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 %
FSA
1201
Fort Sheridan Advisors
Illinois
$1.87M -$174K -793 -9%
OBWG
1202
Onyx Bridge Wealth Group
New York
$1.87M -$3.08K -14 -0.2%
PPW
1203
Parcion Private Wealth
Washington
$1.86M
WPW
1204
Waldron Private Wealth
Pennsylvania
$1.86M +$62.9K +286 +4%
AWA
1205
Aaron Wealth Advisors
Illinois
$1.85M +$132K +600 +8%
RA
1206
RoundAngle Advisors
New Jersey
$1.85M +$1.85M +8,404 New
MMPW
1207
Mitchell McLeod Pugh & Williams
Alabama
$1.85M -$106K -483 -5%
LJAC
1208
L.J. Altfest & Co
New York
$1.85M +$11.9K +54 +0.6%
ATC
1209
Adirondack Trust Company
New York
$1.84M -$27.7K -126 -1%
LA
1210
LM Advisors
California
$1.84M +$1.28M +5,838 +232%
IWA
1211
Integrity Wealth Advisors
California
$1.83M +$1.83M +8,333 New
HWMO
1212
Heritage Wealth Management (Ohio)
Ohio
$1.83M +$220 +1 +0%
IAMOG
1213
Investors Asset Management of Georgia
Georgia
$1.83M -$10.3K -47 -0.6%
SDAM
1214
Shulman DeMeo Asset Management
New York
$1.82M -$69K -314 -4%
BT
1215
Banque Transatlantique
France
$1.82M +$1.82M +8,323 New
EWA
1216
Exencial Wealth Advisors
Oklahoma
$1.82M -$80K -364 -4%
FFM
1217
Forum Financial Management
Illinois
$1.82M +$331K +1,506 +22%
BAM
1218
Byrne Asset Management
New Jersey
$1.81M -$46.2K -210 -2%
SAM
1219
Steinberg Asset Management
New York
$1.81M -$44.6K -203 -2%
OF
1220
Optimize Financial
California
$1.81M +$1.81M +8,241 New
FG
1221
Fiduciary Group
Georgia
$1.81M
MIC
1222
Means Investment Company
Maine
$1.81M +$48.6K +221 +3%
PA
1223
PFG Advisors
Arizona
$1.8M +$76.3K +347 +4%
WDA
1224
Wendell David Associates
New Hampshire
$1.8M -$44K -200 -2%
PP
1225
Pingora Partners
Wyoming
$1.8M