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 %
FAM
3201
Flaharty Asset Management
Florida
-$111K -503 Closed
HGA
3202
Hobbs Group Advisors
South Carolina
-$108K -489 Closed
WPWM
3203
Western Pacific Wealth Management
Illinois
-$82.9K -375 Closed
LIP
3204
Liontrust Investment Partners
United Kingdom
-$44.8K -259 Closed
HIM
3205
Hillsdale Investment Management
Ontario, Canada
-$56.8K -257 Closed
A
3206
AlphaQuest
New York
-$52.6K -238 Closed
CPA
3207
Capital Performance Advisors
California
-$43.1K -195 Closed
KC
3208
Kepos Capital
New York
-$37K -166 Closed
SOW
3209
State of Wyoming
Wyoming
-$36K -163 Closed
DI
3210
DAGCO Inc
Ohio
-$27.6K -125 Closed
MWA
3211
MFA Wealth Advisors
Pennsylvania
-$19.5K -88 Closed
RWA
3212
Redmont Wealth Advisors
Illinois
-$11.7K -53 Closed
CA
3213
Claris Advisors
Missouri
-$8.4K -38 Closed
GPFA
3214
Game Plan Financial Advisors
Ohio
-$8.18K -37 Closed
GAG
3215
Goodman Advisory Group
Massachusetts
-$5.75K -26 Closed
TFA
3216
Transamerica Financial Advisors
Florida
-$4K -16 Closed
LIA
3217
Luken Investment Analytics
Tennessee
-$1.77K -8 Closed
RWM
3218
Reston Wealth Management
Virginia
-$884 -4 Closed
DWM
3219
Dogwood Wealth Management
Kansas
-$26