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 %
MCM
2951
Mainstream Capital Management
California
$96.9K +$96.9K +441 New
FPF
2952
First Pacific Financial
Washington
$96.7K +$8.79K +40 +10%
MCM
2953
MidAtlantic Capital Management
Virginia
$95.8K
BFS
2954
Burkett Financial Services
South Carolina
$95.3K +$660 +3 +0.7%
LI
2955
Louisbourg Investments
New Brunswick, Canada
$95K +$40.7K +185 +75%
TC
2956
Trust Company
Kansas
$94.7K
CMA
2957
Cedar Mountain Advisors
Oregon
$94.3K +$659 +3 +0.7%
GFL
2958
Granite FO LLC
New Hampshire
$94.1K
CF
2959
Conquis Financial
California
$93.9K +$93.9K +427 New
NECFA
2960
New England Capital Financial Advisors
Connecticut
$92.6K
RFG
2961
REAP Financial Group
Texas
$91.1K +$59.7K +272 +190%
PWA
2962
Physician Wealth Advisors
Utah
$89.8K +$89.8K +409 New
CW
2963
Curio Wealth
Maryland
$88.2K +$88.2K +401 New
FGC
2964
Financial Gravity Companies
Texas
$87.9K +$87.9K +400 New
BIA
2965
Bell Investment Advisors
California
$87.7K +$1.1K +5 +1%
SO
2966
Sierra Ocean
California
$86.5K +$86.5K +393 New
FC
2967
Fairscale Capital
New Hampshire
$85.7K
BOJHT
2968
Bank of Jackson Hole Trust
Wyoming
$85.5K +$85.5K +389 New
AF
2969
Aviso Financial
Ontario, Canada
$85.1K
OAJ
2970
Ogorek Anthony Joseph
New York
$84K -$1.76K -8 -2%
CFS
2971
CGC Financial Services
Oregon
$83.1K
BTC
2972
Bank & Trust Company
Illinois
$82.7K
MAM
2973
Meeder Asset Management
Ohio
$82K -$43.7K -199 -35%
AWM
2974
Accredited Wealth Management
Kentucky
$80.5K +$80.5K +366 New
CWM
2975
Centricity Wealth Management
Ohio
$80K +$80K +364 New