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 %
WCF
2426
West Coast Financial
California
$300K
EGWAG
2427
Elwood & Goetz Wealth Advisory Group
Georgia
$300K +$300K +1,356 New
SWC
2428
Spectrum Wealth Counsel
Indiana
$299K +$2.21K +10 +0.7%
SC
2429
Schiavi & Co
Delaware
$299K
GKWIM
2430
Gerber Kawasaki Wealth & Investment Management
California
$298K +$298K +1,348 New
SIM
2431
Seaview Investment Managers
Florida
$298K +$298K +1,347 New
VPP
2432
Vertex Planning Partners
Illinois
$298K +$10.4K +47 +4%
JCM
2433
Jacobsen Capital Management
Utah
$297K +$4.42K +20 +2%
ATS
2434
Ashton Thomas Securities
New York
$297K +$297K +1,341 New
TTWM
2435
TCV Trust & Wealth Management
Virginia
$296K
NCMW
2436
Northern Capital Management (Washington)
Washington
$296K +$296K +1,341 New
GWP
2437
Gateway Wealth Partners
Wisconsin
$296K +$12.6K +57 +4%
AHL
2438
Abel Hall LLC
Louisiana
$296K +$9.28K +42 +3%
BWM
2439
Boyd Wealth Management
California
$295K
AWP
2440
Abacus Wealth Partners
California
$295K -$4.86K -22 -2%
NA
2441
Nottingham Advisors
New York
$294K -$497K -2,250 -63%
KCM
2442
KRS Capital Management
Michigan
$294K -$58.6K -265 -17%
SCI
2443
Silver Coast Investments
United States
$293K -$58.6K -265 -17%
WHC
2444
Wulff, Hansen & Co
California
$293K -$78.5K -355 -21%
WA
2445
WESPAC Advisors
California
$293K
CP
2446
Canopy Partners
Ohio
$293K -$4.64K -21 -2%
KWM
2447
KFG Wealth Management
Indiana
$292K -$268K -1,211 -48%
TI
2448
Truepoint Inc
Ohio
$292K +$292K +1,321 New
LC
2449
Landaas & Company
Wisconsin
$291K -$44.4K -201 -13%
NPPM
2450
North Point Portfolio Managers
Ohio
$291K