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 %
SLC
2401
Second Line Capital
Louisiana
$311K
MSR
2402
Main Street Research
Connecticut
$310K +$5.75K +26 +2%
NCM
2403
Noesis Capital Mangement
Florida
$310K +$13K +59 +4%
GWM
2404
GoalFusion Wealth Management
Texas
$310K
SSG
2405
Summit Securities Group
New York
$310K +$310K +1,400 New
BFM
2406
Boothbay Fund Management
New York
$310K -$341K -1,543 -52%
FRM
2407
Foundation Resource Management
Arkansas
$309K
CCA
2408
Catalyst Capital Advisors
New York
$309K +$309K +1,398 New
CMBA
2409
C.M. Bidwell & Associates
Hawaii
$309K +$309K +1,398 New
PA
2410
Pineridge Advisors
Missouri
$309K +$6.19K +28 +2%
SA
2411
Skyline Advisors
Washington
$308K +$4.64K +21 +2%
AMG
2412
Asset Management Group
Connecticut
$308K +$2.43K +11 +0.8%
RSWA
2413
Robinson Smith Wealth Advisors
Maine
$308K -$43.6K -197 -12%
FWM
2414
FSA Wealth Management
Massachusetts
$307K +$307K +1,390 New
TAM
2415
Titleist Asset Management
Texas
$307K -$13K -59 -4%
IAP
2416
Indie Asset Partners
Indiana
$307K -$5.08K -23 -2%
RWM
2417
Rockline Wealth Management
New York
$306K +$1.11K +5 +0.4%
EI
2418
Ellevest Inc
New York
$305K +$4.86K +22 +2%
LODC
2419
Lanham O'Dell & Company
West Virginia
$305K -$1.99K -9 -0.6%
GMFG
2420
Greater Midwest Financial Group
Minnesota
$303K +$1.99K +9 +0.7%
SIAP
2421
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K +$302K +1,366 New
JWM
2422
JGP Wealth Management
Oregon
$301K +$8.62K +39 +3%
CFO
2423
Collective Family Office
Pennsylvania
$301K -$22.1K -100 -7%
KA
2424
Kooman & Associates
Pennsylvania
$301K +$442 +2 +0.1%
SCM
2425
Sollinda Capital Management
Florida
$301K +$10.8K +49 +4%