangle Securities Wealth Management
North Carolina
$385K -$6.41K -29 -2%
TIA
2236
Tiemann Investment Advisors
California
$385K -$22.1K -100 -5%
CWA
2237
Continuum Wealth Advisors
New York
$385K -$21.7K -98 -5%
IWM
2238
Integris Wealth Management
California
$384K +$44.2K +200 +13%
MA
2239
MAS Advisors
Florida
$384K
TCWM
2240
Total Clarity Wealth Management
Illinois
$384K -$2.43K -11 -0.6%
BAMG
2241
Brand Asset Management Group
Missouri
$383K +$31.4K +142 +9%
AC
2242
AlphaCore Capital
California
$382K +$7.3K +33 +2%
AC
2243
ASB Consultores
Florida
$382K +$53.5K +242 +16%
NWMG
2244
Nicholson Wealth Management Group
South Carolina
$382K +$382K +1,727 New
TFP
2245
Triune Financial Partners
Kansas
$381K
AWM
2246
Ariadne Wealth Management
California
$381K -$53.4K -250 -12%
RP
2247
Rice Partnership
Hawaii
$379K -$4.87K -22 -1%
WA
2248
Wambolt & Associates
Colorado
$379K -$34.5K -157 -8%
BFA
2249
Bright Financial Advisors
Michigan
$379K +$36.9K +167 +11%
FNWA
2250
Financial Network Wealth Advisors
Utah
$379K -$5.97K -27 -2%