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 %
BFIM
1076
Beese Fulmer Investment Management
Ohio
$2.28M +$47.9K +218 +2%
GWP
1077
Gen-Wealth Partners
Michigan
$2.27M -$47.3K -215 -2%
PCA
1078
Peddock Capital Advisors
Massachusetts
$2.27M +$18.9K +86 +0.8%
IPW
1079
Impact Partnership Wealth
Georgia
$2.27M +$890K +4,049 +65%
HWA
1080
Hilltop Wealth Advisors
North Carolina
$2.26M -$52.1K -237 -2%
OP
1081
ORG Partners
Indiana
$2.26M -$74.5K -338 -3%
NDSI
1082
Newman Dignan & Sheerar Inc
Rhode Island
$2.26M -$64.8K -295 -3%
AA
1083
Altman Advisors
Illinois
$2.26M -$51.7K -235 -2%
CP
1084
Cornerstone Planning
North Carolina
$2.25M +$2.25M +10,249 New
FHA
1085
Flagship Harbor Advisors
Massachusetts
$2.25M +$82K +373 +4%
HA
1086
Hamel Associates
New Jersey
$2.25M -$19.8K -90 -0.9%
GSC
1087
G&S Capital
Colorado
$2.25M -$15.8K -72 -0.7%
WC
1088
Westhampton Capital
North Carolina
$2.24M -$11K -50 -0.5%
FIM
1089
Freedom Investment Management
Connecticut
$2.24M -$173K -785 -7%
IAIM
1090
International Assets Investment Management
Florida
$2.24M -$595M -2,705,468 -100%
AIA
1091
Affinity Investment Advisors
California
$2.23M -$1.22M -5,561 -35%
AAIS
1092
ABN AMRO Investment Solutions
$2.23M -$257K -1,170 -10%
MW
1093
Marcum Wealth
Ohio
$2.23M +$11.4K +52 +0.5%
CAGAS
1094
Capital Advisory Group Advisory Services
Minnesota
$2.22M +$171K +780 +8%
BIG
1095
Boothe Investment Group
Delaware
$2.22M -$130K -592 -6%
DSCM
1096
Del-Sette Capital Management
New York
$2.2M -$68.1K -310 -3%
SAG
1097
SageView Advisory Group
California
$2.2M +$701K +3,189 +47%
SW
1098
Simplicity Wealth
New Jersey
$2.2M +$111K +507 +5%
PH
1099
Pinnacle Holdings
Oklahoma
$2.2M -$138K -627 -6%
WAM
1100
Westport Asset Management
Connecticut
$2.2M