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 %
RCM
401
Radnor Capital Management
Pennsylvania
$13.9M -$565K -2,570 -4%
FCI
402
Financial Counselors Inc
Kansas
$13.9M -$221K -1,006 -2%
BF
403
BOK Financial
Oklahoma
$13.9M -$103K -467 -0.7%
MCM
404
MAI Capital Management
Ohio
$13.8M +$1.83M +8,328 +15%
Qube Research & Technologies (QRT)
405
Qube Research & Technologies (QRT)
United Kingdom
$13.8M +$13.8M +62,678 New
SIG
406
Sargent Investment Group
Maryland
$13.7M +$695K +3,199 +5%
CRC
407
Curi RMB Capital
Illinois
$13.7M +$1.66M +7,533 +14%
BMSSC
408
B. Metzler seel. Sohn & Co
Germany
$13.6M +$181K +824 +1%
MGP
409
Metis Global Partners
California
$13.6M +$326K +1,482 +2%
AF
410
Allworth Financial
California
$13.6M +$4.23M +18,926 +45%
KCM
411
Kanawha Capital Management
Virginia
$13.6M +$23.3K +106 +0.2%
WF
412
Welch & Forbes
Massachusetts
$13.5M -$176K -802 -1%
SCM
413
Shelton Capital Management
Colorado
$13.5M -$21.5K -98 -0.2%
LCS
414
Levin Capital Strategies
New York
$13.4M -$5.97M -27,149 -31%
IAA
415
Independent Advisor Alliance
North Carolina
$13.2M +$1.24M +5,629 +10%
FLPIM
416
F.L. Putnam Investment Management
Massachusetts
$13.2M -$657K -2,988 -5%
SWP
417
Strategic Wealth Partners
Ohio
$13.2M +$3.45M +13,310 +35%
FSA
418
Franklin Street Advisors
North Carolina
$13.1M -$1.52M -6,930 -10%
HAG
419
HighPoint Advisor Group
Illinois
$13.1M +$110K +433 +0.8%
NC
420
NewSquare Capital
Pennsylvania
$13.1M -$76.6K -353 -0.6%
WS
421
Wedbush Securities
California
$12.9M +$1.08M +4,934 +9%
GIM
422
Grassi Investment Management
California
$12.9M -$39.6K -180 -0.3%
GWM
423
Greenwich Wealth Management
Connecticut
$12.9M -$132K -601 -1%
TRCT
424
Tower Research Capital (TRC)
New York
$12.7M +$1.72M +7,802 +16%
FFBTD
425
First Financial Bank - Trust Division
Ohio
$12.6M -$112K -510 -0.9%