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 %
PI
501
PFG Investments
New York
$9.79M +$106K +493 +1%
BBHC
502
Brown Brothers Harriman & Co
New York
$9.71M -$286K -1,300 -3%
AF
503
Alerus Financial
North Dakota
$9.7M -$35K -159 -0.4%
NMERB
504
New Mexico Educational Retirement Board
New Mexico
$9.66M -$220K -1,000 -2%
WAM
505
Winslow Asset Management
Ohio
$9.66M +$167K +760 +2%
CCMINC
506
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.66M -$12.3K -56 -0.1%
WIM
507
WealthPlan Investment Management
Nebraska
$9.64M -$498K -2,267 -5%
CII
508
Capital International Inc
California
$9.46M +$9.46M +43,055 New
CPCPP
509
Canada Post Corporation Pension Plan
Canada
$9.46M +$9.46M +43,053 New
NC
510
Nicholas Company
Wisconsin
$9.45M -$696K -3,165 -7%
EH
511
Equitable Holdings
New York
$9.43M +$700K +3,184 +8%
NB
512
NBT Bank
New York
$9.41M -$71.4K -325 -0.8%
VDBMI
513
Van Den Berg Management I
Texas
$9.41M -$4.18K -19 -0%
UCFA
514
United Capital Financial Advisors
Texas
$9.27M -$417K -1,898 -4%
CA
515
Clearstead Advisors
Ohio
$9.26M +$53K +241 +0.6%
APP
516
Avantax Planning Partners
Iowa
$9.22M -$63.5K -289 -0.7%
WA
517
Waverly Advisors
Alabama
$9.21M +$1.26M +5,718 +16%
DWT
518
Dorsey & Whitney Trust
South Dakota
$9.16M +$11.2K +51 +0.1%
AMBIA
519
Allen Mooney & Barnes Investment Advisors
Georgia
$9.15M -$246K -1,121 -3%
CWM
520
Cornerstone Wealth Management
Missouri
$9.1M -$45.5K -207 -0.5%
AC
521
Addenda Capital
Quebec, Canada
$9.09M -$25.9K -118 -0.3%
AWAG
522
ARS Wealth Advisors Group
Florida
$9.08M -$156K -708 -2%
EWA
523
EP Wealth Advisors
California
$9.04M +$1.33M +6,053 +17%
JFG
524
Jefferies Financial Group
New York
$8.97M +$3.12M +14,207 +53%
CCM
525
Coldstream Capital Management
Washington
$8.96M +$227K +1,033 +3%