3,110 hedge funds and large institutions have $127B invested in IBM in 2024 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,164 increasing their positions, 1,161 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,110
Holders Change
+198
Holders Change %
+6.8%
% of All Funds
41.39%
Holding in Top 10
83
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.6%
% of All Funds
1.1%
New
365
Increased
1,164
Reduced
1,161
Closed
109
Calls
$4.83B
Puts
$3.24B
Net Calls
+$1.59B
Net Calls Change
+$175M
Name Holding Trade Value Shares
Change
Shares
Change %
BMO
2501
Beck Mack & Oliver
New York
$321K +$220 +1 +0.1%
CWS
2502
Cypress Wealth Services
California
$321K -$1.98K -9 -0.6%
CWC
2503
Carolinas Wealth Consulting
North Carolina
$320K -$232K -1,058 -42%
MIA
2504
MeadowBrook Investment Advisors
Michigan
$319K -$3.3K -15 -1%
EFL
2505
ERn Financial LLC
Wisconsin
$318K -$35.6K -162 -10%
SSW
2506
Stone Summit Wealth
Florida
$318K +$55.6K +253 +21%
AWG
2507
Altus Wealth Group
Colorado
$317K +$40.5K +184 +15%
NWA
2508
New World Advisors
Massachusetts
$317K
FMTCOCP
2509
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$317K
HWA
2510
HHM Wealth Advisors
Tennessee
$317K +$56.7K +258 +22%
BOM
2511
Bank of Marin
California
$317K
SIC
2512
SJS Investment Consulting
Ohio
$316K -$2.2K -10 -0.7%
PCM
2513
Palisade Capital Management
New Jersey
$316K -$17.6K -80 -5%
PWA
2514
Primoris Wealth Advisors
Florida
$316K
BTWM
2515
Brass Tax Wealth Management
Ohio
$315K -$4.18K -19 -1%
TAM
2516
Titleist Asset Management
Texas
$315K +$9.45K +43 +3%
PCM
2517
Polymer Capital Management
New York
$315K +$315K +1,431 New
WI
2518
WBI Investments
New Jersey
$314K -$1.63M -7,402 -84%
EA
2519
Everpar Advisors
Oklahoma
$313K -$5.72K -26 -2%
EGWAG
2520
Elwood & Goetz Wealth Advisory Group
Georgia
$313K +$15.2K +69 +5%
AFM
2521
Abbot Financial Management
Massachusetts
$312K
JWM
2522
JGP Wealth Management
Oregon
$312K +$12.1K +55 +4%
RRCM
2523
Rappaport Reiches Capital Management
Illinois
$312K -$18.5K -84 -6%
AFM
2524
Aspetuck Financial Management
Connecticut
$311K +$311K +1,417 New
GKWIM
2525
Gerber Kawasaki Wealth & Investment Management
California
$311K +$14.7K +67 +5%