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 %
PWM
2251
Prosperity Wealth Management
California
$378K -$8.84K -40 -2%
MPM
2252
MBB Public Markets
Illinois
$378K -$14M -63,523 -97%
ACGA
2253
Atlanta Consulting Group Advisors
Georgia
$376K +$14.8K +67 +4%
MCCP
2254
Mission Creek Capital Partners
California
$376K -$105K -473 -22%
HIA
2255
HTG Investment Advisors
Connecticut
$376K +$6.19K +28 +2%
PRWA
2256
Platte River Wealth Advisors
Colorado
$376K
EDRIA
2257
Edmonds Duncan Registered Investment Advisors
Kansas
$375K +$1.77K +8 +0.5%
CWM
2258
Campbell Wealth Management
Virginia
$375K +$375K +1,698 New
BTWM
2259
Baker Tilly Wealth Management
Wisconsin
$375K -$262K -1,183 -41%
MWM
2260
Merriman Wealth Management
Washington
$375K -$65.4K -296 -15%
APWA
2261
Atlas Private Wealth Advisors
New Jersey
$375K +$2.43K +11 +0.7%
NA
2262
Nordwand Advisors
Pennsylvania
$375K
OBWP
2263
O'Brien Wealth Partners
Massachusetts
$373K +$663 +3 +0.2%
WCM
2264
Wedge Capital Management
North Carolina
$371K -$20.1K -91 -5%
JCM
2265
Jag Capital Management
Missouri
$371K -$663 -3 -0.2%
SWM
2266
Seed Wealth Management
Illinois
$371K
AFG
2267
ABLE Financial Group
Arizona
$370K
PP
2268
PFS Partners
New Jersey
$369K -$3.98K -18 -1%
BBNB
2269
Baker Boyer National Bank
Washington
$368K +$4.42K +20 +1%
VFPW
2270
Vantage Financial Partners (Wisconsin)
Wisconsin
$367K +$20.3K +92 +6%
JPWM
2271
Jamison Private Wealth Management
Georgia
$367K +$1.55K +7 +0.4%
CFGA
2272
Cambridge Financial Group (Arizona)
Arizona
$367K -$5.53K -25 -1%
NSB
2273
Norway Savings Bank
Maine
$367K
MAM
2274
Marotta Asset Management
Virginia
$367K -$13.3K -60 -3%
GIP
2275
Greatmark Investment Partners
Georgia
$367K -$11.1K -50 -3%