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 %
BTD
2926
BankPlus Trust Department
Mississippi
$127K +$127K +577 New
PP
2927
PrairieView Partners
Minnesota
$125K
CWM
2928
Crowley Wealth Management
Delaware
$125K +$125K +567 New
PG
2929
Proffitt & Goodson
Tennessee
$122K
CB
2930
Centennial Bank
Arkansas
$122K
SAS
2931
Spurstone Advisory Services
Connecticut
$121K +$121K +550 New
FA
2932
Financial Avengers
California
$119K +$879 +4 +0.7%
POIA
2933
Pin Oak Investment Advisors
Texas
$118K
VWM
2934
Vermillion Wealth Management
Minnesota
$116K +$116K +527 New
PBK
2935
Peoples Bank (Kansas)
Kansas
$115K
JFA
2936
JNBA Financial Advisors
Minnesota
$112K +$11.7K +53 +12%
AP
2937
Aspect Partners
Virginia
$111K -$11K -50 -9%
GC
2938
Gould Capital
Washington
$110K -$48.6K -221 -31%
BBPWM
2939
Blue Bell Private Wealth Management
Pennsylvania
$109K
PWMG
2940
Prestige Wealth Management Group
New Jersey
$108K
MFT
2941
Moisand Fitzgerald Tamayo
Florida
$108K
EWP
2942
Elevation Wealth Partners
California
$108K +$25.5K +116 +31%
MCI
2943
MRP Capital Investments
Georgia
$108K
CAM
2944
Creekmur Asset Management
Illinois
$105K +$220 +1 +0.2%
WWM
2945
Wolff Wiese Magana
California
$102K
DWM
2946
Darwin Wealth Management
Florida
$102K
KSB
2947
Kennebec Savings Bank
Maine
$100K
AWM
2948
Atticus Wealth Management
Florida
$99.3K -$50.3K -229 -34%
MCA
2949
Maryland Capital Advisors
Maryland
$98.9K
GPI
2950
General Partner Inc
Pennsylvania
$98.7K