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 %
MGP
526
M&G plc
United Kingdom
$8.95M -$517K -2,348 -5%
AssetMark Inc
527
AssetMark Inc
California
$8.94M +$486K +2,210 +6%
MCM
528
Marathon Capital Management
Maryland
$8.93M -$196K -890 -2%
NIA
529
NIA Impact Advisors
California
$8.93M -$198K -900 -2%
AMG
530
Advisors Management Group
Wisconsin
$8.89M -$56.7K -258 -0.6%
CSIC
531
Clifford Swan Investment Counsel
California
$8.89M -$455K -2,069 -5%
BFIC
532
Bedell Frazier Investment Counselling
California
$8.84M -$258K -1,174 -3%
BHWA
533
Beacon Harbor Wealth Advisors
Virginia
$8.82M +$69.7K +317 +0.8%
FDDB
534
Fidelity D&D Bancorp
Pennsylvania
$8.78M -$20.4K -93 -0.2%
IEFM
535
IQ EQ Fund Management
Ireland
$8.74M -$440K -2,000 -5%
SCA
536
Snowden Capital Advisors
New York
$8.73M -$3.09M -14,068 -26%
CCIA
537
Cherry Creek Investment Advisors
Colorado
$8.69M -$109K -497 -1%
LNWTC
538
Laird Norton Wetherby Trust Company
Washington
$8.68M
JIC
539
Johnson Investment Counsel
Ohio
$8.64M -$60.5K -275 -0.7%
MDCM
540
Morgan Dempsey Capital Management
Wisconsin
$8.57M -$3.54M -16,087 -29%
CAM
541
Columbia Asset Management
Michigan
$8.57M -$513K -2,333 -6%
PGA
542
Portland Global Advisors
Maine
$8.52M -$82.7K -376 -1%
MA
543
Mutual Advisors
Nebraska
$8.5M +$79.7K +358 +0.9%
CC
544
Courier Capital
New York
$8.5M -$2.37M -10,777 -22%
SMI
545
Shelter Mutual Insurance
Missouri
$8.46M
WT
546
Whittier Trust
California
$8.43M -$163K -741 -2%
SIC
547
SFE Investment Counsel
California
$8.38M -$82.4K -375 -1%
CIC
548
Carnegie Investment Counsel
Ohio
$8.38M +$369K +1,680 +5%
FIA
549
Foundations Investment Advisors
Arizona
$8.38M +$1.72M +7,815 +26%
MIM
550
Montgomery Investment Management
Maryland
$8.35M -$33K -150 -0.4%