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 %
IPW
1576
Intergy Private Wealth
Colorado
$1.03M +$54.5K +248 +6%
SWM
1577
Sugarloaf Wealth Management
Georgia
$1.03M
RI
1578
Ridgewood Investments
New Jersey
$1.03M -$259K -1,177 -20%
NFC
1579
Northstar Financial Companies
Pennsylvania
$1.03M +$1.03M +4,671 New
BOS
1580
Bank of Stockton
California
$1.03M -$31.9K -145 -3%
CAL
1581
Capital Advisors Ltd
Ohio
$1.03M +$2.42K +11 +0.2%
SWA
1582
SFMG Wealth Advisors
Texas
$1.02M -$440 -2 -0%
HFS
1583
Howard Financial Services
Texas
$1.02M +$14.1K +64 +1%
JPLA
1584
Joseph P. Lucia & Associates
New York
$1.02M +$11.9K +54 +1%
MF
1585
Manchester Financial
California
$1.02M
LI
1586
LRI Investments
Florida
$1.02M +$45.5K +207 +5%
PGF
1587
Plan Group Financial
Oklahoma
$1.02M +$85.3K +388 +9%
CCB
1588
Country Club Bank
Missouri
$1.01M +$52.9K +240 +5%
WAG
1589
Winthrop Advisory Group
Massachusetts
$1.01M -$339K -1,540 -25%
NI
1590
Natural Investments
California
$1.01M +$1.01M +4,605 New
CL
1591
COWA LLC
Oklahoma
$1.01M -$83.3K -379 -8%
CF
1592
Centaurus Financial
California
$1.01M -$731K -3,326 -42%
CLA
1593
Carnegie Lake Advisors
New Jersey
$1.01M
CA
1594
Crewe Advisors
Utah
$1.01M -$21.5K -98 -2%
PWM
1595
Proathlete Wealth Management
Florida
$1.01M +$6.15K +28 +0.6%
Los Angeles Capital Management
1596
Los Angeles Capital Management
California
$1.01M -$2.36M -10,743 -70%
PIA
1597
Powell Investment Advisors
Florida
$1.01M +$440 +2 +0%
CF
1598
Copperwynd Financial
Arizona
$1M -$11.7K -53 -1%
CUAMC
1599
China Universal Asset Management Company
China
$1M +$277K +1,260 +38%
STA
1600
Smith Thornton Advisors
Alabama
$1M +$94.1K +428 +10%