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 %
RWM
2551
Revisor Wealth Management
Ohio
$304K -$165K -735 -35%
GMFG
2552
Greater Midwest Financial Group
Minnesota
$304K +$2.2K +10 +0.7%
LODC
2553
Lanham O'Dell & Company
West Virginia
$303K +$440 +2 +0.1%
BWG
2554
Berry Wealth Group
Texas
$303K +$19.3K +88 +7%
CPA
2555
Court Place Advisors
Maryland
$303K -$204K -930 -40%
IWA
2556
Icon Wealth Advisors
Texas
$303K +$303K +1,378 New
CMBA
2557
C.M. Bidwell & Associates
Hawaii
$302K -$5.5K -25 -2%
PPA
2558
Pacific Point Advisors
California
$301K +$301K +1,140 New
CPBTD
2559
Central Pacific Bank - Trust Division
Hawaii
$301K -$61.3K -279 -17%
MIM
2560
Morningstar Investment Management
Illinois
$301K -$80.1K -365 -21%
IAP
2561
Indie Asset Partners
Indiana
$301K -$4.62K -21 -2%
VPP
2562
Vertex Planning Partners
Illinois
$300K +$3.74K +17 +1%
AWA
2563
Authentikos Wealth Advisory
California
$300K +$157K +714 +110%
SC
2564
Schiavi & Co
Delaware
$297K
JCM
2565
Jag Capital Management
Missouri
$297K -$72.5K -330 -20%
BFPW
2566
BOK Financial Private Wealth
Colorado
$297K -$172K -784 -37%
JCM
2567
Jacobsen Capital Management
Utah
$296K +$440 +2 +0.1%
TTWM
2568
TCV Trust & Wealth Management
Virginia
$295K
IWN
2569
Independent Wealth Network
Iowa
$294K +$53.7K +244 +22%
KA
2570
Kooman & Associates
Pennsylvania
$294K -$5.06K -23 -2%
CP
2571
Canopy Partners
Ohio
$293K +$2.2K +10 +0.8%
KCM
2572
KRS Capital Management
Michigan
$293K +$1.1K +5 +0.4%
AWP
2573
Abacus Wealth Partners
California
$293K +$220 +1 +0.1%
BWM
2574
Boyd Wealth Management
California
$293K
CBT
2575
Crews Bank & Trust
Florida
$293K +$293K +1,333 New