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 %
BFO
1351
Biltmore Family Office
North Carolina
$1.44M +$73.2K +333 +5%
TW
1352
TrinityPoint Wealth
Connecticut
$1.44M +$6.82K +31 +0.5%
WDC
1353
Woodward Diversified Capital
California
$1.44M -$198K -899 -12%
IIM
1354
Ironwood Investment Management
Massachusetts
$1.43M
BAM
1355
Belpointe Asset Management
Nevada
$1.43M +$11.9K +59 +0.8%
GM
1356
GeoWealth Management
Illinois
$1.43M +$119K +543 +9%
MA
1357
MJP Associates
Connecticut
$1.42M -$108K -493 -7%
SMA
1358
Sage Mountain Advisors
Georgia
$1.42M +$3.74K +17 +0.3%
TWM
1359
Tradition Wealth Management
Minnesota
$1.42M -$117K -533 -8%
WF
1360
WoodTrust Financial
Wisconsin
$1.41M +$112K +510 +9%
GCA
1361
Genesee Capital Advisors
New York
$1.41M -$67.9K -309 -5%
AUB
1362
Atlantic Union Bankshares
Virginia
$1.41M -$228K -1,035 -14%
TWM
1363
Thrive Wealth Management
Pennsylvania
$1.41M -$104K -475 -7%
DAC
1364
Dividend Assets Capital
South Carolina
$1.4M +$220 +1 +0%
JCFM
1365
JBR Co Financial Management
Oklahoma
$1.4M +$8.79K +40 +0.6%
KG
1366
Kilter Group
New York
$1.4M +$1.4M +6,385 New
GPA
1367
Garrison Point Advisors
California
$1.4M +$673K +3,060 +92%
FFC
1368
Frederick Financial Consultants
Maryland
$1.4M +$1.4M +6,378 New
WCM
1369
Winthrop Capital Management
Indiana
$1.4M +$1.4M +6,366 New
MIP
1370
Marietta Investment Partners
Wisconsin
$1.4M -$33K -150 -2%
EWM
1371
EPG Wealth Management
Georgia
$1.4M -$5.06K -23 -0.4%
DLHL
1372
Donald L. Hagan LLC
Florida
$1.4M -$74.1K -337 -5%
SIA
1373
Schechter Investment Advisors
Michigan
$1.4M +$9.45K +43 +0.7%
SEEDPG
1374
S.E.E.D. Planning Group
New York
$1.4M +$27.7K +126 +2%
PWAM
1375
Pinnacle West Asset Management
Wyoming
$1.39M