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 %
MW
2451
Maia Wealth
Colorado
$291K +$22.1K +101 +8%
WCWM
2452
Willow Creek Wealth Management
California
$290K
LC
2453
Lincoln Capital
Nebraska
$290K -$2.21K -10 -0.8%
WF
2454
Whelan Financial
California
$290K +$12.4K +56 +4%
AP
2455
Adero Partners
California
$289K +$289K +1,307 New
MPW
2456
MA Private Wealth
California
$288K
SRA
2457
Secured Retirement Advisors
Minnesota
$288K +$9.06K +41 +3%
WCM
2458
WealthBridge Capital Management
Ohio
$287K -$7.3K -33 -2%
BF
2459
Blankinship & Foster
California
$287K
LGG
2460
Luts & Greenleigh Group
Maryland
$287K +$29.4K +133 +11%
WWC
2461
Waypoint Wealth Counsel
Georgia
$286K -$885 -4 -0.3%
BWG
2462
Berry Wealth Group
Texas
$286K +$286K +1,292 New
RIA
2463
Realta Investment Advisors
Delaware
$285K -$881K -3,744 -76%
FWM
2464
Fingerlakes Wealth Management
New York
$285K +$6.41K +29 +2%
GCM
2465
Gallacher Capital Management
Colorado
$285K -$415K -1,879 -59%
FPB
2466
First PREMIER Bank
South Dakota
$285K
TAM
2467
Tucker Asset Management
Colorado
$285K +$3.32K +15 +1%
MWM
2468
Mittelman Wealth Management
Massachusetts
$285K -$72.7K -329 -20%
PCMC
2469
Paragon Capital Management (Colorado)
Colorado
$284K +$442 +2 +0.2%
CW
2470
Channel Wealth
California
$284K -$7.52K -34 -3%
LF
2471
LifeSteps Financial
California
$284K +$663 +3 +0.2%
APS
2472
American Planning Services
Florida
$282K -$25.4K -115 -8%
MWM
2473
Melfa Wealth Management
Massachusetts
$282K -$33.2K -150 -11%
TFG
2474
Taylor Financial Group
Virginia
$282K
KFA
2475
Kelleher Financial Advisors
New York
$281K +$281K +1,273 New