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 %
FHWM
1626
Fox Hill Wealth Management
Massachusetts
$967K +$34.1K +155 +4%
CFM
1627
Catalyst Funds Management
Australia
$967K +$967K +4,400 New
WCM
1628
Washington Capital Management
Washington
$965K -$22K -100 -2%
AWM
1629
Accel Wealth Management
Iowa
$964K -$4.18K -19 -0.4%
GW
1630
Griffith & Werner
Georgia
$962K +$962K +4,377 New
Balyasny Asset Management
1631
Balyasny Asset Management
Illinois
$959K -$4.61M -20,970 -83%
RA
1632
Rational Advisors
New York
$957K -$439K -1,998 -31%
BP
1633
BBR Partners
New York
$956K -$42.2K -192 -4%
JWWM
1634
Johnson & White Wealth Management
Pennsylvania
$953K +$953K +4,334 New
M
1635
MOTCO
Texas
$953K +$19.6K +89 +2%
HNWAG
1636
High Net Worth Advisory Group
Florida
$947K -$19.3K -88 -2%
PCMI
1637
Paradigm Capital Management Inc
New York
$945K
BOTPPF
1638
Board of the Pension Protection Fund
United Kingdom
$945K +$945K +4,300 New
BFO
1639
Boston Family Office
Massachusetts
$944K -$21.5K -98 -2%
BHPW
1640
Beverly Hills Private Wealth
California
$943K -$22.9K -104 -2%
SFSG
1641
Sound Financial Strategies Group
Mississippi
$943K +$67.7K +308 +8%
APIM
1642
Agate Pass Investment Management
Washington
$942K +$942K +4,283 New
RMSCM
1643
R.M. Sincerbeaux Capital Management
New York
$939K -$51.4K -234 -5%
VFP
1644
Verus Financial Partners
Virginia
$937K +$198K +900 +27%
WC
1645
Waterloo Capital
Texas
$936K -$334K -1,518 -26%
GA
1646
Geller Advisors
New York
$934K +$28.8K +131 +3%
CCB
1647
Cutter & Co Brokerage
Missouri
$934K -$64.6K -294 -6%
CIS
1648
Capital International Sarl
California
$931K +$931K +4,237 New
CWM
1649
Cranbrook Wealth Management
Michigan
$931K
DHC
1650
Drum Hill Capital
Connecticut
$931K +$931K +4,235 New