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 %
OPA
751
Old Port Advisors
Maine
$4.59M +$125K +570 +3%
MFG
752
Merit Financial Group
Georgia
$4.58M +$779K +3,544 +21%
NP
753
NorthRock Partners
Minnesota
$4.57M +$269K +1,223 +6%
GT
754
Greenleaf Trust
Michigan
$4.53M +$242K +1,102 +6%
HA
755
Herold Advisors
New York
$4.52M -$29.5K -134 -0.6%
AF
756
Atala Financial
California
$4.52M +$4.52M +20,547 New
SFG
757
Socha Financial Group
New York
$4.5M +$11K +50 +0.2%
CTA
758
Chesley Taft & Associates
Illinois
$4.5M +$514K +2,337 +13%
NFG
759
Nations Financial Group
Iowa
$4.49M +$181K +824 +4%
RBA
760
Richard Bernstein Advisors
New York
$4.49M
BOCM
761
Bontempo Ohly Capital Management
Maryland
$4.43M -$83.8K -381 -2%
BP
762
Ballentine Partners
Massachusetts
$4.42M +$240K +1,091 +6%
SWMG
763
Signature Wealth Management Group
Georgia
$4.42M -$204K -929 -4%
GPTE
764
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.42M
PAS
765
Park Avenue Securities
New York
$4.4M +$556K +2,529 +14%
NWM
766
Northcape Wealth Management
New York
$4.4M -$254K -1,157 -5%
NSEDCP
767
NJ State Employees Deferred Compensation Plan
New Jersey
$4.4M
CPIG
768
Chicago Partners Investment Group
Illinois
$4.4M +$897K +4,019 +26%
CRIG
769
Charter Research & Investment Group
Connecticut
$4.37M -$36.1K -164 -0.8%
JWCA
770
J.W. Coons Advisors
Ohio
$4.35M +$43.3K +197 +1%
Fayez Sarofim & Co
771
Fayez Sarofim & Co
Texas
$4.29M
WP
772
Westmount Partners
California
$4.27M -$8.35K -38 -0.2%
RWMG
773
Redwood Wealth Management Group
New Jersey
$4.24M -$37.1K -169 -0.9%
LIM
774
Leavell Investment Management
Alabama
$4.21M +$148K +672 +4%
NC
775
NovaPoint Capital
Georgia
$4.21M -$1.61M -7,344 -28%