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 %
PK
2826
Pflug Koory
Nebraska
$215K -$11K -50 -5%
CIS
2827
Connors Investor Services
Pennsylvania
$215K
EWM
2828
Evermay Wealth Management
Virginia
$215K
TC
2829
Trilogy Capital
California
$214K +$12.1K +55 +6%
PFA
2830
Pathway Financial Advisors
Vermont
$214K +$214K +973 New
TWA
2831
Talisman Wealth Advisors
New Jersey
$214K
S
2832
Sunpointe
Missouri
$213K -$16K -73 -7%
PD
2833
Planning Directions
Pennsylvania
$213K +$1.32K +6 +0.6%
KA
2834
Kozak & Associates
Colorado
$213K +$1.34K +6 +0.6%
GCM
2835
Gallacher Capital Management
Colorado
$213K -$70.6K -321 -25%
GWM
2836
Greenhouse Wealth Management
Connecticut
$213K +$213K +969 New
FFL
2837
Financial Freedom LLC
Ohio
$212K +$1.32K +6 +0.6%
RMC
2838
Ring Mountain Capital
California
$211K +$211K +959 New
CSPIA
2839
Cary Street Partners Investment Advisory
Virginia
$211K -$6.24M -28,408 -97%
RCG
2840
Regatta Capital Group
California
$210K -$1.76K -8 -0.8%
FFG
2841
First Financial Group
North Carolina
$210K +$210K +955 New
YDMI
2842
Y.D. More Investments
Israel
$209K +$659 +3 +0.3%
TCM
2843
Tradewinds Capital Management
Washington
$209K +$187K +853 +853%
NI
2844
NCP Inc
California
$209K -$22K -100 -10%
CIA
2845
Cascade Investment Advisors
Oregon
$209K
LK
2846
Lumbard & Kellner
New Hampshire
$209K
BH
2847
Burk Holdings
Oklahoma
$209K +$209K +950 New
TW
2848
Traveka Wealth
California
$209K +$209K +949 New
SFP
2849
Shepherd Financial Partners
Massachusetts
$208K +$208K +947 New
MCWS
2850
McKinley Carter Wealth Services
West Virginia
$208K +$208K +945 New