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 %
SFI
801
SPC Financial Inc
Maryland
$4.01M +$252K +1,148 +7%
DWA
802
Douglass Winthrop Advisors
New York
$4.01M +$91K +414 +2%
FFA
803
Farther Finance Advisors
California
$4.01M +$367K +1,668 +10%
PCMK
804
Paragon Capital Management (Kansas)
Kansas
$3.98M -$50.1K -228 -1%
ZF
805
Zhang Financial
Michigan
$3.97M +$151K +686 +4%
CWM
806
C2C Wealth Management
Arizona
$3.96M
PI
807
Pettee Investors
Connecticut
$3.95M +$29.7K +135 +0.8%
AWA
808
Arkadios Wealth Advisors
Georgia
$3.95M -$165K -749 -4%
VT
809
Vise Technologies
New York
$3.93M +$743K +3,380 +23%
MAM
810
Mystic Asset Management
Rhode Island
$3.93M +$2.31M +10,507 +143%
AG
811
AIA Group
Hong Kong
$3.92M -$3.3K -15 -0.1%
EF
812
Exeter Financial
Arizona
$3.92M -$29.2K -133 -0.7%
DT
813
Diversified Trust
Tennessee
$3.9M +$400K +1,820 +11%
CIA
814
Citadel Investment Advisory
Ohio
$3.9M +$19.8K +90 +0.5%
ECM
815
EagleClaw Capital Management
Massachusetts
$3.89M +$125K +570 +3%
PCA
816
Providence Capital Advisors
North Carolina
$3.88M +$78.7K +358 +2%
TPCW
817
TD Private Client Wealth
New York
$3.88M -$63.5K -289 -2%
OIAM
818
OFI Invest Asset Management
France
$3.87M +$3.87M +18,231 New
ANTB
819
AMG National Trust Bank
Colorado
$3.87M -$30.8K -140 -0.8%
PS
820
Principal Securities
Iowa
$3.86M +$428K +1,946 +12%
AM
821
AGF Management
Ontario, Canada
$3.86M +$69.2K +315 +2%
FPW
822
Fairvoy Private Wealth
Alabama
$3.86M +$3.86M +17,560 New
MAS
823
Meeder Advisory Services
Ohio
$3.85M +$366K +1,665 +11%
LNWWM
824
Laird Norton Wetherby Wealth Management
California
$3.82M -$154K -702 -4%
WIA
825
World Investment Advisors
California
$3.81M +$1.04M +4,740 +38%