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 %
HPM
1501
Hoxton Planning & Management
West Virginia
$1.15M +$220 +1 +0%
AFM
1502
Armstrong Fleming & Moore
District of Columbia
$1.15M
AC
1503
Avestar Capital
New York
$1.14M +$125K +569 +12%
AWM
1504
Accurate Wealth Management
Florida
$1.13M +$24.4K +111 +2%
RDWM
1505
Red Door Wealth Management
Tennessee
$1.13M +$155K +706 +16%
DAM
1506
Delta Asset Management
Tennessee
$1.13M -$95.6K -435 -8%
OL
1507
Owen LaRue
Kentucky
$1.13M +$16.3K +74 +1%
CCG
1508
Coastwise Capital Group
California
$1.13M -$87.7K -399 -7%
TF
1509
Trek Financial
Arizona
$1.12M +$59.6K +271 +6%
BMC
1510
Beaton Management Company
Massachusetts
$1.12M -$48.4K -220 -4%
ACI
1511
Alpha Cubed Investments
California
$1.12M -$94.3K -429 -8%
NWM
1512
Napa Wealth Management
California
$1.12M +$1.12M +5,107 New
4WM
1513
44 Wealth Management
Oregon
$1.12M -$8.13K -37 -0.7%
LGA
1514
Lebenthal Global Advisors
New York
$1.12M +$542K +2,466 +94%
LCM
1515
Leisure Capital Management
California
$1.12M +$104K +474 +10%
WMA
1516
Wealth Management Associates
New Jersey
$1.11M -$29.9K -136 -3%
CFA
1517
Capstone Financial Advisors
Illinois
$1.11M +$6.38K +29 +0.6%
PIA
1518
Perennial Investment Advisors
California
$1.11M +$54.9K +250 +5%
EFSCE
1519
Enterprise Financial Services Corp (EFSC)
Missouri
$1.11M +$455K +2,071 +69%
OA
1520
Oxbow Advisors
Texas
$1.11M +$13.6K +62 +1%
PWM
1521
Prentice Wealth Management
New York
$1.11M +$11.7K +53 +1%
CI
1522
Conning Inc
Connecticut
$1.11M +$72.5K +330 +7%
UCB
1523
United Community Bank
South Carolina
$1.11M -$8.57K -39 -0.8%
UPS
1524
UHLMANN PRICE SECURITIES
Illinois
$1.1M +$15K +68 +1%
CA
1525
Claro Advisors
Massachusetts
$1.1M -$369K -1,679 -25%