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 %
LW
1151
Linscomb Wealth
Texas
$2.03M -$459K -2,088 -18%
AEPWM
1152
Atlantic Edge Private Wealth Management
Florida
$2.01M +$27.7K +126 +1%
PWM
1153
Palumbo Wealth Management
New York
$2M +$11.7K +53 +0.6%
IPAM
1154
Investment Partners Asset Management
New Jersey
$2M +$48.6K +221 +2%
TF
1155
Tompkins Financial
New York
$2M +$39.6K +180 +2%
CIAS
1156
CFS Investment Advisory Services
New Jersey
$1.99M -$18.2K -83 -0.9%
VIP
1157
Vista Investment Partners
Oklahoma
$1.99M -$414K -1,885 -17%
UBP
1158
Union Bancaire Privee
Switzerland
$1.99M +$1.99M +10,477 New
OCM
1159
Osterweis Capital Management
California
$1.98M -$9.23K -42 -0.5%
PBC
1160
Pavion Blue Capital
California
$1.98M -$3.08K -14 -0.2%
SGC
1161
Slocum, Gordon & Co
Rhode Island
$1.98M
IAN
1162
Integrated Advisors Network
Texas
$1.97M -$1.7M -7,716 -46%
SGCA
1163
Steel Grove Capital Advisors
Tennessee
$1.97M -$185K -840 -9%
KIA
1164
KCM Investment Advisors
California
$1.96M +$41.5K +189 +2%
SFP
1165
Sandbox Financial Partners
Maryland
$1.95M +$5.06K +23 +0.3%
DIP
1166
DT Investment Partners
Pennsylvania
$1.95M -$73.4K -334 -4%
CWA
1167
Core Wealth Advisors
Florida
$1.94M -$20.2K -92 -1%
DI
1168
Diligent Investors
California
$1.94M -$28.8K -131 -1%
BMWS
1169
Brady Martz Wealth Solutions
North Dakota
$1.94M +$1.94M +8,910 New
CFO
1170
Callan Family Office
Pennsylvania
$1.94M +$1.67M +7,589 +615%
CAM
1171
Cidel Asset Management
Ontario, Canada
$1.94M -$88.2K -401 -4%
DBIA
1172
Dumont & Blake Investment Advisors
New Jersey
$1.93M -$16.5K -75 -0.8%
FGA
1173
Fortis Group Advisors
New Jersey
$1.93M +$6.6K +30 +0.3%
B
1174
Bailard
California
$1.93M +$440 +2 +0%
AF
1175
Apexium Financial
Texas
$1.93M +$944K +4,292 +96%