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 %
RMP
1251
Richards, Merrill & Peterson
Washington
$1.71M +$1.71M +7,800 New
XT
1252
XTX Topco
Cayman Islands
$1.71M -$3.11M -14,142 -65%
JAG
1253
Journey Advisory Group
Kentucky
$1.71M
SQA
1254
Simon Quick Advisors
New Jersey
$1.71M +$129K +589 +8%
SEIA
1255
Signature Estate & Investment Advisors
California
$1.71M +$6.38K +29 +0.4%
MWA
1256
Midland Wealth Advisors
Illinois
$1.71M -$185K -841 -10%
NAS
1257
Nicolet Advisory Services
Wisconsin
$1.71M -$92.7K -422 -5%
DFG
1258
Delta Financial Group
New Jersey
$1.7M +$1.7M +7,728 New
SA
1259
Strategic Advisors
New York
$1.7M -$2.58M -11,738 -60%
CFA
1260
CWS Financial Advisors
Michigan
$1.7M
CCT
1261
Capital City Trust
Florida
$1.68M -$58.7K -267 -3%
GS
1262
GWN Securities
Florida
$1.68M +$1.68M +7,463 New
WCM
1263
Weik Capital Management
Pennsylvania
$1.67M -$5.5K -25 -0.3%
OL
1264
one8zero8 LLC
North Carolina
$1.67M +$1.67M +7,607 New
RAM
1265
Roanoke Asset Management
New Jersey
$1.67M
JF
1266
Joule Financial
Kentucky
$1.66M +$475K +2,160 +40%
PWM
1267
PBMares Wealth Management
Virginia
$1.66M +$14.7K +67 +0.9%
HCM
1268
Howland Capital Management
Massachusetts
$1.66M -$16K -73 -1%
SAM
1269
Sompo Asset Management
Japan
$1.66M -$127K -579 -7%
WI
1270
Westbourne Investments
Virginia
$1.65M +$1.65M +7,503 New
PWW
1271
Pettyjohn Wood & White
Virginia
$1.65M +$193K +880 +13%
BAM
1272
Brave Asset Management
New Jersey
$1.64M
MM
1273
Meridian Management
Arkansas
$1.64M +$1.54K +7 +0.1%
LFA
1274
Legacy Financial Advisors
Kentucky
$1.64M +$112K +510 +7%
TYCC
1275
Texas Yale Capital Corp
Florida
$1.64M