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 %
BCP
1726
Blue Chip Partners
Michigan
$832K +$37.4K +170 +5%
GFA
1727
Gallagher Fiduciary Advisors
Illinois
$831K +$83.8K +381 +11%
SIM
1728
Sentry Investment Management
Wisconsin
$831K -$135K -616 -14%
QC
1729
Quent Capital
New York
$831K -$110K -499 -12%
HPG
1730
Harvest Portfolios Group
Ontario, Canada
$830K +$242K +1,100 +41%
FWTB
1731
First Western Trust Bank
Colorado
$828K -$48.4K -220 -6%
NED
1732
Nancy E. Dempze
$827K
BB
1733
Berkshire Bank
Massachusetts
$826K -$65.9K -300 -7%
PS
1734
Planned Solutions
California
$826K -$1.98K -9 -0.2%
CWG
1735
Cornerstone Wealth Group
North Carolina
$826K +$18.2K +83 +2%
RIA
1736
Retirement Investment Advisors
Oklahoma
$824K +$244K +1,110 +42%
SPC
1737
Spirepoint Private Client
Florida
$824K -$2.64K -12 -0.3%
SFC
1738
Strategic Financial Concepts
Texas
$823K +$168K +765 +26%
WA
1739
Wealth Architects
California
$822K -$7.91K -36 -1%
OW
1740
Olistico Wealth
Oklahoma
$822K +$98.9K +450 +14%
LW
1741
Libra Wealth
California
$820K +$163K +740 +25%
MMA
1742
Miracle Mile Advisors
California
$820K +$475K +2,163 +138%
WP
1743
WMS Partners
Maryland
$819K -$26.8K -122 -3%
DWM
1744
Destination Wealth Management
California
$818K +$312K +1,421 +62%
WFI
1745
West Family Investments
California
$818K -$9.67K -44 -1%
WAG
1746
Wallace Advisory Group
California
$816K +$119K +538 +17%
SIA
1747
Soltis Investment Advisors
Utah
$814K +$135K +614 +20%
GTAM
1748
Global Trust Asset Management
Florida
$813K -$38.9K -177 -5%
MPIA
1749
Mountain Pacific Investment Advisers
Idaho
$807K
JC
1750
JB Capital
Connecticut
$807K -$2.42K -11 -0.3%