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 %
FFN
1326
Focus Financial Network
Minnesota
$1.5M +$58.3K +265 +4%
CAC
1327
Certified Advisory Corp
Florida
$1.5M +$30.1K +137 +2%
HI
1328
Harbour Investments
Wisconsin
$1.5M +$134K +608 +10%
MAWA
1329
Moss Adams Wealth Advisors
Washington
$1.5M -$95.4K -434 -6%
LWANC
1330
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.49M -$24K -109 -2%
FBC
1331
Fairfield, Bush & Co
Connecticut
$1.48M +$34.7K +158 +2%
BEC
1332
Blue Edge Capital
Virginia
$1.48M +$29.7K +135 +2%
MMG
1333
Monetary Management Group
Missouri
$1.48M
TSMHT
1334
Thurston Springer Miller Herd & Titak
Indiana
$1.48M +$118K +534 +9%
PFBT
1335
Parkside Financial Bank & Trust
Missouri
$1.47M +$477K +2,171 +48%
MWA
1336
Meridian Wealth Advisors
Texas
$1.47M -$18K -82 -1%
CP
1337
Cumberland Partners
Ontario, Canada
$1.47M -$164K -745 -10%
SRA
1338
Secured Retirement Advisors
Minnesota
$1.47M +$1.18M +5,375 +413%
DF
1339
Donoghue Forlines
Massachusetts
$1.47M -$2.62M -11,938 -64%
AIM
1340
Athena Investment Management
California
$1.47M -$65.5K -298 -4%
ACM
1341
Aster Capital Management
United Arab Emirates
$1.47M +$1.44M +6,549 +5,550%
PPWM
1342
Paragon Private Wealth Management
Kentucky
$1.46M +$101K +461 +7%
GAM
1343
Groupama Asset Management
France
$1.46M -$1.46M -6,641 -50%
MCM
1344
Manchester Capital Management
Vermont
$1.46M +$220 +1 +0%
LSA
1345
Lion Street Advisors
Texas
$1.46M +$198K +900 +16%
KA
1346
KLCM Advisors
Wisconsin
$1.46M +$189K +859 +15%
CNBTD
1347
Citizens National Bank Trust Department
Mississippi
$1.45M
CFP
1348
Cascade Financial Partners
California
$1.44M -$190K -866 -12%
CCMG
1349
Clark Capital Management Group
Pennsylvania
$1.44M +$178K +808 +14%
SIC
1350
Salem Investment Counselors
North Carolina
$1.44M