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 %
HKIM
651
Hayek Kallen Investment Management
Alabama
$5.99M -$74.7K -340 -1%
GF
652
Gabelli Funds
New York
$5.98M -$656K -2,985 -10%
ECG
653
Edge Capital Group
Georgia
$5.96M -$23.5K -107 -0.4%
MMM
654
Mendel Money Management
Illinois
$5.96M -$438K -1,993 -7%
ISB
655
Iowa State Bank
Iowa
$5.96M -$126K -572 -2%
EFM
656
E Fund Management
China
$5.91M +$1.93M +8,794 +49%
RAG
657
RIA Advisory Group
Iowa
$5.87M +$266K +1,208 +5%
IIC
658
Ironwood Investment Counsel
Arizona
$5.84M +$33K +150 +0.6%
PAMG
659
Patton Albertson Miller Group
Tennessee
$5.84M +$47K +214 +0.8%
WG
660
Winton Group
United Kingdom
$5.82M +$23.5K +107 +0.4%
TMAM
661
Tokio Marine Asset Management
Japan
$5.82M +$282K +1,281 +5%
Jacobs Levy Equity Management
662
Jacobs Levy Equity Management
New Jersey
$5.82M +$5.82M +26,472 New
SC
663
SouthState Corp
Florida
$5.81M -$74.1K -337 -1%
TW
664
Trajan Wealth
Arizona
$5.81M -$215K -976 -4%
MOS
665
MGO One Seven
Ohio
$5.79M +$290K +1,319 +5%
GIA
666
Gladstone Institutional Advisory
Florida
$5.76M -$47.3K -215 -0.8%
RMC
667
Resources Management Corp
Connecticut
$5.74M -$111K -505 -2%
HFS
668
Hantz Financial Services
Michigan
$5.68M +$48.4K +220 +0.9%
HDIM
669
Hanson & Doremus Investment Management
Vermont
$5.68M +$355K +1,617 +7%
LF
670
Longbow Finance
Switzerland
$5.67M +$268K +1,221 +5%
CA
671
CoreCap Advisors
Michigan
$5.65M +$1.53M +6,942 +37%
CW
672
CreativeOne Wealth
Kansas
$5.65M +$207K +941 +4%
OIA
673
OneDigital Investment Advisors
Kansas
$5.65M -$73K -332 -1%
HWAM
674
Hennion & Walsh Asset Management
New Jersey
$5.64M -$490K -2,230 -8%
BCWM
675
Bartlett & Co Wealth Management
Ohio
$5.57M -$60.9K -277 -1%