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 %
RWA
2801
Redhawk Wealth Advisors
Minnesota
$221K +$3.52K +16 +2%
MWM
2802
Maridea Wealth Management
New York
$221K +$221K +1,003 New
JLBC
2803
J.L. Bainbridge & Co
Florida
$220K +$1.1K +5 +0.5%
CAM
2804
Cobblestone Asset Management
Virginia
$220K
CFS
2805
Cannon Financial Strategists
Georgia
$220K
PCA
2806
Private Capital Advisors
Connecticut
$220K
GWCM
2807
Godshalk Welsh Capital Management
Pennsylvania
$220K
EIP
2808
Easterly Investment Partners
Massachusetts
$220K
KC
2809
Knuff & Co
California
$220K
SWAG
2810
Spectrum Wealth Advisory Group
California
$220K
TS
2811
TradeWell Securities
Indiana
$219K +$219K +998 New
ILI
2812
Invesco LLC (Illinois)
Illinois
$219K +$6.6K +30 +3%
IWM
2813
IMG Wealth Management
Florida
$218K +$218K +992 New
RMF
2814
Red Mountain Financial
Colorado
$218K -$17.2K -78 -7%
PFA
2815
Pinnacle Family Advisors
Missouri
$217K +$8.36K +38 +4%
EIA
2816
Edgemoor Investment Advisors
Maryland
$217K
SB
2817
Sunflower Bank
Texas
$217K +$6.38K +29 +3%
TIM
2818
Total Investment Management
Arizona
$217K +$10.5K +48 +5%
OWM
2819
Orca Wealth Management
Florida
$216K +$216K +985 New
SC
2820
Schoolcraft Capital
Colorado
$216K
CFSG
2821
Community Financial Services Group
Vermont
$216K
FIBT
2822
First International Bank & Trust
North Dakota
$216K -$34.1K -155 -14%
SMF
2823
Sterling Manor Financial
New York
$216K
CA
2824
Crane Advisory
California
$216K
LWA
2825
Lowe Wealth Advisors
Maryland
$215K