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 %
PAM
1001
Panagora Asset Management
Massachusetts
$2.65M -$3.61M -16,428 -58%
SWM
1002
SeaCrest Wealth Management
New York
$2.65M -$855K -3,888 -24%
Impax Asset Management Group
1003
Impax Asset Management Group
United Kingdom
$2.64M -$32.8K -149 -1%
LCM
1004
LVM Capital Management
Michigan
$2.63M +$149K +678 +6%
GFA
1005
Gifford Fong Associates
California
$2.62M
SBCM
1006
Silverberg Bernstein Capital Management
New York
$2.62M -$176K -800 -6%
AC
1007
Arjuna Capital
North Carolina
$2.61M +$936K +4,257 +56%
ORG
1008
Optimist Retirement Group
Washington
$2.61M -$53.2K -242 -2%
GSEP
1009
Golden State Equity Partners
California
$2.61M +$2.03M +9,238 +352%
RT
1010
Rockland Trust
Massachusetts
$2.59M -$65.7K -299 -2%
JGC
1011
J. Goldman & Co
New York
$2.59M +$1.54M +6,991 +146%
RWM
1012
Ritholtz Wealth Management
New York
$2.58M +$254K +1,157 +11%
LF
1013
Lantz Financial
Illinois
$2.58M -$82.2K -374 -3%
CANC
1014
Culbertson A N & Co
Virginia
$2.58M -$93.9K -427 -4%
YIM
1015
Yoffe Investment Management
Pennsylvania
$2.58M +$2.58M +11,731 New
EL
1016
Essex LLC
Illinois
$2.58M -$136K -617 -5%
AWM
1017
Aries Wealth Management
Maine
$2.56M
SG
1018
StoneX Group
New York
$2.54M +$707K +3,215 +38%
TA
1019
TFG Advisers
Michigan
$2.54M +$166K +756 +7%
VAS
1020
Valicenti Advisory Services
New York
$2.54M -$76.7K -349 -3%
QI
1021
Qtron Investments
Massachusetts
$2.51M -$530K -2,413 -17%
WPC
1022
Wedmont Private Capital
Pennsylvania
$2.5M +$229K +1,041 +10%
FWM
1023
Focused Wealth Management
New York
$2.5M +$11.4K +52 +0.5%
NHC
1024
Nicholas Hoffman & Company
Georgia
$2.49M -$56.3K -256 -2%
FFS
1025
Founders Financial Securities
Maryland
$2.49M +$73.4K +334 +3%