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 %
FMB
851
Field & Main Bank
Kentucky
$3.62M
CRWM
852
Castle Rock Wealth Management
California
$3.6M +$220K +841 +7%
ST
853
Spinnaker Trust
Maine
$3.59M -$25.3K -115 -0.7%
CRI
854
Commonwealth Retirement Investments
Virginia
$3.59M +$100K +456 +3%
SCA
855
St. Clair Advisors
Ohio
$3.58M
BCM
856
Brookstone Capital Management
Illinois
$3.58M -$56.9K -259 -2%
UIC
857
Uniplan Investment Counsel
Wisconsin
$3.58M +$85.5K +389 +2%
ATPW
858
Ashton Thomas Private Wealth
Arizona
$3.56M +$1.6M +7,290 +82%
VSQM
859
V-Square Quantitative Management
Illinois
$3.54M +$37.6K +171 +1%
GCC
860
Game Creek Capital
Massachusetts
$3.53M -$484K -2,200 -12%
LNB
861
Ledyard National Bank
$3.52M +$379K +1,724 +12%
1WA
862
180 Wealth Advisors
Washington
$3.52M -$129K -585 -4%
IWM
863
IHT Wealth Management
Illinois
$3.52M -$843K -3,837 -19%
GC
864
Grimes & Company
Massachusetts
$3.51M +$14.3K +65 +0.4%
LFG
865
Larson Financial Group
Missouri
$3.51M +$266K +1,209 +8%
ERIC
866
Eagle Rock Investment Company
Georgia
$3.5M
ABC
867
Associated Banc-Corp
Wisconsin
$3.5M -$504K -2,291 -13%
UCMOK
868
United Capital Management of KS
Kansas
$3.5M -$69.5K -316 -2%
MWM
869
Mission Wealth Management
California
$3.49M -$1.38M -6,276 -28%
CFGS
870
Concourse Financial Group Securities
Alabama
$3.47M -$147K -658 -4%
FHB
871
First Hawaiian Bank
Hawaii
$3.46M +$217K +985 +7%
CAMG
872
CWA Asset Management Group
Florida
$3.43M -$1.44M -6,546 -30%
VAM
873
Verity Asset Management
North Carolina
$3.43M -$4.2M -19,273 -55%
DWM
874
Diversify Wealth Management
Utah
$3.42M +$173K +787 +5%
PAI
875
Pittenger & Anderson Inc
Nebraska
$3.4M +$11K +50 +0.3%