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 %
PWM
726
Perigon Wealth Management
California
$4.89M +$270K +1,213 +6%
VFM
727
Viking Fund Management
North Dakota
$4.88M
SCA
728
Stonebridge Capital Advisors
Minnesota
$4.86M -$95.8K -436 -2%
PA
729
Profund Advisors
Maryland
$4.85M -$564K -2,565 -10%
SFI
730
Siemens Fonds Invest
Germany
$4.85M +$144K +653 +3%
WTA
731
Washington Trust Advisors
Massachusetts
$4.84M -$67.7K -308 -1%
MYIA
732
Mount Yale Investment Advisors
Colorado
$4.84M +$271K +1,233 +6%
BBA
733
Baader Bank Aktiengesellschaft
Germany
$4.84M -$75.2K -342 -2%
SFG
734
SevenBridge Financial Group
Pennsylvania
$4.81M +$336K +1,320 +8%
CWM
735
Congress Wealth Management
Massachusetts
$4.78M +$437K +1,987 +10%
RIL
736
Rothschild Investment LLC
Illinois
$4.76M +$53K +241 +1%
CYG
737
Clean Yield Group
Vermont
$4.74M +$138K +627 +3%
NLP
738
Next Level Private
New York
$4.74M +$11K +50 +0.2%
MGIA
739
Moneta Group Investment Advisors
Missouri
$4.74M +$813K +3,698 +21%
CIP
740
Convergence Investment Partners
Florida
$4.74M -$2.48M -11,273 -34%
TAIM
741
Te Ahumairangi Investment Management
New Zealand
$4.73M -$2.59M -11,803 -35%
PFA
742
Pathway Financial Advisers
Indiana
$4.71M +$4.71M +21,409 New
SSG
743
Summit Securities Group
New York
$4.7M +$4.4M +20,000 +1,429%
VWM
744
Valley Wealth Managers
New Jersey
$4.69M -$352K -1,600 -7%
MWM
745
Modera Wealth Management
New Jersey
$4.67M -$253K -1,152 -5%
USAA
746
United Services Automobile Association
Texas
$4.65M
BJL
747
Brighton Jones LLC
Washington
$4.62M +$511K +2,323 +12%
BTI
748
Blue Trust Inc
Georgia
$4.61M +$588K +2,673 +15%
SCM
749
Stonebridge Capital Management
California
$4.6M -$76.9K -350 -2%
BB
750
Busey Bank
Illinois
$4.59M -$56.7K -258 -1%