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 %
FWM
2851
FSR Wealth Management
Illinois
$207K +$207K +944 New
LTI
2852
Laffer Tengler Investments
Tennessee
$207K -$3.52K -16 -2%
DA
2853
Doliver Advisors
Texas
$207K
FFWA
2854
FRG Family Wealth Advisors
Washington
$207K -$5.72K -26 -3%
LGW
2855
Leslie Global Wealth
Illinois
$207K +$5.94K +27 +3%
KFG
2856
Kingdom Financial Group
Arizona
$207K -$15.4K -70 -7%
ACMA
2857
Arbor Capital Management (Alaska)
Alaska
$207K -$7.91K -35 -4%
S
2858
SharpePoint
Arizona
$207K +$207K +941 New
CMAI
2859
Capital Management Associates Inc
Minnesota
$207K
IHWM
2860
Iron Horse Wealth Management
Iowa
$207K -$6.6K -30 -3%
MAV
2861
Mason & Associates (Virginia)
Virginia
$206K
WAM
2862
Weinberger Asset Management
California
$206K
TDC
2863
Thompson Davis & Co
Virginia
$206K -$21.3K -97 -9%
HCM
2864
Hollencrest Capital Management
California
$206K -$1.32K -6 -0.6%
OWM
2865
Opes Wealth Management
California
$205K
ACC
2866
Acorn Creek Capital
Colorado
$205K +$5.28K +24 +3%
TLA
2867
Tanglewood Legacy Advisors
Texas
$204K
WWM
2868
Waterway Wealth Management
Texas
$204K +$659 +3 +0.3%
LAS
2869
Lloyd Advisory Services
Georgia
$204K -$16.9K -77 -8%
MWM
2870
Mascoma Wealth Management
New Hampshire
$204K +$21.1K +96 +12%
PCM
2871
Pennsylvania Capital Management
Pennsylvania
$204K +$204K +926 New
AF
2872
Apollon Financial
South Carolina
$204K +$2.64K +12 +1%
LFS
2873
Legacy Financial Strategies
Kansas
$203K -$25.3K -115 -11%
WIM
2874
Westside Investment Management
California
$202K
CWM
2875
Cherrydale Wealth Management
New Jersey
$202K +$3.08K +14 +2%