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 %
IW
2751
IronOak Wealth
Texas
$235K +$235K +1,068 New
SIC
2752
Sigma Investment Counselors
Michigan
$234K +$234K +1,067 New
LFM
2753
LGT Fund Management
Liechtenstein
$234K -$342K -1,558 -59%
TCBWMS
2754
Texas Capital Bank Wealth Management Services
Texas
$233K -$314K -1,427 -57%
GWA
2755
Gutierrez Wealth Advisory
Arkansas
$232K +$232K +1,057 New
AT
2756
Avalon Trust
New Mexico
$232K
BBW
2757
Blue Barn Wealth
Utah
$231K +$12.1K +55 +6%
AWP
2758
Atlas Wealth Partners
Pennsylvania
$231K
VFG
2759
V2 Financial group
Illinois
$231K
BBA
2760
Braun-Bostich & Associates
Pennsylvania
$231K -$11.7K -53 -5%
CA
2761
Clune & Associates
Illinois
$230K +$230K +1,048 New
WWM
2762
WT Wealth Management
Arizona
$230K +$230K +1,047 New
SEM
2763
Strategic Equity Management
Arizona
$230K +$230K +1,047 New
ACM
2764
Ascent Capital Management
Oregon
$230K +$230K +1,045 New
WDL
2765
Well Done LLC
Michigan
$230K
LAM
2766
Longboard Asset Management
Arizona
$230K +$230K +1,044 New
GA
2767
Gordian Advisors
Arizona
$229K +$659 +3 +0.3%
VFG
2768
Victory Financial Group
Texas
$229K +$229K +1,043 New
ICM
2769
IMS Capital Management
Oregon
$229K
SCM
2770
Sunbeam Capital Management
Georgia
$229K +$229K +1,042 New
AFG
2771
Altiora Financial Group
Ohio
$229K +$1.98K +9 +0.9%
ACA
2772
Aspire Capital Advisors
Washington
$229K -$10.3K -47 -4%
ZB
2773
Zions Bancorporation
Utah
$228K -$490K -2,229 -68%
CNWM
2774
Clay Northam Wealth Management
California
$228K -$16.5K -75 -7%
LFP
2775
Lakeshore Financial Planning
Michigan
$228K +$220 +1 +0.1%