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 %
HIW
2601
Holos Integrated Wealth
Pennsylvania
$284K +$284K +1,293 New
HAS
2602
Holland Advisory Services
Florida
$284K +$8.13K +37 +3%
PW
2603
PUREfi Wealth
Massachusetts
$283K +$283K +1,289 New
PCMC
2604
Paragon Capital Management (Colorado)
Colorado
$283K +$220 +1 +0.1%
LF
2605
LifeSteps Financial
California
$283K +$440 +2 +0.2%
SSWG
2606
Seven Springs Wealth Group
Tennessee
$283K +$283K +1,286 New
LSWP
2607
Liberty Square Wealth Partners
Pennsylvania
$282K +$282K +1,081 New
WCF
2608
West Coast Financial
California
$282K -$16.7K -76 -6%
HFS
2609
Hopwood Financial Services
Virginia
$281K +$281K +1,277 New
EL
2610
EWA LLC
Pennsylvania
$280K +$22.2K +101 +9%
LGG
2611
Luts & Greenleigh Group
Maryland
$280K -$5.06K -23 -2%
MWM
2612
Melfa Wealth Management
Massachusetts
$280K
SL
2613
SWMG LLC
Texas
$280K +$1.79K +8 +0.6%
RS
2614
Retirement Solution
Washington
$280K +$44.9K +204 +19%
FPB
2615
First PREMIER Bank
South Dakota
$279K -$4.39K -20 -2%
CAM
2616
Campion Asset Management
Virginia
$279K -$440 -2 -0.2%
LGWM
2617
Litman Gregory Wealth Management
California
$279K -$117K -530 -29%
WCWM
2618
Willow Creek Wealth Management
California
$278K -$10.6K -48 -4%
GSIAS
2619
Garden State Investment Advisory Services
New Jersey
$277K +$3.08K +14 +1%
BCM
2620
Beck Capital Management
Texas
$276K +$7.69K +35 +3%
PCH
2621
PGIM Custom Harvest
New Jersey
$275K -$62.7K -285 -19%
DWG
2622
Darden Wealth Group
Michigan
$275K
BC
2623
Belmont Capital
California
$274K -$44K -200 -14%
NF
2624
NavPoint Financial
Minnesota
$274K
MWPCG
2625
Measured Wealth Private Client Group
New Hampshire
$274K +$274K +1,247 New