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 %
FIA
3026
FPC Investment Advisory
California
$35.8K
RWM
3027
Rialto Wealth Management
New York
$35.3K +$35.3K +161 New
FP
3028
Financial Perspectives
Minnesota
$35.2K
VWA
3029
Valued Wealth Advisors
Utah
$34.5K +$19.8K +90 +134%
AWM
3030
Avondale Wealth Management
Texas
$34.3K +$12.3K +56 +56%
HCA
3031
Heck Capital Advisors
Wisconsin
$34.1K
TCG
3032
Transcendent Capital Group
Oklahoma
$33.9K
GCM
3033
Gables Capital Management
Florida
$33K
VLKIM
3034
Van Lanschot Kempen Investment Management
Netherlands
$32.3K
RL
3035
Rogco LP
Oklahoma
$31.9K
HCM
3036
Horrell Capital Management
Arkansas
$31K
DFA
3037
DHJJ Financial Advisors
Illinois
$30.6K
VFM
3038
Vision Financial Markets
Connecticut
$30.6K +$30.6K +139 New
LIS
3039
Legacy Investment Solutions
Idaho
$30K +$2.78K +11 +10%
LWMI
3040
Legacy Wealth Management (Idaho)
Idaho
$30K +$2.78K +11 +10%
PPC
3041
Park Place Capital
Alabama
$29.9K
HBW
3042
Hazlett, Burt & Watson
West Virginia
$28K
WAS
3043
Winch Advisory Services
Wisconsin
$26.6K +$9K +41 +51%
SRCM
3044
Signature Resources Capital Management
California
$26.4K
CFS
3045
Compass Financial Services
Iowa
$26K +$26K +118 New
ACA
3046
American Capital Advisory
Idaho
$25.5K
CCMI
3047
Creative Capital Management Investments
California
$24.8K +$8.57K +39 +53%
FIM
3048
FWL Investment Management
Texas
$24.2K -$3.3K -15 -12%
XC
3049
XY Capital
Hong Kong
$24.2K +$24.2K +110 New
MFG
3050
Mendota Financial Group
Wisconsin
$23.1K -$440 -2 -2%