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 %
FFO
1426
Fortitude Family Office
Arizona
$1.27M -$18.2K -83 -1%
UWPG
1427
Ullmann Wealth Partners Group
Florida
$1.27M +$56.1K +255 +5%
SLWA
1428
San Luis Wealth Advisors
California
$1.27M -$188K -855 -13%
PFG
1429
Putney Financial Group
California
$1.27M +$1.27M +5,786 New
HT
1430
Heritage Trust
Oklahoma
$1.27M +$1.27M +5,777 New
AA
1431
AlphaMark Advisors
Kentucky
$1.27M -$532K -2,422 -30%
GWA
1432
Gratus Wealth Advisors
Virginia
$1.27M +$533K +2,423 +73%
FAIM
1433
Financial Advocates Investment Management
Washington
$1.27M +$60.5K +275 +5%
ANBT
1434
American National Bank & Trust
Texas
$1.26M +$249K +1,131 +25%
CSI
1435
Cross Staff Investments
New York
$1.26M -$11K -50 -0.9%
NB
1436
Northwest Bancshares
Pennsylvania
$1.26M -$170K -772 -12%
DS
1437
DRW Securities
Illinois
$1.26M +$817K +3,715 +185%
ET
1438
Equitable Trust
Tennessee
$1.26M -$80K -364 -6%
APW
1439
Austin Private Wealth
Texas
$1.26M +$109K +494 +9%
LA
1440
Legacy Advisors
Pennsylvania
$1.26M +$372K +1,691 +42%
HIA
1441
Harbor Investment Advisory
Maryland
$1.26M -$32.3K -147 -3%
AI
1442
Axecap Investments
Ohio
$1.25M +$158K +721 +15%
VCP
1443
Verus Capital Partners
Arizona
$1.25M +$90.4K +411 +8%
HW
1444
Hancock Whitney
Mississippi
$1.25M +$33.6K +153 +3%
GH
1445
GAM Holding
Switzerland
$1.25M +$1.25M +5,670 New
UAG
1446
United Advisor Group
Ohio
$1.25M -$40.7K -185 -3%
CBA
1447
Coastal Bridge Advisors
Connecticut
$1.25M -$18.7K -85 -1%
MSFS
1448
Main Street Financial Solutions
Pennsylvania
$1.24M -$1.01M -4,580 -45%
MKC
1449
M. Kraus & Co
Vermont
$1.24M -$55K -250 -4%
FPGT
1450
Financial Partners Group (Tennessee)
Tennessee
$1.24M -$55.2K -251 -4%