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 %
CHP
1476
Cable Hill Partners
Oregon
$1.19M -$167K -759 -12%
IGAM
1477
iA Global Asset Management
Quebec, Canada
$1.19M +$715K +3,255 +152%
EWS
1478
Evergreen Wealth Solutions
Pennsylvania
$1.18M -$12.5K -57 -1%
SAM
1479
Summit Asset Management
Tennessee
$1.18M -$92.8K -422 -7%
AW
1480
Alteri Wealth
California
$1.18M +$1.18M +5,346 New
IBOK
1481
Independence Bank of Kentucky
Kentucky
$1.17M -$40.7K -185 -3%
BMC
1482
Benin Management Corp
Connecticut
$1.17M
1IA
1483
1620 Investment Advisors
Massachusetts
$1.17M -$33.9K -154 -3%
GAG
1484
GM Advisory Group
New York
$1.17M +$25.3K +115 +2%
LIA
1485
LBMC Investment Advisors
Tennessee
$1.17M +$2.2K +10 +0.2%
SP
1486
Stablepoint Partners
Massachusetts
$1.17M +$11K +50 +1%
MAM
1487
Mirabaud Asset Management
United Kingdom
$1.17M +$359K +1,632 +45%
LWM
1488
Liberty Wealth Management
California
$1.17M +$128K +580 +12%
AP
1489
Atwood & Palmer
Missouri
$1.16M
MAM
1490
MWA Asset Management
Massachusetts
$1.16M +$559K +2,542 +93%
KNW
1491
Kesler Norman & Wride
Utah
$1.16M -$218K -993 -16%
DIM
1492
Delta Investment Management
California
$1.16M -$3.08K -14 -0.3%
TBNY
1493
Trustco Bank (New York)
New York
$1.16M -$194K -883 -14%
AF
1494
Arrow Financial
New York
$1.16M -$60.9K -277 -5%
AIC
1495
Archer Investment Corporation
Indiana
$1.16M +$155K +705 +15%
CGL
1496
Clarius Group LLC
Washington
$1.15M +$39.1K +178 +4%
SWA
1497
Stratos Wealth Advisors
Ohio
$1.15M -$29.7K -135 -3%
HL
1498
HeadInvest LLC
Maine
$1.15M -$5.5K -25 -0.5%
KMWM
1499
Keudell/Morrison Wealth Management
Oregon
$1.15M +$660 +3 +0.1%
TCM
1500
Thoma Capital Management
Maryland
$1.15M +$1.15M +5,214 New