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 %
GFM
2701
GEN Financial Management
Minnesota
$249K +$249K +1,131 New
RGF
2702
Retirement Guys Formula
Ohio
$249K -$7.69K -35 -3%
NEPPG
2703
New England Professional Planning Group
Rhode Island
$248K
GFM
2704
GF Fund Management
China
$248K +$248K +1,129 New
GAM
2705
Gould Asset Management
California
$248K +$37.2K +169 +18%
NC
2706
NBW Capital
Massachusetts
$248K -$90.8K -413 -27%
TWPM
2707
Total Wealth Planning & Management
Florida
$248K +$248K +1,127 New
MAA
2708
Matrix Asset Advisors
New York
$247K +$440 +2 +0.2%
BWM
2709
BCS Wealth Management
Tennessee
$247K +$247K +1,124 New
CWM
2710
Centurion Wealth Management
Virginia
$247K
TI
2711
Truepoint Inc
Ohio
$247K -$43.5K -198 -15%
SIC
2712
Shoker Investment Counsel
Ohio
$247K +$1.32K +6 +0.5%
TA
2713
TFB Advisors
Kansas
$247K +$44.8K +204 +22%
NL
2714
Navalign LLC
California
$246K
RF
2715
Rossby Financial
Florida
$246K +$246K +1,119 New
MPI
2716
Mairs & Power Inc
Minnesota
$246K +$22K +100 +10%
RFP
2717
Root Financial Partners
California
$245K +$245K +1,116 New
BRWM
2718
Blue Rock Wealth Management
North Carolina
$245K +$245K +1,126 New
SWC
2719
Spectrum Wealth Counsel
Indiana
$244K -$52.8K -240 -18%
OKSA
2720
O'Keefe Stevens Advisory
New York
$244K -$5.5K -25 -2%
FFC
2721
First Financial Corp
Indiana
$243K +$44.2K +201 +22%
MWM
2722
Mittelman Wealth Management
Massachusetts
$243K -$40K -182 -14%
AG
2723
AmeriFlex Group
Nevada
$243K +$243K +948 New
CPG
2724
Cornerstone Planning Group
New Jersey
$242K +$134K +599 +124%
CWA
2725
Canvas Wealth Advisors
Kansas
$242K +$38.9K +177 +19%