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 %
TPWA
1376
TRUE Private Wealth Advisors
Oregon
$1.39M -$660 -3 -0%
AFG
1377
Albion Financial Group
Utah
$1.39M
HIP
1378
HUB Investment Partners
Texas
$1.39M +$128K +582 +10%
TCM
1379
Telos Capital Management
California
$1.38M +$582K +2,647 +73%
NG
1380
Novem Group
New York
$1.38M +$1.38M +6,276 New
AW
1381
Apricus Wealth
South Carolina
$1.38M +$17.1K +78 +1%
CastleKeep Investment Advisors
1382
CastleKeep Investment Advisors
Connecticut
$1.38M -$99.8K -454 -7%
NFC
1383
Northeast Financial Consultants
Connecticut
$1.37M +$116K +528 +9%
RFA
1384
Register Financial Advisors
Georgia
$1.37M -$10.6K -48 -0.8%
SAM
1385
Stansberry Asset Management
Texas
$1.37M -$168K -764 -11%
IAS
1386
Insigneo Advisory Services
Florida
$1.37M -$837K -3,807 -38%
LRWA
1387
Long Run Wealth Advisors
New York
$1.37M -$79.6K -362 -6%
PP
1388
Patten & Patten
Tennessee
$1.36M -$6.59K -30 -0.5%
AF
1389
Advisornet Financial
Minnesota
$1.36M -$659 -3 -0%
TA
1390
TKG Advisors
Indiana
$1.36M -$59.6K -265 -4%
BF
1391
bLong Financial
Tennessee
$1.36M +$1.36M +6,172 New
IWA
1392
IVC Wealth Advisors
Pennsylvania
$1.35M -$187K -850 -12%
MEG
1393
Millstone Evans Group
Colorado
$1.35M +$1.35M +6,150 New
EP
1394
Edgestream Partners
New Jersey
$1.35M -$35.4K -161 -3%
ONST
1395
Old North State Trust
North Carolina
$1.34M +$376K +1,710 +39%
EFG
1396
Everhart Financial Group
Ohio
$1.34M +$106K +484 +9%
CIG
1397
Cascade Investment Group
Colorado
$1.34M +$41.5K +189 +3%
DE
1398
Diversified Enterprises
Delaware
$1.34M +$72.8K +331 +6%
WWM
1399
Western Wealth Management
Colorado
$1.34M -$2.38M -10,816 -64%
ATWA
1400
Arbor Trust Wealth Advisors
Michigan
$1.34M +$318K +1,447 +31%