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 %
CA
1676
Continuum Advisory
Idaho
$897K +$2.2K +10 +0.2%
LCGC
1677
Legacy Capital Group California
California
$896K -$6.16K -28 -0.7%
IA
1678
IFG Advisory
Georgia
$894K +$894K +4,068 New
MLA
1679
My Legacy Advisors
Oregon
$894K -$13.9K -63 -2%
OAM
1680
Oak Asset Management
California
$894K -$2.42K -11 -0.3%
WLPWM
1681
Walled Lake Planning & Wealth Management
Illinois
$893K +$4.18K +19 +0.5%
LTAS
1682
Linden Thomas Advisory Services
North Carolina
$892K +$216K +984 +32%
DWM
1683
Dopkins Wealth Management
New York
$888K +$96.9K +441 +12%
AWA
1684
Archvest Wealth Advisors
California
$887K +$2.42K +11 +0.3%
FCM
1685
Firestone Capital Management
Florida
$882K
HBT
1686
Heartland Bank & Trust
Illinois
$882K -$25.5K -116 -3%
AI
1687
Accredited Investors
Minnesota
$880K +$6.6K +30 +0.8%
AFWM
1688
AMJ Financial Wealth Management
Virginia
$880K -$4.18K -19 -0.5%
CSB
1689
City State Bank
Iowa
$880K +$55.2K +251 +7%
BW
1690
BXM Wealth
Colorado
$879K +$879K +3,999 New
FIA
1691
FNY Investment Advisers
New York
$879K +$879K +4,002 New
OFS
1692
OneAscent Financial Services
Alabama
$877K +$56.9K +259 +7%
CIG
1693
Cullen Investment Group
Louisiana
$876K +$27K +123 +3%
FB
1694
First Bancorp
Maine
$875K -$10.3K -47 -1%
WDG
1695
Wealth Dimensions Group
Ohio
$873K +$8.79K +40 +1%
GJWM
1696
Gilliland Jeter Wealth Management
Arkansas
$873K +$660 +3 +0.1%
IP
1697
Investment Partners
Ohio
$869K -$9.01K -41 -1%
WAM
1698
Weatherly Asset Management
California
$867K
RI
1699
Rinkey Investments
California
$866K +$17.6K +80 +2%
IIM
1700
InTrack Investment Management
Vermont
$866K -$75.8K -348 -8%