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 %
CSA
1401
Cornerstone Select Advisors
Missouri
$1.33M +$1.33M +6,059 New
HCM
1402
Howard Capital Management
Georgia
$1.33M -$215K -979 -14%
MMHP
1403
Murphy Middleton Hinkle & Parker
Georgia
$1.33M -$5.5K -25 -0.4%
BPW
1404
Bingham Private Wealth
California
$1.33M +$1.33M +6,038 New
GIP
1405
Granite Investment Partners
California
$1.33M
LWAM
1406
Legacy Wealth Asset Management
Minnesota
$1.32M -$50.3K -229 -4%
WA
1407
Wealth Alliance
New York
$1.32M -$33.9K -154 -3%
SWM
1408
Selective Wealth Management
Virginia
$1.31M +$27.9K +128 +2%
AIM
1409
Aspen Investment Management
Michigan
$1.3M +$24.2K +110 +2%
BWA
1410
Burt Wealth Advisors
Maryland
$1.3M -$24.2K -110 -2%
LRPA
1411
L. Roy Papp & Associates
Arizona
$1.3M -$57.2K -260 -4%
HWA
1412
Heartwood Wealth Advisors
Virginia
$1.3M +$1.1K +5 +0.1%
TGAM
1413
TBH Global Asset Management
Tennessee
$1.3M -$4.62K -21 -0.4%
DPW
1414
DiNuzzo Private Wealth
Pennsylvania
$1.3M
OA
1415
Oak Associates
Ohio
$1.3M +$659 +3 +0.1%
CE
1416
Cornerstone Enterprises
Wisconsin
$1.3M +$1.3M +5,897 New
PMFA
1417
Plante Moran Financial Advisors
Michigan
$1.3M -$91K -414 -7%
MSCM
1418
McElhenny Sheffield Capital Management
Texas
$1.29M +$1.76K +8 +0.1%
ECA
1419
Elevated Capital Advisors
Utah
$1.28M +$158K +720 +14%
SWIM
1420
Smallwood Wealth Investment Management
New Jersey
$1.28M
SOS
1421
Silver Oak Securities
Tennessee
$1.28M +$196K +891 +18%
AA
1422
ABC Arbitrage
France
$1.28M +$1.28M +5,807 New
NCM
1423
NCM Capital Management
New Jersey
$1.28M +$287K +1,305 +29%
CCA
1424
Corps Capital Advisors
Texas
$1.28M +$1.28M +5,800 New
AWS
1425
Arkfeld Wealth Strategies
Nebraska
$1.27M +$4.57K +21 +0.4%