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 %
TFM
976
TFC Financial Management
Massachusetts
$2.77M -$34.1K -155 -1%
BMWM
977
Brown Miller Wealth Management
Virginia
$2.77M -$8.13K -37 -0.3%
PCMF
978
Private Capital Management (Florida)
Florida
$2.76M
AFG
979
Allegheny Financial Group
Pennsylvania
$2.76M -$563K -2,559 -17%
AFP
980
Ausdal Financial Partners
Iowa
$2.75M +$402K +1,829 +17%
LWCFA
981
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.75M -$17.5K -78 -0.6%
SWM
982
Spire Wealth Management
Virginia
$2.75M -$171K -776 -6%
GL
983
Graypoint LLC
New York
$2.74M +$586K +2,665 +27%
IIC
984
Integrated Investment Consultants
Michigan
$2.74M -$1.81M -8,213 -40%
HI
985
Hudock Inc
Pennsylvania
$2.74M +$2.74M +12,458 New
MMA
986
Mizuho Markets Americas
New York
$2.74M -$4.28M -19,447 -61%
CC
987
Cypress Capital
Tennessee
$2.74M -$99.6K -453 -4%
RI
988
RWWM Inc
California
$2.73M -$126K -573 -4%
BFS
989
Bard Financial Services
Connecticut
$2.72M
HBT
990
Hills Bank & Trust
Iowa
$2.71M -$605K -2,751 -18%
GAMC
991
Garner Asset Management Corp
Texas
$2.71M -$109K -497 -4%
GWM
992
Geneos Wealth Management
Colorado
$2.71M -$39.8K -181 -1%
CIA
993
Cladis Investment Advisory
Montana
$2.7M -$66K -300 -2%
GAA
994
Green Alpha Advisors
Colorado
$2.69M -$75.4K -343 -3%
A
995
Allianz
Germany
$2.69M +$156K +708 +6%
FNFDCM
996
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.68M -$109K -497 -4%
MHS
997
M Holdings Securities
Oregon
$2.67M +$2.67M +12,137 New
PA
998
Procyon Advisors
Connecticut
$2.66M +$1.13M +5,118 +73%
CWM
999
Connecticut Wealth Management
Connecticut
$2.66M -$25.9K -118 -1%
ECM
1000
Evergreen Capital Management
Washington
$2.66M -$49K -223 -2%