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 %
FWM
2576
Foguth Wealth Management
Michigan
$293K -$28.5K -127 -9%
WHC
2577
Wulff, Hansen & Co
California
$292K
1C
2578
111 Capital
France
$292K +$292K +1,327 New
MKA
2579
M. Kulyk & Associates
Georgia
$291K -$57.8K -263 -17%
BAG
2580
Bridgewealth Advisory Group
California
$291K +$23.3K +90 +9%
WWC
2581
Waypoint Wealth Counsel
Georgia
$291K +$7.25K +33 +3%
SNB
2582
Security National Bank
Nebraska
$290K -$25.1K -114 -8%
WKSWA
2583
White Knight Strategic Wealth Advisors
New Jersey
$290K +$290K +1,320 New
EWM
2584
Executive Wealth Management
Michigan
$290K +$290K +1,319 New
LC
2585
Landaas & Company
Wisconsin
$290K +$439 +2 +0.2%
TCM
2586
Traynor Capital Management
Pennsylvania
$290K +$290K +1,319 New
FCFC
2587
First Commonwealth Financial Corp
Pennsylvania
$290K +$290K +1,317 New
SIAP
2588
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$289K -$11K -50 -4%
NPPM
2589
North Point Portfolio Managers
Ohio
$289K
LC
2590
Lincoln Capital
Nebraska
$288K
CW
2591
Channel Wealth
California
$288K +$5.28K +24 +2%
KWM
2592
KFG Wealth Management
Indiana
$287K -$3.74K -17 -1%
LWM
2593
LJI Wealth Management
Indiana
$287K +$47.1K +214 +20%
WCM
2594
WealthBridge Capital Management
Ohio
$286K
EC
2595
Elequin Capital
New York
$286K +$286K +1,300 New
BF
2596
Blankinship & Foster
California
$286K
FWM
2597
FSA Wealth Management
Massachusetts
$286K -$20K -91 -7%
AAS
2598
Annex Advisory Services
Wisconsin
$285K -$69K -314 -19%
HA
2599
Huntleigh Advisors
Missouri
$284K +$284K +1,294 New
VPWA
2600
Vestia Personal Wealth Advisors
Indiana
$284K +$284K +1,294 New