3,109 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
3,109
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 %
LD
3051
Lipe & Dalton
New York
$22K
TCPG
3052
Trivant Custom Portfolio Group
California
$22K
RWM
3053
Ruedi Wealth Management
Illinois
$22K
EA
3054
Evolution Advisers
Virginia
$21K
AAG
3055
Accordant Advisory Group
Maryland
$20.2K
WCM
3056
WealthTrak Capital Management
Virginia
$20K +$20K +91 New
CWM
3057
Copia Wealth Management
Oregon
$18.7K +$18.7K +85 New
FC
3058
Family CFO
California
$18.1K
HC
3059
Hurley Capital
New York
$18K +$18K +75 New
FWM
3060
FLP Wealth Management
Arkansas
$17.9K +$17.9K +81 New
RWS
3061
Retirement Wealth Solutions
Wisconsin
$17.8K +$17.8K +81 New
HFS
3062
Horizon Financial Services
North Carolina
$17.6K
CAM
3063
Costello Asset Management
Pennsylvania
$17.6K +$17.6K +80 New
AIM
3064
Arcadia Investment Management
Michigan
$16.5K
MMCM
3065
Murphy & Mullick Capital Management
New York
$15.8K +$15.8K +72 New
FW
3066
Fairway Wealth
Ohio
$15.4K +$15.4K +70 New
CWM
3067
Consultiva Wealth Management
Puerto Rico
$15.4K +$15.4K +70 New
CWA
3068
Carolina Wealth Advisors
South Carolina
$15.2K -$427K -1,942 -97%
RJA
3069
Ross\Johnson & Associates
Minnesota
$15.2K +$15.2K +69 New
GWM
3070
Guardian Wealth Management
Illinois
$15.1K
SMAM
3071
Sugar Maple Asset Management
Wisconsin
$14.7K +$14.7K +67 New
RPA
3072
Redwood Park Advisors
California
$14.5K +$14.5K +66 New
NMG
3073
New Millennium Group
Utah
$13.4K +$13.4K +61 New
MSFP
3074
Mark Sheptoff Financial Planning
Connecticut
$12.8K
WFA
3075
Wells Financial Advisors
Massachusetts
$12.8K