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 %
KL
601
KWMG LLC
Kansas
$6.81M -$459K -2,087 -6%
TFA
602
Toth Financial Advisory
Virginia
$6.79M -$254K -1,157 -4%
BCM
603
Birmingham Capital Management
Alabama
$6.78M -$865K -3,935 -11%
EF
604
Empirical Finance
Pennsylvania
$6.78M -$84.9K -386 -1%
KRSITF
605
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.78M +$1.66M +8,873 +33%
LJHT
606
Laurie J. Hall Trustee
$6.78M +$11K +50 +0.2%
MSAM
607
Moloney Securities Asset Management
Missouri
$6.75M -$326K -1,485 -5%
FB
608
Fulton Bank
Pennsylvania
$6.74M -$1.08M -4,910 -14%
1SB
609
1ST Source Bank
Indiana
$6.74M -$128K -584 -2%
TS
610
Triglav Skladi
Slovenia
$6.7M +$6.7M +30,500 New
SC
611
Searle & Co
Connecticut
$6.64M -$165K -749 -2%
ACA
612
Aptus Capital Advisors
Alabama
$6.63M +$3.33M +15,143 +101%
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$6.62M -$60.5K -275 -0.9%
HEIP
614
Hudson Edge Investment Partners
New Jersey
$6.62M -$410K -1,866 -6%
LG
615
LaFleur & Godfrey
Michigan
$6.55M -$371K -1,688 -5%
CPA
616
Capital Planning Advisors
California
$6.53M +$219K +997 +3%
PSP
617
Principal Street Partners
Tennessee
$6.52M -$223K -1,015 -3%
OBAM
618
ODDO BHF Asset Management
France
$6.51M +$1.15M +5,212 +21%
SA
619
Shilanski & Associates
Alaska
$6.51M -$77.8K -354 -1%
FPAS
620
Focus Partners Advisor Solutions
Missouri
$6.51M +$2.15M +9,768 +49%
BE
621
Bonness Enterprises
District of Columbia
$6.5M
PA
622
Parallel Advisors
California
$6.49M -$879 -4 -0%
HIC
623
Holderness Investments Company
North Carolina
$6.48M +$179K +815 +3%
NMIMC
624
Northwestern Mutual Investment Management Company
Wisconsin
$6.45M +$36.1K +164 +0.6%
Capstone Investment Advisors
625
Capstone Investment Advisors
New York
$6.43M +$5.64M +25,665 +712%