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 %
HC
2976
Hoese & Co
Minnesota
$78.5K +$78.5K +357 New
CAM
2977
Clarity Asset Management
Iowa
$78.4K +$659 +3 +0.8%
PAG
2978
Paladin Advisory Group
Iowa
$76.5K
NOI
2979
Newton One Investments
Delaware
$76.3K +$76.3K +347 New
WTFG
2980
Wood Tarver Financial Group
Idaho
$76K +$76K +347 New
FLP
2981
Financial Life Planners
Arizona
$72.6K +$72.6K +329 New
HIMS
2982
Hager Investment Management Services
New Hampshire
$72.5K +$72.5K +330 New
RF
2983
Robbins Farley
New Hampshire
$70.1K +$1.32K +6 +2%
MSWM
2984
Mowery & Schoenfeld Wealth Management
Illinois
$69.5K +$16.7K +76 +32%
PPA
2985
Painted Porch Advisors
California
$69.2K +$32.5K +148 +89%
AW
2986
Avion Wealth
Texas
$69K +$1.52K +7 +2%
PCFFS
2987
Pacific Center for Financial Services
California
$68.6K
WA
2988
Whipplewood Advisors
Colorado
$67.9K +$67.9K +309 New
BCPWM
2989
Bradley & Co Private Wealth Management
Florida
$67K +$67K +305 New
DF
2990
Dunhill Financial
United Kingdom
$66.1K +$13.8K +63 +26%
BFP
2991
Briaud Financial Planning
Texas
$66K +$4.14K +19 +7%
ATC
2992
Advantage Trust Company
Kansas
$65.9K
W
2993
WealthCollab
Washington
$65.9K
KFP
2994
Keener Financial Planning
Texas
$65K
TFGT
2995
TS Financial Group (TSFG)
Illinois
$65K +$221 +1 +0.3%
LOIP
2996
Live Oak Investment Partners
Texas
$63.4K -$63.4K
RCM
2997
Richardson Capital Management
Wisconsin
$60.5K
T
2998
Tidemark
California
$59.5K -$14.9K -68 -20%
MC
2999
Montag & Caldwell
Georgia
$59.4K +$59.4K +270 New
HC
3000
Hara Capital
Washington
$57.6K +$28.8K +131 +100%