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 %
AWM
3001
Activest Wealth Management
Florida
$56K +$1.54K +7 +3%
HB
3002
Horizon Bancorp
Indiana
$55K -$43.6K -198 -44%
APW
3003
Atlantic Private Wealth
North Carolina
$55K
GA
3004
GoalVest Advisory
New York
$54.5K
GK
3005
Graney & King
New York
$53.4K +$53.4K +243 New
Q1WB
3006
Quest 10 Wealth Builders
Virginia
$50.6K +$50.6K +230 New
PC
3007
Promus Capital
Illinois
$48.4K +$48.4K +220 New
MLCM
3008
M & L Capital Management
United Kingdom
$48.4K +$48.4K +220 New
GG
3009
Gleason Group
Kentucky
$47.8K +$220 +1 +0.5%
RTL
3010
Red Tortoise LLC
Georgia
$47.2K +$2.63K +12 +6%
MBFW
3011
Morton Brown Family Wealth
Pennsylvania
$45.5K -$28.4K -129 -38%
SC
3012
Steph & Co
Wisconsin
$45.5K
CIAS
3013
CBIZ Investment Advisory Services
Ohio
$45.4K +$1.98K +9 +5%
LG
3014
LAM Group
Oregon
$44.4K
FNWA
3015
Financial Network Wealth Advisors
Utah
$44K -$332K -1,512 -88%
OLVIG
3016
Oliver Lagore Vanvalin Investment Group
Michigan
$44K
CJ
3017
Caitlin John
Michigan
$43.9K -$6.15K -28 -12%
IA
3018
IFS Advisors
Kansas
$43.3K
JEST
3019
JTC Employer Solutions Trustee
Jersey
$43K
MRP
3020
Measured Risk Portfolios
California
$42.9K +$42.9K +195 New
PSFG
3021
Park Square Financial Group
Georgia
$42.6K +$42.6K +194 New
TC
3022
Tacita Capital
Ontario, Canada
$42.2K +$26.8K +122 +174%
DCM
3023
Davis Capital Management
Florida
$40.9K
MA
3024
Modus Advisors
Minnesota
$39.8K +$39.8K +181 New
WI
3025
Wintrust Investments
Illinois
$38K -$6.51K -30 -15%