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 %
CHJWM
1451
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.23M
MA
1452
MBA Advisors
Pennsylvania
$1.23M +$7.25K +33 +0.6%
CCA
1453
Cobblestone Capital Advisors
New York
$1.23M +$13.2K +60 +1%
CA
1454
Callahan Advisors
Texas
$1.22M +$547K +2,488 +81%
PPWP
1455
Premier Path Wealth Partners
New Jersey
$1.22M +$11.2K +51 +0.9%
SIA
1456
SeaBridge Investment Advisors
New Jersey
$1.22M +$306K +1,390 +33%
WEG
1457
World Equity Group
Illinois
$1.22M -$139K -634 -10%
CWM
1458
Campbell Wealth Management
Virginia
$1.22M +$844K +3,839 +226%
BOPW
1459
Brandywine Oak Private Wealth
Pennsylvania
$1.21M -$118K -537 -9%
NA
1460
Navellier & Associates
Nevada
$1.21M +$307K +1,397 +34%
MVA
1461
Mount Vernon Associates
Maryland
$1.21M
GIA
1462
Gateway Investment Advisers
Ohio
$1.21M -$74.5K -339 -6%
PPP
1463
Private Portfolio Partners
New Jersey
$1.21M -$52.5K -239 -4%
SFG
1464
Sunburst Financial Group
Alabama
$1.21M -$265K -1,207 -18%
LIA
1465
LS Investment Advisors
Michigan
$1.21M -$31.9K -145 -3%
SLI
1466
Sumitomo Life Insurance
Japan
$1.21M -$33K -150 -3%
PCS
1467
Personal CFO Solutions
New Jersey
$1.2M +$25.1K +114 +2%
VIG
1468
Vienna Insurance Group
Poland
$1.2M -$380K -1,727 -24%
SPWG
1469
Syntegra Private Wealth Group
Missouri
$1.2M -$42.6K -194 -3%
PCM
1470
Piedmont Capital Management
Montana
$1.19M -$15.6K -71 -1%
SFA
1471
Souders Financial Advisors
Ohio
$1.19M -$34.7K -158 -3%
IA
1472
Insight Advisors
Pennsylvania
$1.19M -$30.8K -140 -3%
GAM
1473
Grandview Asset Management
Pennsylvania
$1.19M +$1.19M +5,409 New
AIA
1474
Allied Investment Advisors
Montana
$1.19M +$44K +200 +4%
FA
1475
Fiduciary Alliance
South Carolina
$1.19M +$606K +2,757 +104%