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 %
KC
676
Kinloch Capital
Virginia
$5.56M -$6.82K -31 -0.1%
GRP
677
Global Retirement Partners
California
$5.55M -$30.1K -137 -0.5%
AFG
678
Atomi Financial Group
New York
$5.55M +$427K +1,943 +8%
JHCP
679
Jackson Hole Capital Partners
Oklahoma
$5.51M -$4.18K -19 -0.1%
SHFA
680
SS&H Financial Advisors
Michigan
$5.51M -$15.4K -70 -0.3%
CTC
681
Central Trust Company
Missouri
$5.5M +$223K +1,016 +4%
VRM
682
Vectors Research Management
New York
$5.5M -$316K -1,439 -5%
GCM
683
Garland Capital Management
Washington
$5.5M -$164K -745 -3%
WAM
684
Weiss Asset Management
Massachusetts
$5.49M +$5.49M +24,961 New
CPC
685
Consolidated Planning Corp
Georgia
$5.48M +$168K +766 +3%
HCM
686
Hilton Capital Management
New York
$5.47M +$5.47M +24,897 New
KA
687
Kintegral Advisory
New York
$5.4M -$252K -1,145 -4%
HH
688
Hilltop Holdings
Texas
$5.39M -$567K -2,579 -10%
SYBT
689
Stock Yards Bank & Trust
Kentucky
$5.38M +$138K +627 +3%
WSC
690
Wellington Shields & Co
New York
$5.32M -$192K -875 -3%
ACM
691
Altrius Capital Management
North Carolina
$5.31M -$184K -835 -3%
SWM
692
Silverlake Wealth Management
Vermont
$5.3M -$109K -496 -2%
Luther King Capital Management (LKCM)
693
Luther King Capital Management (LKCM)
Texas
$5.29M -$214K -975 -4%
SCM
694
Sterling Capital Management
North Carolina
$5.28M -$898K -4,084 -15%
BBNA
695
Bremer Bank National Association
Minnesota
$5.28M -$294K -1,338 -5%
CAM
696
Claret Asset Management
Quebec, Canada
$5.26M -$49.2K -224 -0.9%
Members Trust
697
Members Trust
Florida
$5.23M -$64K -291 -1%
SWP
698
Sagespring Wealth Partners
Tennessee
$5.23M +$5.23M +23,771 New
ACM
699
Argyle Capital Management
Pennsylvania
$5.22M +$40.2K +183 +0.8%
CG
700
Caprock Group
Idaho
$5.22M +$116K +526 +2%