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 %
TCA
3076
Trifecta Capital Advisors
Illinois
$12.3K
BCA
3077
Bray Capital Advisors
Florida
$11K
RAM
3078
Ramirez Asset Management
New York
$11K
FG
3079
Fairman Group
Pennsylvania
$10.5K +$219 +1 +2%
TWD
3080
True Wealth Design
Ohio
$9.26K +$2.43K +11 +35%
QL
3081
Quarry LP
New York
$8.79K -$108K -490 -92%
WCM
3082
Westend Capital Management
California
$8.79K
FA
3083
Fedenia Advisers
Wisconsin
$8.79K +$8.79K +40 New
NWM
3084
Navigoe Wealth Management
California
$8K +$8K +40 New
HWM
3085
Horizons Wealth Management
North Carolina
$7.69K
CAWM
3086
Capital A Wealth Management
Pennsylvania
$7.69K +$7.69K +35 New
SVCP
3087
Silicon Valley Capital Partners
California
$6.82K +$6.82K +31 New
HWP
3088
Highline Wealth Partners
California
$6.82K +$1.1K +5 +19%
CI
3089
Cordant Inc
Oregon
$6.6K
HFS
3090
HBC Financial Services
Washington
$6K
WMS
3091
Wealth Management Strategies
Pennsylvania
$5.07K +$5.07K +2,306 New
TPW
3092
Talon Private Wealth
Florida
$5.06K -$1.98K -9 -28%
PWA
3093
Principia Wealth Advisory
Texas
$5.06K +$5.06K +23 New
CFP
3094
Comprehensive Financial Planning
Pennsylvania
$4.68K +$4.68K +21 New
PS
3095
PayPay Securities
Japan
$4.18K -$440 -2 -10%
WW
3096
Winnow Wealth
Texas
$4.03K +$4.03K +19 New
NL
3097
NVWM LLC
Pennsylvania
$3.74K +$440 +2 +13%
FS
3098
Financially Speaking
Colorado
$3.52K +$3.52K +16 New
SIM
3099
Synergy Investment Management
Florida
$3.3K +$3.3K +15 New
PWM
3100
Parkworth Wealth Management
California
$3.08K +$3.08K +258 New