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 %
FFG
2376
Frisch Financial Group
New York
$322K -$16.4K -74 -5%
CWP
2377
Concord Wealth Partners
Virginia
$322K -$106K -481 -25%
HC
2378
Hamilton Capital
Ohio
$321K -$9.51K -46 -3%
BTWM
2379
Brass Tax Wealth Management
Ohio
$321K +$321K +1,452 New
EA
2380
Everpar Advisors
Oklahoma
$321K +$52.6K +238 +20%
CWM
2381
Concentric Wealth Management
California
$321K -$18.4K -83 -5%
BC
2382
Belmont Capital
California
$320K
SIC
2383
SJS Investment Consulting
Ohio
$320K +$28.3K +128 +10%
CF
2384
Convergence Financial
Missouri
$319K -$182K -825 -36%
NWA
2385
New World Advisors
Massachusetts
$319K +$2.21K +10 +0.7%
BOM
2386
Bank of Marin
California
$319K -$5.75K -26 -2%
TFIPS
2387
Towarzystwo Funduszy Inwestycyjnych PZU SA
$318K +$24.3K +110 +8%
FMTCOCP
2388
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$318K
SPW
2389
Sonoma Private Wealth
California
$318K -$19.2K -87 -6%
PWA
2390
Primoris Wealth Advisors
Florida
$318K
SNB
2391
Security National Bank
Nebraska
$317K
AA
2392
Apriem Advisors
California
$316K
AT
2393
Arlington Trust
Alabama
$316K
ACM
2394
Ashford Capital Management
Delaware
$315K
SP
2395
Stonebrook Private
Michigan
$315K -$38.2K -173 -11%
CH
2396
Canton Hathaway
Rhode Island
$314K
AFM
2397
Abbot Financial Management
Massachusetts
$314K -$22.1K -100 -7%
TAM
2398
Townsend Asset Management
North Carolina
$312K +$663 +3 +0.2%
Loomis, Sayles & Company
2399
Loomis, Sayles & Company
Massachusetts
$312K +$20.5K +93 +7%
FFA
2400
Florida Financial Advisors
Florida
$311K +$17K +88 +6%