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 %
DA
2726
Dash Acquisitions
California
$242K
SPWM
2727
Schrum Private Wealth Management
Florida
$242K -$289K -1,316 -54%
SA
2728
SRH Advisors
Kansas
$242K
BZWA
2729
Blue Zone Wealth Advisors
California
$242K +$242K +1,100 New
CL
2730
CIM LLC
New York
$241K
NWM
2731
Northwest Wealth Management
Iowa
$241K +$220 +1 +0.1%
PIMG
2732
Patriot Investment Management Group
Tennessee
$241K
RCM
2733
RB Capital Management
Nevada
$240K +$1.1K +5 +0.5%
RFS
2734
Richardson Financial Services
Massachusetts
$240K -$15.4K -70 -6%
SG
2735
Sharper & Granite
California
$240K +$240K +1,090 New
EA
2736
Ellsworth Advisors
Ohio
$239K +$1.54K +7 +0.6%
VC
2737
Veery Capital
Delaware
$239K -$879 -4 -0.4%
GL
2738
Gerber LLC
Ohio
$239K
LWM
2739
LongView Wealth Management
Georgia
$238K -$10.6K -48 -4%
PPWM
2740
PFG Private Wealth Management
Florida
$238K +$2.64K +12 +1%
GKIM
2741
GW&K Investment Management
Massachusetts
$238K +$660 +3 +0.3%
RDFA
2742
Ritter Daniher Financial Advisory
Ohio
$238K +$22.4K +102 +10%
SIA
2743
Strategic Investment Advisors
Michigan
$238K +$3.96K +18 +2%
II
2744
Impact Investors
California
$237K +$237K +1,079 New
CD
2745
Chapin Davis
Maryland
$237K
IA
2746
IAM Advisory
Pennsylvania
$237K +$1.54K +7 +0.7%
LBWM
2747
Left Brain Wealth Management
Illinois
$236K -$3.08K -14 -1%
EMAM
2748
Encompass More Asset Management
California
$235K +$235K +1,070 New
UHC
2749
Union Heritage Capital
Michigan
$235K
RCP
2750
Rothschild Capital Partners
New York
$235K +$235K +1,070 New