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 %
HAM
1101
Hedges Asset Management
Nevada
$2.2M
CWA
1102
Centennial Wealth Advisory
Michigan
$2.2M +$12.1K +55 +0.6%
SAM
1103
Smartleaf Asset Management
Massachusetts
$2.19M +$389K +1,765 +22%
FCCM
1104
First City Capital Management
Georgia
$2.19M
JWA
1105
JFS Wealth Advisors
Pennsylvania
$2.19M +$26.8K +122 +1%
RBC
1106
Roble Belko & Company
Pennsylvania
$2.19M +$5.5K +25 +0.3%
BA
1107
Bridgewater Advisors
New York
$2.19M +$2.19M +10,041 New
JSW
1108
Journey Strategic Wealth
New Jersey
$2.17M +$652K +2,967 +43%
KCFA
1109
Key Client Fiduciary Advisors
New Jersey
$2.17M +$1.54K +7 +0.1%
PL
1110
Parthenon LLC
Kentucky
$2.16M
DCM
1111
Dudley Capital Management
Virginia
$2.16M -$2.64K -12 -0.1%
KFP
1112
Keystone Financial Planning
Ohio
$2.16M -$29K -132 -1%
MFG
1113
MidWestOne Financial Group
Iowa
$2.15M
GLA
1114
Good Life Advisors
Pennsylvania
$2.15M -$2.29M -10,419 -52%
CT
1115
Clearstead Trust
Maine
$2.15M -$1.98K -9 -0.1%
PG
1116
Patten Group
Tennessee
$2.15M -$14.9K -68 -0.7%
CT
1117
Chicago Trust
Illinois
$2.14M -$321K -1,461 -13%
NG
1118
Norden Group
Utah
$2.13M +$23.5K +107 +1%
MCM
1119
Mainstay Capital Management
Michigan
$2.13M +$21.1K +96 +1%
ZIG
1120
Zullo Investment Group
Pennsylvania
$2.13M +$2.64K +12 +0.1%
MCM
1121
Mendel Capital Management
Arkansas
$2.13M +$18.2K +83 +0.9%
RF
1122
Roxbury Financial
New Jersey
$2.12M +$2.12M +9,324 New
LHC
1123
Little House Capital
Massachusetts
$2.12M -$655K -2,981 -24%
NL
1124
NWAM LLC
Washington
$2.12M -$7.25K -33 -0.3%
PWM
1125
Pines Wealth Management
North Carolina
$2.11M +$2.11M +9,599 New