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 %
PIS
2651
POM Investment Strategies
North Carolina
$264K +$117K +531 +79%
SAMC
2652
Spectrum Asset Management (California)
California
$264K
FRA
2653
Front Row Advisors
California
$264K
SCI
2654
Silver Coast Investments
United States
$263K -$28.8K -131 -10%
GWP
2655
Gateway Wealth Partners
Wisconsin
$263K -$31.4K -143 -11%
VBFG
2656
Vishria Bird Financial Group
Tennessee
$262K
BWP
2657
Bernardo Wealth Planning
Pennsylvania
$262K +$6.15K +28 +2%
SPW
2658
Sonoma Private Wealth
California
$262K -$54.5K -248 -17%
DFG
2659
Dupree Financial Group
Kentucky
$261K +$4.84K +22 +2%
WFA
2660
Wade Financial Advisory
California
$261K -$6.6K -30 -2%
PFA
2661
Professional Financial Advisors
Nebraska
$261K +$1.54K +7 +0.6%
CCT
2662
Chemung Canal Trust
New York
$260K
DWM
2663
DecisionMap Wealth Management
Virginia
$260K +$260K +1,181 New
TC
2664
TAGStone Capital
North Carolina
$259K +$6.59K +30 +3%
BWFA
2665
Baltimore-Washington Financial Advisors
Maryland
$259K +$259K +1,176 New
SFA
2666
Semmax Financial Advisors
North Carolina
$258K -$7.57K -29 -3%
LC
2667
Lavaca Capital
Texas
$258K +$40K +182 +18%
WAM
2668
Walker Asset Management
Missouri
$258K +$440 +2 +0.2%
MAS
2669
MPWM Advisory Solutions
Georgia
$258K +$258K +1,175 New
TAM
2670
Tucker Asset Management
Colorado
$258K -$25.3K -115 -9%
DWMS
2671
Dominguez Wealth Management Solutions
Virginia
$257K +$1.1K +5 +0.4%
EE
2672
EWG Elevate
California
$257K
CCAM
2673
Cascades Capital Asset Management
North Carolina
$256K +$439 +2 +0.2%
WA
2674
WESPAC Advisors
California
$256K -$35.6K -162 -12%
CIG
2675
CHB Investment Group
Pennsylvania
$256K