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 %
GBT
1276
Grove Bank & Trust
Florida
$1.63M +$3.08K +14 +0.2%
CCM
1277
Connective Capital Management
California
$1.63M
TA
1278
TCM Advisors
West Virginia
$1.63M -$1.75M
AA
1279
Advisory Alpha
Michigan
$1.62M -$149K -678 -8%
WCM
1280
Whitener Capital Management
North Carolina
$1.61M -$30.8K -140 -2%
RFG
1281
Range Financial Group
Oregon
$1.61M +$953K +4,336 +146%
TBT
1282
Texas Bank & Trust
Texas
$1.61M +$1.61M +7,302 New
QCG
1283
Quadrant Capital Group
Ohio
$1.6M +$126K +571 +9%
NSAM
1284
North Star Asset Management
Wisconsin
$1.6M +$66K +300 +4%
PL
1285
Plancorp LLC
Missouri
$1.6M +$18.5K +84 +1%
MSWA
1286
Marshall & Sterling Wealth Advisors
New York
$1.6M +$1.6M +7,259 New
CPC
1287
Cookson Peirce & Co
Pennsylvania
$1.59M -$11.7K -53 -0.7%
WF
1288
Warner Financial
Maryland
$1.59M +$6.15K +28 +0.4%
MFA
1289
Mayflower Financial Advisors
Massachusetts
$1.59M +$235K +1,069 +17%
AFS
1290
Access Financial Services
Minnesota
$1.59M -$165K -749 -9%
AWP
1291
Ascent Wealth Partners
New York
$1.58M +$14.3K +65 +0.9%
CCP
1292
Clarkston Capital Partners
Michigan
$1.58M +$1.58M +7,205 New
LSPW
1293
Lake Street Private Wealth
Illinois
$1.58M -$122K -554 -7%
RMA
1294
Roffman Miller Associates
Pennsylvania
$1.58M -$93.4K -425 -6%
CWP
1295
Core Wealth Partners
California
$1.57M -$145K -658 -8%
SA
1296
SRN Advisors
Pennsylvania
$1.57M +$1.02M +4,650 +185%
JWM
1297
Jeppson Wealth Management
California
$1.57M +$12.8K +58 +0.8%
LS
1298
Livforsakringsbolaget Skandia
Sweden
$1.57M
CF
1299
Claris Financial
Virginia
$1.57M +$1.57M +7,135 New
CI
1300
CX Institutional
Indiana
$1.57M +$31.4K +143 +2%