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 %
SFO
1551
Stokes Family Office
Louisiana
$1.06M +$68.6K +312 +7%
SFG
1552
Sovereign Financial Group
Connecticut
$1.06M +$40K +182 +4%
CFP
1553
Catalyst Financial Partners
Massachusetts
$1.06M +$59.4K +270 +6%
AL
1554
Aspiriant LLC
California
$1.06M +$36.7K +167 +4%
OA
1555
Operose Advisors
Wisconsin
$1.06M -$121K -551 -10%
BCP
1556
Berkeley Capital Partners
Georgia
$1.06M +$13.6K +62 +1%
BST
1557
Bath Savings Trust
Maine
$1.06M -$57.2K -260 -5%
HFS
1558
Heritage Financial Services
Massachusetts
$1.05M +$24.4K +111 +2%
VC
1559
Veracity Capital
Georgia
$1.05M -$30.3K -138 -3%
BFA
1560
Benedict Financial Advisors
Georgia
$1.05M +$71.9K +327 +7%
BIAS
1561
Beacon Investment Advisory Services
New Jersey
$1.05M +$2.2K +10 +0.2%
HFM
1562
Harvest Fund Management
China
$1.05M -$489K -2,222 -32%
MFG
1563
Monte Financial Group
Connecticut
$1.05M -$33.6K -153 -3%
NBT
1564
Northwest Bank & Trust
Iowa
$1.05M -$20.2K -89 -2%
PCA
1565
Pallas Capital Advisors
Massachusetts
$1.05M +$33.6K +153 +3%
SG Americas Securities
1566
SG Americas Securities
New York
$1.05M -$28.4M -129,353 -96%
KFGK
1567
Keystone Financial Group (Kentucky)
Kentucky
$1.04M +$249K +1,135 +31%
UWP
1568
Uniting Wealth Partners
Kansas
$1.04M +$1.04M +4,729 New
AWA
1569
Acorn Wealth Advisors
Michigan
$1.04M -$31.2K -142 -3%
LA
1570
LexAurum Advisors
Kansas
$1.04M -$14.7K -67 -1%
SA
1571
Sage Advisors
Colorado
$1.04M +$10.8K +49 +1%
TA
1572
TrueWealth Advisors
Alabama
$1.04M -$56.5K -257 -5%
LSAG
1573
Lake Street Advisors Group
New Hampshire
$1.03M +$69.7K +317 +7%
MEAC
1574
M.E. Allison & Co
Texas
$1.03M +$1.03M +4,704 New
BB
1575
Burford Brothers
Texas
$1.03M +$16K +73 +2%