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 %
GLA
476
Great Lakes Advisors
Illinois
$10.8M -$1.55M -7,053 -13%
RIA
477
RPG Investment Advisory
California
$10.7M -$2.68M -12,194 -20%
FCBT
478
First Citizens Bank & Trust
North Carolina
$10.6M -$257K -1,168 -2%
SW
479
SteelPeak Wealth
California
$10.6M +$3.84M +17,473 +57%
LA
480
Lynch & Associates
Indiana
$10.6M +$61.1K +278 +0.6%
AFA
481
Abacus FCF Advisors
Florida
$10.6M +$3.35M +15,252 +46%
NIM
482
NEOS Investment Management
Connecticut
$10.6M +$1.14M +5,176 +12%
SBWIC
483
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.5M -$177K -803 -2%
SWIG
484
Strategic Wealth Investment Group
Kentucky
$10.5M +$40K +182 +0.4%
CB
485
Cadence Bank
Mississippi
$10.5M -$80.5K -366 -0.8%
GIA
486
Guyasuta Investment Advisors
Pennsylvania
$10.5M -$263K -1,197 -2%
CCM
487
Cohen Capital Management
California
$10.5M
Envestnet Portfolio Solutions
488
Envestnet Portfolio Solutions
Illinois
$10.5M -$543K -2,471 -5%
CIA
489
Concurrent Investment Advisors
Florida
$10.5M +$2.91M +13,234 +38%
PFM
490
Premier Fund Managers
United Kingdom
$10.4M
WBC
491
Westpac Banking Corp
Australia
$10.3M +$8.79M +40,000 +588%
FTC
492
Farmers Trust Company
Ohio
$10.2M -$377K -1,716 -4%
GHAM
493
Gilman Hill Asset Management
Connecticut
$10.1M -$5.52M -25,116 -35%
SCM
494
Schnieders Capital Management
California
$10.1M -$316K -1,437 -3%
DWM
495
Dakota Wealth Management
Florida
$10.1M -$5.26M -23,936 -34%
MFIM
496
Mesirow Financial Investment Management
Illinois
$9.99M +$4.98M +22,656 +99%
GFG
497
Greystone Financial Group
Michigan
$9.94M +$426K +1,940 +4%
CIC
498
Cutler Investment Counsel
Oregon
$9.94M -$225K -1,025 -2%
WTFG
499
Wells Trecaso Financial Group
Ohio
$9.92M +$96.7K +440 +1%
AOWM
500
Alpha Omega Wealth Management
Virginia
$9.79M -$213K -969 -2%