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 %
HFM
1126
Hartford Financial Management
Connecticut
$2.1M +$7.91K +36 +0.4%
SAF
1127
Smith Anglin Financial
Texas
$2.1M -$174K -790 -8%
MBT
1128
Montecito Bank & Trust
California
$2.1M +$164K +745 +8%
RWP
1129
Ridgecrest Wealth Partners
California
$2.1M +$1.32K +6 +0.1%
ISWM
1130
Independent Solutions Wealth Management
New York
$2.1M -$5.28K -24 -0.3%
NP
1131
Nilsine Partners
Colorado
$2.1M +$547K +2,487 +35%
PWP
1132
Perfromance Wealth Partners
Illinois
$2.09M +$5.28K +24 +0.3%
FCP
1133
Fidelis Capital Partners
Florida
$2.08M +$450K +1,727 +28%
GAM
1134
Gotham Asset Management
New York
$2.08M -$1.17M -5,304 -36%
DCM
1135
Donaldson Capital Management
Indiana
$2.07M -$30.1K -137 -1%
DMBA
1136
Deseret Mutual Benefit Administrators
Utah
$2.07M -$414K -1,885 -17%
UCI
1137
Uncommon Cents Investing
Wisconsin
$2.06M -$3.3K -15 -0.2%
CCA
1138
Checchi Capital Advisers
California
$2.06M +$42.6K +194 +2%
CI
1139
Cigna Investments
Connecticut
$2.06M -$17.8K -81 -0.9%
AAP
1140
Arax Advisory Partners
Colorado
$2.06M +$498K +2,265 +32%
BONH
1141
Bank of New Hampshire
New Hampshire
$2.05M +$165K +752 +9%
WIS
1142
Wright Investors Service
Connecticut
$2.05M -$1.98M -9,009 -49%
RFA
1143
ROI Financial Advisors
Oregon
$2.05M +$210K +957 +11%
GS
1144
GTS Securities
New York
$2.05M -$8.36M -38,022 -80%
RCM
1145
Raleigh Capital Management
North Carolina
$2.04M -$82.2K -374 -4%
SSWM
1146
Smith Salley Wealth Management
North Carolina
$2.04M +$26.6K +121 +1%
CT
1147
Colonial Trust
South Carolina
$2.04M +$188K +855 +10%
FNBT
1148
FineMark National Bank & Trust
Florida
$2.04M +$31.4K +143 +2%
CSC
1149
Caldwell Sutter Capital
California
$2.03M +$91.9K +418 +5%
BFA
1150
Beaumont Financial Advisors
Massachusetts
$2.03M +$60.2K +274 +3%