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 %
MAM
2901
Marquette Asset Management
Minnesota
$168K -$19.1K -87 -10%
JFGIW
2902
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$167K +$23K +90 +16%
FFA
2903
Fairfield Financial Advisors
Massachusetts
$164K -$1.32K -6 -0.8%
HNW
2904
High Note Wealth
Minnesota
$163K +$163K +743 New
FFA
2905
Frazier Financial Advisors
Ohio
$161K
RS
2906
Rakuten Securities
Japan
$161K +$34.7K +158 +28%
CCA
2907
Catalyst Capital Advisors
New York
$160K -$148K -672 -48%
SWM
2908
Sanctuary Wealth Management
Idaho
$157K +$12.1K +55 +8%
BL
2909
BFSG LLC
California
$154K -$40.7K -185 -21%
GCM
2910
GKV Capital Management
California
$154K +$154K +700 New
WA
2911
WPG Advisers
Maryland
$153K +$153K +694 New
FMP
2912
Financial Management Professionals
Texas
$151K +$7.69K +35 +5%
CSWM
2913
Cassady Schiller Wealth Management
Ohio
$148K +$10.3K +47 +7%
AWM
2914
Abound Wealth Management
Tennessee
$148K +$4.61K +21 +3%
VCM
2915
Versant Capital Management
Arizona
$141K +$67.7K +308 +92%
SPF
2916
South Plains Financial
Texas
$138K +$138K +627 New
MDA
2917
Minot DeBlois Advisors
Massachusetts
$137K +$137K +625 New
FCT
2918
First Community Trust
Iowa
$136K
CCM
2919
Cutler Capital Management
Massachusetts
$134K
GJIA
2920
Glass Jacobson Investment Advisors
Maryland
$132K +$4.84K +22 +4%
PAM
2921
Paradigm Asset Management
New York
$132K -$1.93M -8,800 -94%
BCM
2922
Blume Capital Management
California
$132K
T
2923
Transce3nd
Texas
$129K +$129K +587 New
NCM
2924
Northwest Capital Management
Oregon
$128K
CA
2925
Centerpoint Advisors
Massachusetts
$127K -$31.3K -142 -20%