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 %
VA
1526
Valmark Advisers
Ohio
$1.1M +$79.6K +362 +8%
TCOTS
1527
Trust Company of the South
North Carolina
$1.1M
EGM
1528
Engineers Gate Manager
New York
$1.1M +$414K +1,882 +60%
PP
1529
PDS Planning
Ohio
$1.1M +$144K +654 +15%
CFS
1530
CRA Financial Services
New Jersey
$1.1M +$109K +497 +11%
BIG
1531
Brooklyn Investment Group
New York
$1.1M +$11.6K +53 +1%
PWA
1532
Provenance Wealth Advisors
Florida
$1.09M -$1.2M -5,440 -52%
MG
1533
Mather Group
Illinois
$1.09M -$65.1K -296 -6%
OFG
1534
OmniStar Financial Group
North Carolina
$1.09M +$136K +621 +14%
AA
1535
Addison Advisors
Vermont
$1.09M -$43.1K -196 -4%
MSS
1536
Mitchell Sinkler & Starr
Pennsylvania
$1.09M
AC
1537
Apella Capital
Connecticut
$1.09M +$32.8K +149 +3%
SPI
1538
Sutton Place Investors
New York
$1.09M +$8.57K +39 +0.8%
P
1539
Pitcairn
Pennsylvania
$1.09M -$16K -73 -1%
S
1540
SimplyRich
California
$1.09M +$23.7K +108 +2%
BCB
1541
Brian C. Broderick
$1.09M
WMA
1542
West Michigan Advisors
Michigan
$1.09M -$42.4K -193 -4%
CCA
1543
Cypress Capital Advisors
Tennessee
$1.08M +$1.08M +4,935 New
GWA
1544
GGM Wealth Advisors
Maryland
$1.08M +$1.54K +7 +0.1%
PFA
1545
Pure Financial Advisors
California
$1.07M -$70.1K -319 -6%
PEA
1546
Park Edge Advisors
Ohio
$1.07M +$552K +2,512 +107%
FTUS
1547
Flow Traders U.S.
New York
$1.07M +$1.07M +4,858 New
WOC
1548
West Oak Capital
California
$1.07M
BIM
1549
Baldwin Investment Management
Pennsylvania
$1.06M -$816K -3,713 -43%
LC
1550
Lindbrook Capital
California
$1.06M +$5.28K +24 +0.5%