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 %
TFG
2626
Taylor Financial Group
Virginia
$274K -$6.6K -30 -2%
GWSA
2627
Global Wealth Strategies & Associates
Colorado
$274K +$24.8K +113 +10%
PF
2628
Prosperitas Financial
California
$273K +$20.9K +95 +8%
GI
2629
GLOBALT Investments
Georgia
$271K
GDP
2630
Great Diamond Partners
Maine
$271K +$23.7K +108 +10%
TWM
2631
Triton Wealth Management
Arizona
$271K +$50.7K +238 +23%
AA
2632
Armis Advisers
Georgia
$271K +$271K +1,235 New
BWM
2633
Biltmore Wealth Management
Arizona
$271K +$10.1K +46 +4%
ICP
2634
Impact Capital Partners
Colorado
$271K +$271K +1,233 New
UFA
2635
US Financial Advisors
Massachusetts
$270K +$66.8K +304 +33%
BTIM
2636
BancFirst Trust & Investment Management
Oklahoma
$270K -$3.74K -17 -1%
MME
2637
Meag Munich Ergo
Germany
$269K
EWA
2638
Elevate Wealth Advisory
Georgia
$269K +$269K +1,225 New
LCM
2639
Liberty Capital Management
Michigan
$269K
IC
2640
Iconiq Capital
California
$269K +$65.9K +300 +33%
ECM
2641
Elgethun Capital Management
South Dakota
$269K +$1.98K +9 +0.7%
OCBCO
2642
Oversea-Chinese Banking Corp (OCBC)
Singapore
$269K -$3.06M -13,924 -92%
MA
2643
MKT Advisors
California
$267K +$59.1K +263 +28%
BSTWA
2644
Blake Schutter Theil Wealth Advisors
Ohio
$266K
JBA
2645
Johnson Bixby & Associates
Washington
$266K -$2.64K -12 -1%
BSSFA
2646
Baron Silver Stevens Financial Advisors
Florida
$265K
BHWM
2647
Beaird Harris Wealth Management
Texas
$265K +$58.7K +267 +28%
CPP
2648
Capasso Planning Partners
South Carolina
$264K -$777K -3,535 -75%
BPAMU
2649
BTG Pactual Asset Management US
New York
$264K -$285K -1,297 -52%
WC
2650
Woodstock Corp
Massachusetts
$264K