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 %
BMCM
376
Bryn Mawr Capital Management
Pennsylvania
$15.6M -$531K -2,414 -3%
SI
377
Stephens Inc
Arkansas
$15.5M -$51.7K -235 -0.3%
LCAM
378
London & Capital Asset Management
United Kingdom
$15.4M +$15.4M +70,061 New
HWM
379
HB Wealth Management
Georgia
$15.4M +$378K +1,719 +3%
CM
380
Churchill Management
California
$15.1M +$416K +1,891 +3%
JHP
381
James Hambro & Partners
United Kingdom
$15.1M -$781K -3,548 -5%
JC
382
Jacobs & Co
California
$14.9M -$664K -3,022 -4%
BFA
383
Bragg Financial Advisors
North Carolina
$14.9M +$189K +858 +1%
JMFC
384
J.M. Forbes & Co
Massachusetts
$14.7M +$72.1K +328 +0.5%
ST
385
Sabal Trust
Florida
$14.7M -$95K -432 -0.6%
FMI
386
F/M Investments
District of Columbia
$14.7M +$1.07M +4,846 +8%
SBIA
387
Sheaff Brock Investment Advisors
Indiana
$14.7M +$11.2M +50,777 +319%
AF
388
Avanza Fonder
Sweden
$14.7M +$14.7M +66,685 New
TCA
389
Transcend Capital Advisors
New Jersey
$14.6M -$33.2K -151 -0.2%
SWM
390
Stockman Wealth Management
Montana
$14.5M -$1.45M -6,583 -9%
APF
391
Alaska Permanent Fund
Alaska
$14.5M
RCYC
392
Richard C. Young & Co
Rhode Island
$14.5M +$91.4K +416 +0.6%
BAAM
393
Baker Avenue Asset Management
California
$14.4M +$5.96M +27,131 +70%
PCM
394
Penserra Capital Management
California
$14.4M +$6.88M +31,298 +91%
ATN
395
AMF Tjänstepension
Sweden
$14.3M -$16.2M -73,677 -53%
AHC
396
Adell Harriman & Carpenter
Texas
$14.2M +$234K +1,063 +2%
IWA
397
IBEX Wealth Advisors
New Jersey
$14.1M +$14.1M +64,199 New
CIA
398
Capital Investment Advisors
Georgia
$14.1M -$285K -1,297 -2%
WPC
399
Waters Parkerson & Co
Louisiana
$14M -$75.8K -345 -0.5%
KRS
400
Kentucky Retirement Systems
Kentucky
$13.9M -$192K -872 -1%