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 %
OAM
551
Ostrum Asset Management
France
$8.29M -$2.59M -11,789 -24%
CCM
552
Channing Capital Management
Illinois
$8.23M -$919K -4,181 -10%
LAM
553
L2 Asset Management
Massachusetts
$8.22M +$549K +2,497 +7%
FM
554
Foster & Motley
Ohio
$8.2M -$249K -1,134 -3%
DAS
555
Dynamic Advisor Solutions
Arizona
$8.17M -$26.8K -122 -0.3%
RG
556
Rathbones Group
United Kingdom
$8.13M +$258K +1,173 +3%
CS
557
Cannell & Spears
New York
$8.04M -$138K -626 -2%
SIA
558
Sit Investment Associates
Minnesota
$8.01M -$440K -2,000 -5%
AHC
559
Anderson Hoagland & Co
Missouri
$8.01M +$3.98M +17,721 +99%
EDRH
560
Edmond de Rothschild Holding
Switzerland
$7.99M -$1.44M -6,573 -15%
AIP
561
Ameritas Investment Partners
Nebraska
$7.98M -$177K -803 -2%
SPC
562
Sigma Planning Corp
Michigan
$7.94M +$434K +1,972 +6%
RBC
563
Romano Brothers & Co
Illinois
$7.93M -$109K -497 -1%
GIM
564
Goelzer Investment Management
Indiana
$7.89M -$148K -674 -2%
I
565
InvesTrust
Oklahoma
$7.85M +$7.85M +35,691 New
LIM
566
Lathrop Investment Management
Arkansas
$7.84M -$198K -903 -2%
NAAA
567
New Age Alpha Advisors
New York
$7.83M +$7.83M +35,603 New
Wolverine Trading
568
Wolverine Trading
Illinois
$7.82M +$6.55M +29,721 +513%
CBTWT
569
Community Bank & Trust (Waco, Texas)
Texas
$7.82M +$61.3K +279 +0.8%
BFG
570
Berger Financial Group
Minnesota
$7.77M +$49.9K +227 +0.6%
PCIA
571
Prime Capital Investment Advisors
Kansas
$7.75M -$170K -775 -2%
VanEck Associates
572
VanEck Associates
New York
$7.74M -$36.2M -164,743 -82%
DWM
573
Dorchester Wealth Management
Quebec, Canada
$7.66M -$2.62M -11,910 -25%
ClearBridge Investments
574
ClearBridge Investments
New York
$7.65M -$1.31M -5,970 -15%
ATIA
575
American Trust Investment Advisors
New Hampshire
$7.64M +$200K +911 +3%