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 %
AG
426
Advocate Group
Minnesota
$12.6M -$1.86M -8,464 -13%
HIMCH
427
Hartford Investment Management Co (HIMCO)
Connecticut
$12.6M -$188K -856 -1%
PWP
428
Principle Wealth Partners
Connecticut
$12.6M -$48.6K -221 -0.4%
DP
429
Dearborn Partners
Illinois
$12.5M +$162K +736 +1%
VA
430
Vident Advisory
Georgia
$12.4M +$3.8M +17,282 +44%
SC
431
Savant Capital
Illinois
$12.4M -$595K -2,705 -5%
FNT
432
First National Trust
Pennsylvania
$12.3M -$437K -1,990 -3%
HIC
433
Hartline Investment Corp
Illinois
$12.3M -$144K -656 -1%
BCM
434
Beddow Capital Management
Wyoming
$12.3M -$14.3K -65 -0.1%
RFC
435
Regions Financial Corp
Alabama
$12.2M -$235K -1,067 -2%
D.E. Shaw & Co
436
D.E. Shaw & Co
New York
$12.2M -$11M -49,902 -47%
EF
437
Empowered Funds
Pennsylvania
$12.1M -$3.71M -16,870 -23%
AWM
438
Apollon Wealth Management
South Carolina
$12.1M +$1.64M +7,472 +16%
AAIM
439
American Assets Investment Management
California
$12.1M
FT
440
Fiduciary Trust
Massachusetts
$12.1M +$369K +1,679 +3%
MWM
441
Meridian Wealth Management
Kentucky
$12.1M -$659K -2,999 -5%
EWM
442
Evercore Wealth Management
New York
$12M +$383K +1,740 +3%
BCI
443
Brinker Capital Investments
Pennsylvania
$12M +$1.1M +4,985 +10%
OPS
444
Orion Portfolio Solutions
Nebraska
$12M +$1.1M +4,985 +10%
UB
445
UMB Bank
Missouri
$12M -$597K -2,717 -5%
BIA
446
Biondo Investment Advisors
Pennsylvania
$11.9M +$144K +657 +1%
PI
447
PineBridge Investments
New York
$11.9M -$1.28M -5,834 -10%
OAC
448
OMERS Administration Corp
Ontario, Canada
$11.9M -$841K -3,826 -7%
NRS
449
Neville Rodie & Shaw
New York
$11.9M +$748K +3,402 +7%
UM
450
UniSuper Management
Australia
$11.8M +$99.1K +451 +0.8%