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 %
FFG
2526
Frisch Financial Group
New York
$311K -$9.24K -42 -3%
EI
2527
Ellevest Inc
New York
$311K +$7.25K +33 +2%
SF
2528
Safeguard Financial
Wisconsin
$310K +$310K +1,411 New
DFP
2529
Defined Financial Planning
California
$310K +$310K +1,410 New
BI
2530
Bolthouse Investments
California
$310K +$310K +1,410 New
EWA
2531
Encompass Wealth Advisors
Oregon
$310K -$417K -1,898 -57%
ACM
2532
Ashford Capital Management
Delaware
$310K -$3.74K -17 -1%
CCM
2533
Carlson Capital Management
Minnesota
$310K +$58.7K +267 +23%
PA
2534
Pineridge Advisors
Missouri
$309K +$2.2K +10 +0.7%
SLC
2535
Second Line Capital
Louisiana
$309K
EW
2536
Enzi Wealth
Texas
$308K +$92.4K +414 +43%
AMG
2537
Asset Management Group
Connecticut
$308K +$2.2K +10 +0.7%
KFA
2538
Kelleher Financial Advisors
New York
$308K +$28.1K +128 +10%
MC
2539
Machina Capital
France
$308K -$48.6K -221 -14%
MAWCM
2540
Mine & Arao Wealth Creation & Management
California
$308K -$22K -100 -7%
FRM
2541
Foundation Resource Management
Arkansas
$308K
AHL
2542
Abel Hall LLC
Louisiana
$307K +$13.2K +60 +4%
BFA
2543
Beacon Financial Advisory
Ohio
$307K -$892K -4,058 -74%
SA
2544
Skyline Advisors
Washington
$307K +$220 +1 +0.1%
PWMG
2545
Private Wealth Management Group
New Jersey
$306K +$126K +573 +70%
RSWA
2546
Robinson Smith Wealth Advisors
Maine
$306K
CA
2547
Cache Advisors
California
$305K +$305K +1,387 New
GCP
2548
Gill Capital Partners
Colorado
$305K +$66K +300 +28%
RWM
2549
Rockline Wealth Management
New York
$305K
WAOI
2550
Wealth Advisors of Iowa
Iowa
$304K -$20.2K -92 -6%