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 %
MLL
926
Moody Lynn & Lieberson
Massachusetts
$3.11M +$89K +405 +3%
SAI
927
Savvy Advisors Inc
New York
$3.11M +$20K +91 +0.6%
VFA
928
Valeo Financial Advisors
Indiana
$3.1M +$21.1K +96 +0.7%
FTWA
929
Fifth Third Wealth Advisors
Ohio
$3.1M -$62.4K -284 -2%
LAM
930
Lynch Asset Management
Pennsylvania
$3.09M
RSWM
931
Robertson Stephens Wealth Management
California
$3.09M -$42.4K -193 -1%
PS
932
Pensionfund Sabic
Netherlands
$3.08M +$879K +4,000 +40%
CWP
933
Cyndeo Wealth Partners
Florida
$3.07M -$259K -1,178 -8%
EM
934
Excalibur Management
Massachusetts
$3.07M -$12.3K -56 -0.4%
SIAG
935
Signet Investment Advisory Group
Rhode Island
$3.06M -$76.9K -350 -2%
SCM
936
Silvant Capital Management
Georgia
$3.06M
FCH
937
Freestone Capital Holdings
Washington
$3.04M -$220K -999 -7%
SB
938
Simmons Bank
Arkansas
$3.04M -$54.7K -249 -2%
RWM
939
RKL Wealth Management
Pennsylvania
$3.04M +$810K +3,686 +36%
GWM
940
GSB Wealth Management
Connecticut
$3.01M -$74.3K -338 -2%
MSA
941
MUFG Securities Americas
New York
$3M +$3M +13,649 New
SL
942
Sentry LLC
Tennessee
$2.99M -$206K -936 -6%
LDB
943
Lee, Danner & Bass
Tennessee
$2.99M +$85.7K +390 +3%
BIP
944
Blueprint Investment Partners
North Carolina
$2.98M +$2.38M +10,808 +391%
WAM
945
Wolverine Asset Management
Illinois
$2.98M +$2.98M +13,554 New
SSB
946
Sandy Spring Bank
Maryland
$2.97M +$559K +2,542 +23%
CCM
947
Chilton Capital Management
Texas
$2.97M +$12.5K +57 +0.4%
TPWM
948
Twelve Points Wealth Management
Massachusetts
$2.97M +$268K +1,221 +10%
TBA
949
Tower Bridge Advisors
Pennsylvania
$2.96M -$2.42K -11 -0.1%
WT
950
Washington Trust
Rhode Island
$2.95M +$14.5K +66 +0.5%