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 %
GWWM
2876
Great Waters Wealth Management
Minnesota
$202K -$14.1K -64 -7%
ODIJL
2877
One Day In July LLC
Vermont
$201K +$201K +917 New
FI
2878
Financial Insights
Washington
$201K
SMH
2879
Sanders Morris Harris
Texas
$201K +$201K +900 New
RWA
2880
Roberts Wealth Advisors
California
$200K +$200K +911 New
RLH
2881
RD Lewis Holdings
Florida
$200K +$200K +794 New
WA
2882
Wambolt & Associates
Colorado
$200K -$180K -817 -47%
VCWA
2883
Vanguard Capital Wealth Advisors
Colorado
$200K
AA
2884
Acorns Advisers
California
$200K +$200K +909 New
FDP
2885
Financiere des Professionnels
Quebec, Canada
$198K
BGAI
2886
Bruce G. Allen Investments
Colorado
$190K +$4.62K +21 +2%
CTWM
2887
Cherry Tree Wealth Management
Minnesota
$188K
KWAG
2888
Kiely Wealth Advisory Group
North Carolina
$188K
SL
2889
Salomon & Ludwin
Virginia
$184K -$29.2K -133 -14%
TIAAOA
2890
Teachers Insurance & Annuity Association of America
New York
$184K
SC
2891
Stance Capital
Massachusetts
$184K +$184K +837 New
EPW
2892
Evergreen Private Wealth
Colorado
$184K
CWM
2893
Compass Wealth Management
Connecticut
$182K
PS
2894
Pinney & Scofield
Massachusetts
$181K +$181K +824 New
BG
2895
Bollard Group
Massachusetts
$176K
SAM
2896
S.A. Mason
Michigan
$175K +$22K +100 +14%
PGAM
2897
Princeton Global Asset Management
New Jersey
$171K +$33.6K +153 +24%
KG
2898
Kieckhefer Group
Wisconsin
$168K +$168K +766 New
WFA
2899
West Financial Advisors
Iowa
$168K +$168K +766 New
NWWA
2900
New Wave Wealth Advisors
Arkansas
$168K +$168K +763 New