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 %
OFG
1701
Oxford Financial Group
Indiana
$865K -$18.7K -85 -2%
VAG
1702
VisionPoint Advisory Group
Texas
$865K -$222K -1,009 -20%
BPWM
1703
Badgley Phelps Wealth Managers
Washington
$861K -$16.5K -75 -2%
PDL
1704
Portfolio Design Labs
California
$861K +$602K +2,740 +233%
QWM
1705
Quadcap Wealth Management
Texas
$858K +$140K +637 +20%
RIM
1706
Reliant Investment Management
Tennessee
$857K
WRPWM
1707
Werba Rubin Papier Wealth Management
California
$850K +$2.64K +12 +0.3%
KFS
1708
Keynote Financial Services
Connecticut
$850K +$5.5K +25 +0.7%
CPC
1709
Congress Park Capital
New York
$849K
MSG
1710
Main Street Group
Virginia
$848K -$761K -3,464 -47%
RGI
1711
River Global Investors
United Kingdom
$848K -$687K -3,122 -45%
OIM
1712
Oder Investment Management
California
$846K -$190K -865 -18%
GC
1713
Gilbert & Cook
Iowa
$843K +$49.5K +225 +6%
WC
1714
Weil Company
California
$841K +$4.62K +21 +0.6%
SC
1715
Stephens Consulting
Michigan
$841K -$38.9K -177 -4%
FFG
1716
Fortem Financial Group
California
$839K +$5.94K +27 +0.7%
CCG
1717
Catalina Capital Group
California
$838K +$35K +159 +4%
PWP
1718
Phillips Wealth Planners
Mississippi
$837K -$8.35K -38 -1%
RPCONE
1719
Retirement Planning Company of New England
Rhode Island
$837K -$14.5K -66 -2%
CICI
1720
Capital Investment Counsel Inc
North Carolina
$835K -$11K -50 -1%
ICP
1721
Interchange Capital Partners
Pennsylvania
$835K
CC
1722
Centiva Capital
New York
$833K -$614K -2,795 -42%
GF
1723
Gries Financial
Ohio
$833K -$12.1K -55 -1%
HAS
1724
HBW Advisory Services
California
$833K -$8.14K -37 -1%
HWA
1725
Heritage Wealth Advisors
Virginia
$832K -$63.5K -289 -7%