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 %
AWS
351
Atria Wealth Solutions
New York
$17.7M +$1.23M +5,581 +7%
BRWA
352
B. Riley Wealth Advisors
Florida
$17.6M -$522K -2,374 -3%
OPERF
353
Oregon Public Employees Retirement Fund
Oregon
$17.4M +$90.1K +410 +0.5%
GAM
354
Generali Asset Management
Italy
$17.4M +$17.4M +79,026 New
O
355
Ossiam
France
$17.3M -$48.3M -219,850 -74%
GIA
356
GHP Investment Advisors
Colorado
$17.3M +$227K +1,031 +1%
WB
357
WesBanco Bank
West Virginia
$17M -$2.57M -11,679 -13%
IMPI
358
Ilmarinen Mutual Pension Insurance
Finland
$17M +$4.4M +20,000 +35%
KPWS
359
Kestra Private Wealth Services
Texas
$16.9M +$2.28M +10,349 +16%
USCWA
360
U.S. Capital Wealth Advisors
Texas
$16.9M +$404K +1,837 +2%
BHWM
361
Bar Harbor Wealth Management
New Hampshire
$16.9M +$215K +977 +1%
VI
362
Vestcor Inc
New Brunswick, Canada
$16.9M -$465K -2,114 -3%
OC
363
Oppenheimer & Co
New York
$16.8M +$1.23M +5,575 +8%
OGC
364
Oak Grove Capital
New Hampshire
$16.7M -$411K -1,870 -2%
HPC
365
HM Payson & Co
Maine
$16.6M -$67K -305 -0.4%
Nordea Investment Management
366
Nordea Investment Management
Sweden
$16.6M +$1.02M +4,625 +7%
PR
367
Payden & Rygel
California
$16.4M -$1.17M -5,300 -7%
TI
368
Trexquant Investment
Connecticut
$16.3M +$16.3M +74,339 New
ECM
369
Estabrook Capital Management
New York
$16.3M -$69K -314 -0.4%
ASN
370
Advisory Services Network
Georgia
$16.3M -$1.03M -4,678 -6%
Bessemer Group
371
Bessemer Group
New Jersey
$16.3M -$121K -550 -0.7%
SRC
372
Shufro Rose & Co
New York
$16.1M -$31.7K -144 -0.2%
CIC
373
Canal Insurance Company
South Carolina
$16M
GC
374
Gillson Capital
Illinois
$16M -$314K -1,427 -2%
GIBU
375
Gulf International Bank (UK)
United Kingdom
$15.6M -$174K -790 -1%