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 %
MIC
1176
Meridian Investment Counsel
California
$1.93M -$220K -1,000 -10%
GWM
1177
Gitterman Wealth Management
New Jersey
$1.92M +$198K +900 +11%
SB
1178
Strategic Blueprint
Georgia
$1.92M -$39.8K -181 -2%
MPWT
1179
MassMutual Private Wealth & Trust
Connecticut
$1.92M +$56.1K +255 +3%
IPW
1180
Inlet Private Wealth
Florida
$1.92M -$132K -600 -6%
TFS
1181
Thoroughbred Financial Services
Tennessee
$1.91M -$46.2K -210 -2%
WCA
1182
Waratah Capital Advisors
Ontario, Canada
$1.91M +$1.91M +8,702 New
ACS
1183
Archford Capital Strategies
Illinois
$1.91M -$3.52K -16 -0.2%
CPRC
1184
Consolidated Portfolio Review Corp
New York
$1.91M +$1.7M +7,727 +797%
A
1185
Argentarii
Ohio
$1.91M +$1.91M +8,679 New
LIM
1186
Longfellow Investment Management
Massachusetts
$1.9M -$122K -555 -6%
IJWM
1187
Inman Jager Wealth Management
Mississippi
$1.9M +$1.9M +8,641 New
PIM
1188
Penobscot Investment Management
Massachusetts
$1.9M +$113K +515 +6%
CAAS
1189
Capital Asset Advisory Services
Michigan
$1.9M +$108K +484 +6%
CI
1190
Ceera Investments
Texas
$1.89M -$576K -2,622 -23%
CPSC
1191
Carl P. Sherr & Co
Massachusetts
$1.89M +$660 +3 +0%
BCM
1192
Becker Capital Management
Oregon
$1.89M +$4.62K +21 +0.2%
KIG
1193
Kessler Investment Group
Indiana
$1.89M -$107K -486 -5%
FNBOO
1194
First National Bank of Omaha
Nebraska
$1.89M +$44.8K +204 +2%
SDIC
1195
South Dakota Investment Council
South Dakota
$1.88M
TPA
1196
Trivium Point Advisory
Connecticut
$1.88M +$85.5K +389 +5%
Empower Advisory Group
1197
Empower Advisory Group
Colorado
$1.88M +$220K +999 +13%
PGWM
1198
Parisi Gray Wealth Management
New Jersey
$1.88M +$1.1K +5 +0.1%
FC
1199
Forte Capital
New York
$1.88M +$879 +4 +0%
BO
1200
Bank OZK
Arkansas
$1.87M +$857K +3,900 +85%