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 %
HA
2776
Helium Advisors
Washington
$228K +$228K +1,036 New
SWA
2777
ShankerValleau Wealth Advisors
Illinois
$228K
CTA
2778
Colonial Trust Advisors
South Carolina
$228K +$40.4K +184 +22%
IF
2779
IRON Financial
Illinois
$228K +$220 +1 +0.1%
RPGNY
2780
Retirement Planning Group (New York)
New York
$228K +$228K +1,035 New
FF
2781
Friday Financial
Iowa
$227K +$227K +1,032 New
FBFS
2782
First Business Financial Services
Wisconsin
$226K +$226K +1,030 New
MG
2783
McHugh Group
Ohio
$226K +$226K +1,029 New
HKIMG
2784
Hutchens & Kramer Investment Management Group
Indiana
$226K +$226K +1,029 New
DA
2785
Dillon & Associates
Michigan
$226K
NG
2786
Northstar Group
New York
$224K +$3.52K +16 +2%
CWA
2787
Consilio Wealth Advisors
Washington
$223K +$6.82K +31 +3%
SWG
2788
Summit Wealth Group
Vermont
$223K +$660 +3 +0.3%
JJBC
2789
James J. Burns & Company
New York
$223K +$223K +1,014 New
FWM
2790
Finer Wealth Management
Massachusetts
$223K -$3.96K -18 -2%
HCP
2791
Hardin Capital Partners
South Carolina
$222K
OSNBOA
2792
Old Second National Bank of Aurora
Illinois
$222K +$2.2K +10 +1%
EBSAM
2793
Eubel Brady & Suttman Asset Management
Ohio
$222K
MTWM
2794
Masso Torrence Wealth Management
New Jersey
$222K +$9.23K +42 +4%
KW
2795
Keyvantage Wealth
Pennsylvania
$222K +$222K +1,009 New
PCWA
2796
Pacific Capital Wealth Advisors
California
$222K -$1.32K -6 -0.6%
HBS
2797
Howard Bailey Securities
Indiana
$221K +$12.8K +58 +6%
PAG
2798
Private Advisory Group
Washington
$221K +$221K +1,005 New
PFA
2799
Pettinga Financial Advisors
Indiana
$221K +$879 +4 +0.4%
AM
2800
Atwater Malick
Pennsylvania
$221K -$1.54K -7 -0.7%