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 %
CFG
876
Citizens Financial Group
Rhode Island
$3.4M +$142K +646 +4%
BFA
877
Bill Few Associates
Pennsylvania
$3.4M +$16.5K +75 +0.5%
NSIM
878
North Star Investment Management
Illinois
$3.4M +$879 +4 +0%
AWAU
879
Alliance Wealth Advisors (Utah)
Utah
$3.39M +$61.8K +281 +2%
SCM
880
Sage Capital Management
New Jersey
$3.39M -$578K -2,630 -15%
BA
881
Birinyi Associates
Connecticut
$3.35M +$6.16K +28 +0.2%
JWM
882
JPL Wealth Management
Colorado
$3.34M +$3.34M +15,215 New
IIL
883
Insight Inv LLC
California
$3.34M +$244K +1,109 +8%
CWS
884
Confluence Wealth Services
Pennsylvania
$3.33M -$56.7K -251 -2%
EP
885
Essential Planning
New Hampshire
$3.33M +$3.33M +14,950 New
OPTFSNA
886
Old Point Trust & Financial Services N A
Virginia
$3.33M -$234K -1,064 -7%
KA
887
Kovack Advisors
Florida
$3.32M -$17.8K -81 -0.5%
FC
888
FCA Corp
Texas
$3.32M +$10.6K +48 +0.3%
AWC
889
Abundance Wealth Counselors
Pennsylvania
$3.3M -$98K -446 -3%
ZIC
890
ZWJ Investment Counsel
Georgia
$3.3M -$34.3K -156 -1%
AIM
891
Allen Investment Management
New York
$3.3M
SW
892
SkyOak Wealth
Michigan
$3.29M +$272K +1,239 +9%
MWM
893
Modern Wealth Management
Kansas
$3.26M +$1.16M +5,297 +56%
GI
894
GAMMA Investing
California
$3.26M +$282K +1,281 +9%
AG
895
Ascent Group
Virginia
$3.26M +$380K +1,729 +13%
WFS
896
Widmann Financial Services
Maryland
$3.25M -$30.3K -138 -0.9%
Verition Fund Management
897
Verition Fund Management
Connecticut
$3.25M +$1.84M +8,358 +130%
CA
898
Carson Advisory
Georgia
$3.25M +$55K +250 +2%
IIM
899
Ipswich Investment Management
Massachusetts
$3.24M -$174K -792 -5%
CAC
900
Core Alternative Capital
Georgia
$3.23M -$339K -1,540 -9%