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 %
PL
1051
Perpetual Ltd
Australia
$2.38M +$504K +2,291 +27%
CCG
1052
Ceeto Capital Group
Florida
$2.38M +$1.32K +6 +0.1%
FAM
1053
Fred Alger Management
New York
$2.37M
AIA
1054
Alternative Investment Advisors
Florida
$2.36M +$16.5K +75 +0.7%
ALAM
1055
Asahi Life Asset Management
Japan
$2.36M -$439K -1,997 -16%
RCAG
1056
Rehmann Capital Advisory Group
Michigan
$2.36M +$49.2K +224 +2%
HCA
1057
Harbor Capital Advisors
Illinois
$2.36M +$57.8K +263 +3%
QIM
1058
Quest Investment Management
Oregon
$2.35M
CIA
1059
Compass Ion Advisors
Pennsylvania
$2.34M +$82.4K +375 +4%
EWM
1060
Empirical Wealth Management
Washington
$2.34M +$700K +3,183 +43%
SC
1061
Schulhoff & Co
Ohio
$2.33M -$6.6K -30 -0.3%
GFPC
1062
Global Financial Private Client
Florida
$2.33M +$459K +2,086 +24%
CAM
1063
Cozad Asset Management
Illinois
$2.33M +$282K +1,285 +14%
IF
1064
Ironwood Financial
Arizona
$2.33M
NERM
1065
New England Research & Management
Illinois
$2.32M +$183K +831 +9%
AMIM
1066
Aull & Monroe Investment Management
Alabama
$2.32M -$135K -615 -6%
NW
1067
Naviter Wealth
Arkansas
$2.31M +$121K +552 +6%
GCS
1068
Gordian Capital (Singapore)
Singapore
$2.31M
TIA
1069
Trust Investment Advisors
Indiana
$2.31M +$111K +507 +5%
PCA
1070
Prosperity Capital Advisors
Ohio
$2.31M +$611K +2,780 +36%
PFS
1071
Physicians Financial Services
North Carolina
$2.3M +$22K +100 +1%
OC
1072
Oarsman Capital
Wisconsin
$2.3M +$122K +556 +6%
TAM
1073
Trust Asset Management
Texas
$2.3M
MGWM
1074
Marks Group Wealth Management
Minnesota
$2.29M +$9.89K +45 +0.4%
Financial Engines Advisors
1075
Financial Engines Advisors
California
$2.29M +$644K +2,928 +39%