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 %
CFG
1226
Cooper Financial Group
California
$1.8M +$42.9K +195 +2%
UBG
1227
United Bank (Georgia)
Georgia
$1.8M +$559K +2,544 +45%
BWM
1228
BKM Wealth Management
Wisconsin
$1.79M -$121K -551 -6%
B
1229
Birchbrook
Maine
$1.78M -$21.3K -97 -1%
DSC
1230
Duncker Streett & Co
Missouri
$1.78M -$149K -676 -8%
RWB
1231
RMR Wealth Builders
New Jersey
$1.78M +$1.24M +5,663 +233%
MNBTD
1232
Moody National Bank Trust Division
Texas
$1.77M +$61.1K +278 +4%
RSC
1233
Red Spruce Capital
Pennsylvania
$1.77M +$47.5K +216 +3%
WC
1234
Wynn Capital
Georgia
$1.77M -$37.4K -170 -2%
SACTSONJ
1235
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.76M
FWP
1236
FAS Wealth Partners
Kansas
$1.76M -$2.86K -13 -0.2%
AWM
1237
Avior Wealth Management
Nebraska
$1.76M +$24.5K +114 +1%
AIM
1238
Anchor Investment Management
South Carolina
$1.75M +$40.2K +183 +2%
FFA
1239
Founders Financial Alliance
North Carolina
$1.75M +$10.6K +48 +0.6%
ESB
1240
Essex Savings Bank
Connecticut
$1.75M -$15.6K -71 -0.9%
NPA
1241
Nichols & Pratt Advisers
Massachusetts
$1.75M -$44K -200 -2%
AI
1242
Arvest Investments
Arkansas
$1.75M -$121K -552 -6%
AGP
1243
Aspire Growth Partners
Florida
$1.75M +$1.75M +7,831 New
AO
1244
Advisor OS
Illinois
$1.74M -$86.2K -392 -5%
EB
1245
Exchange Bank
California
$1.74M +$37.6K +171 +2%
HFBOT
1246
Home Federal Bank of Tennessee
Tennessee
$1.72M -$4.62K -21 -0.3%
HNB
1247
Hilltop National Bank
Wyoming
$1.72M +$444K +2,022 +35%
BHBT
1248
Burke & Herbert Bank & Trust
Virginia
$1.72M +$7.04K +32 +0.4%
VWM
1249
Venturi Wealth Management
Texas
$1.72M +$23.7K +108 +1%
AWE
1250
Avidian Wealth Enterprises
Texas
$1.72M +$39.3K +179 +2%