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 %
EHC
1301
Everett Harris & Co
California
$1.56M +$754K +3,431 +93%
CPC
1302
CFC Planning Company
Indiana
$1.55M +$1.55M +7,044 New
BFM
1303
Boston Financial Management
Massachusetts
$1.55M +$176K +800 +13%
OPPS
1304
Obsidian Personal Planning Solutions
Maryland
$1.55M +$16.9K +66 +1%
FNBTCON
1305
First National Bank & Trust Co of Newtown
Pennsylvania
$1.55M -$12.3K -56 -0.8%
RPC
1306
Rossmore Private Capital
Connecticut
$1.54M
DAS
1307
Diversify Advisory Services
Utah
$1.54M -$1.78M -8,081 -54%
AB
1308
Atlas Brown
Kentucky
$1.54M +$46.6K +212 +3%
CMANY
1309
Capital Management Associates (New York)
New York
$1.54M
TFCP
1310
Twin Focus Capital Partners
Massachusetts
$1.54M
LIP
1311
Lighthouse Investment Partners
Florida
$1.54M +$1.54M +7,000 New
CTFG
1312
Capstone Triton Financial Group
Oklahoma
$1.54M +$28.8K +131 +2%
SSWM
1313
Strait & Sound Wealth Management
California
$1.54M +$19.6K +89 +1%
NFA
1314
Northern Financial Advisors
Michigan
$1.53M -$186K -844 -11%
DA
1315
Dover Advisors
Virginia
$1.53M +$164K +745 +12%
GLF
1316
Groupe la Francaise
France
$1.53M +$1.53M +6,384 New
TL
1317
Tradewinds LLC
North Carolina
$1.53M -$42.1K -165 -3%
WC
1318
Wolfstich Capital
Massachusetts
$1.53M +$1.53M +6,949 New
EWA
1319
Etesian Wealth Advisors
Oregon
$1.53M +$81.8K +372 +6%
TPW
1320
Transatlantique Private Wealth
New York
$1.52M +$440 +2 +0%
TWA
1321
TCI Wealth Advisors
Arizona
$1.52M -$16K -73 -1%
NIM
1322
Northeast Investment Management
Massachusetts
$1.52M -$33K -150 -2%
HCP
1323
Hexagon Capital Partners
Arkansas
$1.51M +$131K +597 +9%
SCP
1324
Stamos Capital Partners
California
$1.5M +$13.2K +60 +0.9%
AA
1325
Ancora Advisors
Ohio
$1.5M +$201K +916 +15%