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 %
SCM
951
Sterneck Capital Management
Missouri
$2.94M -$115K -523 -4%
MS
952
Maven Securities
Jersey
$2.94M -$2.38M -10,844 -45%
RCA
953
Ranch Capital Advisors
Florida
$2.93M -$826K -3,757 -22%
WE
954
Wealth Effects
Massachusetts
$2.91M -$323K -1,469 -10%
MAM
955
Milestone Asset Management
Pennsylvania
$2.91M +$1.02M +4,659 +54%
HVIA
956
Hudson Valley Investment Advisors
New York
$2.9M -$220K -1,002 -7%
HAIM
957
Hunter Associates Investment Management
Pennsylvania
$2.9M +$18.7K +85 +0.6%
CC
958
Chicago Capital
Illinois
$2.9M +$691K +3,144 +31%
FWM
959
Forza Wealth Management
Florida
$2.89M +$10.3K +47 +0.4%
MA
960
MONECO Advisors
Connecticut
$2.87M +$241K +1,097 +9%
PTC
961
Private Trust Company
Ohio
$2.86M +$305K +1,387 +12%
SS
962
Sunbelt Securities
Texas
$2.85M +$413K +1,873 +17%
PWG
963
Portside Wealth Group
Utah
$2.85M +$7.91K +36 +0.3%
VDI
964
Vaughan David Investments
Illinois
$2.84M -$4.84K -22 -0.2%
ONB
965
Old National Bancorp
Indiana
$2.84M +$11.2K +51 +0.4%
GAM
966
Griffin Asset Management
New York
$2.83M +$1.76K +8 +0.1%
RAM
967
Riggs Asset Management
Pennsylvania
$2.83M -$1.22M -5,542 -30%
IB
968
Intrust Bank
Kansas
$2.82M +$81.3K +370 +3%
1832 Asset Management
969
1832 Asset Management
Ontario, Canada
$2.81M -$145M -660,020 -98%
ZIG
970
Zuckerman Investment Group
Illinois
$2.81M -$264K -1,012 -9%
AAS
971
Ameritas Advisory Services
Nebraska
$2.8M -$36.7K -167 -1%
MWM
972
MFG Wealth Management
Indiana
$2.8M +$2.8M +12,721 New
BAM
973
Berkshire Asset Management
Pennsylvania
$2.79M +$1.18M +5,260 +73%
FAM
974
Formidable Asset Management
Ohio
$2.79M +$1.18M +5,389 +74%
BIM
975
Bridges Investment Management
Nebraska
$2.79M -$18K -82 -0.6%