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 %
GVAG
901
Great Valley Advisor Group
Delaware
$3.22M +$2.64K +12 +0.1%
KF
902
KKM Financial
Illinois
$3.22M +$151K +686 +5%
CAG
903
Csenge Advisory Group
Florida
$3.22M +$476K +2,165 +17%
CAM
904
Cacti Asset Management
Georgia
$3.22M -$220K -1,000 -6%
WPC
905
White Pine Capital
Minnesota
$3.22M -$879 -4 -0%
IHL
906
Investment House LLC
California
$3.2M -$22K -100 -0.7%
KFC
907
Klingenstein Fields & Co
New York
$3.2M -$45.5K -207 -1%
PPWP
908
Proquility Private Wealth Partners
Nevada
$3.2M +$131K +595 +4%
SIG
909
Stonegate Investment Group
Alabama
$3.19M +$262K +1,190 +9%
PIM
910
Plato Investment Management
Australia
$3.19M +$120K +543 +4%
SSA
911
Sierra Summit Advisors
Nevada
$3.18M +$731K +3,324 +30%
MS
912
Madden Securities
Texas
$3.17M +$7.69K +35 +0.2%
AWA
913
Arete Wealth Advisors
Illinois
$3.16M +$273K +1,243 +9%
WB
914
Webster Bank
Connecticut
$3.16M +$3.3K +15 +0.1%
RRA
915
Round Rock Advisors
Connecticut
$3.15M +$156K +711 +5%
LBC
916
Lowe Brockenbrough & Co
Virginia
$3.15M -$6.16K -28 -0.2%
CA
917
Cornerstone Advisors
North Carolina
$3.14M
CCWM
918
Cassaday & Co Wealth Management
Virginia
$3.14M +$266K +1,212 +9%
PNC
919
Park National Corp
Ohio
$3.14M -$30.1K -137 -1%
CAL
920
Capital Analysts LLC
Pennsylvania
$3.14M -$42.7K -194 -1%
SF
921
Slagle Financial
Illinois
$3.13M +$193K +880 +7%
KP
922
Keel Point
Alabama
$3.13M +$129K +587 +4%
ABTD
923
Arvest Bank Trust Division
Oklahoma
$3.12M -$113K -516 -4%
PCC
924
Park Circle Company
Maryland
$3.12M
LWM
925
Lakeridge Wealth Management
Ohio
$3.11M +$2.64K +12 +0.1%