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 %
SWM
2326
Scissortail Wealth Management
Oklahoma
$339K -$68.6M -1,619 -100%
DWM
2327
Drive Wealth Management
Utah
$339K +$339K +1,532 New
CG
2328
Clarus Group
Texas
$339K -$187K -848 -36%
FL
2329
Fort LP
Maryland
$338K -$33.2K -150 -9%
FFA
2330
Fragasso Financial Advisors
Pennsylvania
$338K -$165K -747 -33%
WIC
2331
Willis Investment Counsel
Georgia
$338K +$884 +4 +0.3%
EFA
2332
Evernest Financial Advisors
Indiana
$337K -$4.64K -21 -1%
BWM
2333
Birchcreek Wealth Management
Ohio
$337K
MIM
2334
Macroview Investment Management
Maryland
$336K
CP
2335
Castleview Partners
Texas
$336K +$12.2K +55 +4%
WPA
2336
West Paces Advisors
Georgia
$336K +$287K +1,300 +588%
PCM
2337
Palisade Capital Management
New Jersey
$336K -$82.7K -374 -20%
V
2338
VeraBank
Texas
$335K -$3.54K -16 -1%
ALC
2339
Alexander Labrunerie & Co
Missouri
$335K -$67K -303 -17%
MFWP
2340
Mosaic Family Wealth Partners
Missouri
$334K +$221 +1 +0.1%
KBG
2341
Kahn Brothers Group
New York
$334K +$334K +1,508 New
HAS
2342
Horizon Advisory Services
New York
$333K +$49.5K +224 +17%
CW
2343
Cook Wealth
North Carolina
$333K +$410 +2 +0.1%
LSA
2344
Lansing Street Advisors
Pennsylvania
$332K +$10.8K +49 +3%
PSP
2345
Pacific Sage Partners
Washington
$332K -$663 -3 -0.2%
RRCM
2346
Rappaport Reiches Capital Management
Illinois
$332K +$332K +1,502 New
SFMG
2347
Sage Financial Management Group
Virginia
$332K +$332K +1,500 New
KBFS
2348
Kohmann Bosshard Financial Services
Ohio
$332K +$22.3K +101 +7%
FFA
2349
Fortune Financial Advisors
Kansas
$332K -$11.9K -54 -3%
SLG
2350
Stanley-Laman Group
Pennsylvania
$332K