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 %
SBH
701
Segall Bryant & Hamill
Illinois
$5.21M
SFWA
702
Summit Financial Wealth Advisors
Louisiana
$5.2M -$130K -500 -2%
WCM
703
Windward Capital Management
California
$5.2M -$59.1K -269 -1%
FSA
704
Financial Sense Advisors
California
$5.18M -$73K -332 -1%
HC
705
Hourglass Capital
Texas
$5.17M -$1.45M -6,590 -22%
KCPG
706
Kavar Capital Partners Group
Kansas
$5.16M -$118K -535 -2%
SF
707
Summit Financial
New Jersey
$5.14M +$2.06M +9,393 +67%
PVI
708
Pine Valley Investments
New Jersey
$5.12M +$423K +1,924 +9%
IA
709
IFP Advisors
Florida
$5.11M +$367K +1,670 +8%
WI
710
Wahed Invest
New York
$5.1M +$5.1M +23,221 New
S
711
SignatureFD
Georgia
$5.07M +$775K +3,524 +18%
ACG
712
Allen Capital Group
Nebraska
$5.06M +$169K +771 +3%
CCP
713
Cunning Capital Partners
North Carolina
$5.05M
CAG
714
Crestwood Advisors Group
Massachusetts
$5.03M +$165K +749 +3%
SCA
715
STALEY CAPITAL ADVISERS
Pennsylvania
$5.01M -$65.9K -300 -1%
JPMIA
716
J.P. Marvel Investment Advisors
Massachusetts
$4.99M -$52.8K -240 -1%
Bank Julius Baer & Co
717
Bank Julius Baer & Co
Switzerland
$4.99M +$1.26M +5,194 +34%
RIA
718
Regal Investment Advisors
Michigan
$4.99M +$107K +485 +2%
FNB
719
Farmers National Bank
Kentucky
$4.99M +$4.99M +22,678 New
NEAM
720
New England Asset Management
Connecticut
$4.98M -$2.31M -10,520 -32%
EWM
721
Elevatus Welath Management
New York
$4.96M -$2.22M -10,107 -31%
MCC
722
Money Concepts Capital
Florida
$4.95M +$10.3K +47 +0.2%
BBA
723
BLB&B Advisors
Pennsylvania
$4.93M -$334K -1,521 -6%
WP
724
WealthPLAN Partners
Nebraska
$4.9M -$301K -1,367 -6%
PJWM
725
Philip James Wealth Mangement
Georgia
$4.9M -$185K -843 -4%