3,107 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, 1,162 increasing their positions, 1,161 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,107
Holders Change
+196
Holders Change %
+6.73%
% of All Funds
41.37%
Holding in Top 10
83
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.6%
% of All Funds
1.11%
New
365
Increased
1,162
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 %
LP
3176
LGL Partners
Pennsylvania
-$237K -1,072 Closed
RC
3177
Rovin Capital
Arizona
-$237K -1,072 Closed
CA
3178
Calton & Associates
Florida
-$237K -1,070 Closed
MA
3179
Mezzasalma Advisors
New Jersey
-$232K -1,050 Closed
FNBOH
3180
First National Bank of Hutchinson
Kansas
-$226K -1,020 Closed
RW
3181
REDW Wealth
New Mexico
-$223K -1,009 Closed
OR
3182
Olympiad Research
Connecticut
-$222K -1,005 Closed
RR
3183
Robotti Robert
-$221K -1,000 Closed
CF
3184
Clarity Financial
Texas
-$220K -996 Closed
EWM
3185
Endowment Wealth Management
Wisconsin
-$213K -965 Closed
HBWM
3186
Hollow Brook Wealth Management
New York
-$211K -954 Closed
ABLA
3187
Alan B. Lancz & Associates
Ohio
-$209K -946 Closed
ST
3188
Somerset Trust
Pennsylvania
-$208K -940 Closed
FWM
3189
FMB Wealth Management
California
-$207K -934 Closed
SAM
3190
SP Asset Management
California
-$205K -927 Closed
ACM
3191
Argent Capital Management
Missouri
-$201K -907 Closed
AAMC
3192
Asset Allocation & Management Company
Illinois
-$200K -906 Closed
HP
3193
Hilltop Partners
Indiana
-$200K -905 Closed
CPA
3194
Clear Point Advisors
New York
-$194K -876 Closed
SHIM
3195
Stone House Investment Management
Pennsylvania
-$170K -768 Closed
HWM
3196
HighMark Wealth Management
Minnesota
-$169K -765 Closed
VAMG
3197
Voisard Asset Management Group
Michigan
-$147K -666 Closed
SFFS
3198
Stonehage Fleming Financial Services
Jersey
-$139K -630 Closed
APC
3199
Aspire Private Capital
North Carolina
-$135K -610 Closed
MFA
3200
McClarren Financial Advisors
Pennsylvania
-$43 -564 Closed