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 %
NEWAS
826
N.E.W. Advisory Services
Wisconsin
$3.81M -$26.6K -121 -0.7%
HSA
827
HBK Sorce Advisory
Pennsylvania
$3.8M -$20.4K -93 -0.5%
KWA
828
Kingswood Wealth Advisors
California
$3.79M +$382K +1,739 +11%
MCM
829
Mengis Capital Management
Oregon
$3.78M -$802K -3,650 -18%
WFMPM
830
Woodley Farra Manion Portfolio Management
Indiana
$3.76M +$134K +611 +4%
IC
831
IEQ Capital
California
$3.76M -$5.4M -24,561 -59%
ITC
832
Inspire Trust Company
Nevada
$3.74M +$104K +475 +3%
JIC
833
Joel Isaacson & Co
New York
$3.73M +$85.7K +390 +2%
ADL
834
Asset Dedication LLC
California
$3.73M -$1.81M -8,255 -33%
SC
835
Stolper & Co
Oklahoma
$3.73M -$3.96K -18 -0.1%
FDS
836
First Dallas Securities
Texas
$3.72M -$508K -2,309 -12%
JIP
837
Jaffetilchin Investment Partners
Florida
$3.71M +$60.7K +276 +2%
SCI
838
S&CO Inc
Massachusetts
$3.71M
LWL
839
Leo Wealth LLC
Texas
$3.71M -$588K -2,674 -14%
ACA
840
Atlas Capital Advisors
Wyoming
$3.7M -$34.3K -156 -0.9%
VNIM
841
Vaughan Nelson Investment Management
Texas
$3.69M
SAM
842
Shell Asset Management
Netherlands
$3.68M -$594K -2,701 -14%
BHA
843
Beech Hill Advisors
New York
$3.68M -$38.5K -175 -1%
SIG
844
Sky Investment Group
Connecticut
$3.67M -$5.5K -25 -0.1%
PWMAG
845
Pinnacle Wealth Management Advisory Group
New Jersey
$3.67M -$252K -1,146 -6%
BSB
846
Bangor Savings Bank
Maine
$3.67M -$38.3K -174 -1%
TCOT
847
Trust Company of Toledo
Ohio
$3.64M -$24.4K -111 -0.7%
NGA
848
Naples Global Advisors
Florida
$3.64M +$34.3K +156 +1%
AIS
849
American Investment Services
Massachusetts
$3.63M -$1.06M -4,801 -23%
PT
850
Plimoth Trust
Massachusetts
$3.62M -$65.9K -300 -2%