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 %
GI
776
GAMCO Investors
Connecticut
$4.19M -$113K -514 -3%
AWM
777
Axxcess Wealth Management
California
$4.17M +$289K +1,315 +7%
CCG
778
Cypress Capital Group
Florida
$4.17M -$91.4K -416 -2%
MWM
779
Moran Wealth Management
Florida
$4.17M +$111K +504 +3%
JWCA
780
J.W. Cole Advisors
Florida
$4.16M -$22.9K -104 -0.5%
PCTC
781
Perkins Coie Trust Company
Washington
$4.16M -$256K -1,164 -6%
VVP
782
Venture Visionary Partners
Ohio
$4.15M +$344K +1,567 +9%
ISL
783
Ingalls & Snyder LLC
New York
$4.14M +$43.3K +197 +1%
ST
784
Smithfield Trust
Pennsylvania
$4.14M -$22K -100 -0.5%
VCA
785
Verdence Capital Advisors
Maryland
$4.12M -$75.4K -343 -2%
MP
786
McDonald Partners
Ohio
$4.12M +$72.3K +329 +2%
CAM
787
Carret Asset Management
New York
$4.11M -$155K -704 -4%
HTC
788
Haverford Trust Company
Pennsylvania
$4.1M +$115K +525 +3%
BC
789
Burney Company
Virginia
$4.1M +$74.1K +337 +2%
WAP
790
Wealthcare Advisory Partners
Pennsylvania
$4.09M +$13.4K +61 +0.3%
AIA
791
AIMZ Investment Advisors
California
$4.09M -$43.5K -198 -1%
FRA
792
Frank Rimerman Advisors
California
$4.07M +$2.2K +10 +0.1%
AW
793
Atlas Wealth
Ohio
$4.07M
AI
794
AXS Investments
New York
$4.06M -$10.6K -48 -0.3%
MA
795
Montag & Associates
Georgia
$4.06M +$22K +100 +0.5%
WSCM
796
Wellington Shields Capital Management
New York
$4.05M +$3.84M +328,445 +1,803%
ETC
797
Exchange Traded Concepts
Oklahoma
$4.05M -$10.4M -47,456 -72%
NAM
798
NTV Asset Management
West Virginia
$4.04M -$88.6K -403 -2%
CIAS
799
Capital Investment Advisory Services
North Carolina
$4.03M -$78K -355 -2%
Fisher Asset Management
800
Fisher Asset Management
Washington
$4.02M +$631K +2,872 +19%