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 %
LFAS
626
Level Four Advisory Services
Texas
$6.38M -$206K -936 -3%
RA
627
RFG Advisory
Alabama
$6.36M +$231K +1,049 +4%
VST
628
Van Strum & Towne
California
$6.36M +$468K +2,130 +8%
CICC
629
Capital Investment Counsel (Colorado)
Colorado
$6.36M +$335K +1,526 +6%
FMI
630
Factory Mutual Insurance
Massachusetts
$6.33M
AGC
631
Aspen Grove Capital
Colorado
$6.33M +$11.4K +52 +0.2%
LOAMS
632
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.29M +$623K +2,832 +11%
RFM
633
Royal Fund Management
Florida
$6.27M -$7.14M -32,010 -53%
SIA
634
SGL Investment Advisors
Montana
$6.26M +$706K +2,758 +13%
TAM
635
Tocqueville Asset Management
New York
$6.24M -$48.1K -219 -0.8%
KWM
636
Kingsview Wealth Management
Oregon
$6.22M +$723K +3,287 +13%
KCP
637
Kera Capital Partners
California
$6.19M +$6.19M +28,180 New
CSP
638
Cary Street Partners
Virginia
$6.19M +$6.19M +28,152 New
PCG
639
Prosperity Consulting Group
Maryland
$6.18M -$32.5K -148 -0.5%
FCMA
640
Foresight Capital Management Advisors
Michigan
$6.17M +$34.3K +156 +0.6%
WTC
641
WhitTier Trust Company
Nevada
$6.13M -$33.2K -151 -0.5%
IMC Chicago
642
IMC Chicago
Illinois
$6.11M +$6.11M +27,778 New
TCM
643
Tufton Capital Management
Maryland
$6.1M -$54.7K -249 -0.9%
FCA
644
FLC Capital Advisors
California
$6.1M -$38.3K -174 -0.6%
HI
645
Horizon Investments
North Carolina
$6.08M +$127K +583 +2%
WANY
646
Wealthspire Advisors (New York)
New York
$6.06M +$273K +1,241 +5%
AC
647
Allstate Corporation
Illinois
$6.02M +$6.02M +27,383 New
EFMC
648
Empire Financial Management Company
New York
$6.01M -$604K -2,748 -9%
HPIA
649
Hamilton Point Investment Advisors
North Carolina
$6.01M +$127K +579 +2%
JCM
650
Jacobi Capital Management
Pennsylvania
$6M -$37.8K -172 -0.6%