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 %
BWM
1651
Blossom Wealth Management
California
$929K -$113K -512 -11%
DDC
1652
DF Dent & Co
Maryland
$927K -$2.64K -12 -0.3%
PFSC
1653
Peoples Financial Services Corp
Pennsylvania
$927K -$14.9K -68 -2%
WI
1654
WrapManager Inc
California
$927K +$927K +4,217 New
AIA
1655
AssuredPartners Investment Advisors
Florida
$926K +$926K +4,214 New
IA
1656
IMZ Advisory
Florida
$926K
MTIC
1657
Missouri Trust & Investment Company
Missouri
$926K
SAM
1658
Secure Asset Management
Michigan
$925K +$329K +1,495 +55%
DWA
1659
Delos Wealth Advisors
Texas
$923K
WBWA
1660
William B. Walkup & Associates
South Carolina
$923K
CA
1661
Cornerstone Advisory
Maryland
$920K +$86K +329 +10%
TIA
1662
Traphagen Investment Advisors
New Jersey
$919K +$220K +1,002 +32%
CCG
1663
Chatham Capital Group
Georgia
$914K +$350K +1,592 +62%
CIA
1664
Cape Investment Advisory
Georgia
$913K +$6.38K +29 +0.7%
PAS
1665
PKS Advisory Services
New York
$912K +$912K +4,149 New
AA
1666
Argent Advisors
Louisiana
$911K -$48.4K -220 -5%
NB
1667
Nicolet Bankshares
Wisconsin
$911K -$1.01M -4,593 -53%
VCS
1668
Vaughan & Co Securities
New Jersey
$911K -$46.6K -212 -5%
LIA
1669
LifePlan Investment Advisors
North Carolina
$909K
PFW
1670
Petros Family Wealth
Minnesota
$907K +$907K +4,125 New
TKP
1671
Tallon Kerry Patrick
$902K +$902K +4,102 New
PRTG
1672
Post Resch Tallon Group
New York
$902K +$902K +4,102 New
QWP
1673
Quotient Wealth Partners
Texas
$902K +$26.2K +119 +3%
PC
1674
Port Capital
Illinois
$899K -$5.05K -23 -0.6%
PFGIA
1675
Patriot Financial Group Insurance Agency
Massachusetts
$899K -$7.26K -33 -0.8%