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 %
PFA
1601
Plotkin Financial Advisors
Maryland
$1M
SWA
1602
Sax Wealth Advisors
New Jersey
$1M -$29.9K -136 -3%
YIA
1603
YHB Investment Advisors
Connecticut
$1,000K +$104K +474 +12%
BWP
1604
BSW Wealth Partners
Colorado
$1,000K +$261K +1,189 +35%
PWM
1605
Palacios Wealth Management
Florida
$999K +$999K +4,513 New
OPCM
1606
Osborne Partners Capital Management
California
$999K -$44.8K -204 -4%
CC
1607
Cultivar Capital
Texas
$999K
KA
1608
Klingman & Associates
New York
$998K -$2.64K -12 -0.3%
CFA
1609
Cahill Financial Advisors
Minnesota
$993K -$169K -770 -15%
CNC
1610
Citizens & Northern Corp
Pennsylvania
$992K -$1.67M -7,614 -63%
SFS
1611
Strategic Financial Services
New York
$991K -$11.9K -54 -1%
TT
1612
TI-Trust
Illinois
$985K -$5.94K -27 -0.6%
FCB
1613
First County Bank
Connecticut
$983K -$253K -1,150 -20%
GWM
1614
GDS Wealth Management
Texas
$982K -$121K -549 -11%
MCM
1615
Mill Capital Management
North Carolina
$982K
BCCM
1616
Bridge Creek Capital Management
Massachusetts
$981K -$2.2K -10 -0.2%
WA
1617
Waddell & Associates
Tennessee
$981K
BCM
1618
BluePath Capital Management
Georgia
$979K +$120K +550 +14%
M
1619
MATAURO
New York
$977K +$977K +4,444 New
MCP
1620
Mirador Capital Partners
California
$973K +$60.5K +275 +7%
CWA
1621
CJM Wealth Advisers
Virginia
$973K +$1.1K +5 +0.1%
MPCG
1622
Matrix Private Capital Group
New York
$971K
MWM
1623
Massachusetts Wealth Management
Massachusetts
$969K +$143K +650 +17%
RBFC
1624
Roman Butler Fullerton & Co
Missouri
$968K -$204K -911 -17%
TNB
1625
Thomasville National Bank
Georgia
$968K +$127K +577 +15%