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 %
RW
2676
RVW Wealth
California
$256K +$33.4K +152 +15%
MWM
2677
MGB Wealth Management
Texas
$256K +$26.9K +122 +12%
CFP
2678
Cypress Financial Planning
New Jersey
$256K +$2.42K +11 +1%
CGFA
2679
Colton Groome Financial Advisors
North Carolina
$255K
CFCI
2680
Comprehensive Financial Consultants Institutional
Indiana
$255K +$220 +1 +0.1%
SFPG
2681
Stonebridge Financial Planning Group
Florida
$255K +$255K +1,159 New
LWM
2682
Level Wealth Management
North Carolina
$254K +$254K +1,157 New
KWM
2683
Keebeck Wealth Management
Illinois
$254K +$29.7K +135 +13%
NCMW
2684
Northern Capital Management (Washington)
Washington
$254K -$40.7K -185 -14%
C
2685
Covestor
United Kingdom
$254K -$26.9K -122 -10%
FWM
2686
Fingerlakes Wealth Management
New York
$254K -$30.1K -137 -11%
KL
2687
KilterHowling LLC
Colorado
$253K
FCMT
2688
Founders Capital Management (Texas)
Texas
$253K
PSFG
2689
Prairie Sky Financial Group
Illinois
$253K
BLAM
2690
Bourne Lent Asset Management
New York
$253K
SFS
2691
Searcy Financial Services
Kansas
$252K
HWM
2692
Hohimer Wealth Management
Washington
$252K +$16K +73 +7%
FFB
2693
First Financial Bankshares
Texas
$252K +$252K +1,145 New
MPPW
2694
Mitchell & Pahl Private Wealth
Oklahoma
$251K -$7.47K -34 -3%
ICM
2695
Intrepid Capital Management
Florida
$251K
VC
2696
Vestor Capital
Illinois
$251K +$878 +4 +0.4%
CAS
2697
Coppell Advisory Solutions
Texas
$250K -$22.2K -101 -8%
Loomis, Sayles & Company
2698
Loomis, Sayles & Company
Massachusetts
$250K -$60.4K -275 -19%
PIA
2699
Pinion Investment Advisors
Kansas
$250K +$879 +4 +0.4%
CTC
2700
Cetera Trust Company
Minnesota
$249K