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 %
IFWM
1751
Institute for Wealth Management
Colorado
$804K -$24.6K -112 -3%
WA1
1752
Wimmer Associates 1
California
$804K
IAS
1753
Investment Advisory Services
Texas
$804K +$36.1K +164 +5%
FCAS
1754
First Command Advisory Services
Texas
$804K -$17.1K -78 -2%
AGP
1755
Autumn Glory Partners
Texas
$803K -$580K -2,640 -42%
HKAM
1756
Horizon Kinetics Asset Management
New York
$802K
S
1757
Sachetta
Massachusetts
$801K -$220 -1 -0%
ML
1758
McAdam LLC
Pennsylvania
$800K +$15.4K +70 +2%
MIM
1759
MTM Investment Management
South Carolina
$799K +$879 +4 +0.1%
CAAM
1760
Cornerstone Advisors Asset Management
Pennsylvania
$798K +$659 +3 +0.1%
CFD
1761
Creative Financial Designs
Indiana
$798K -$392K -1,781 -33%
SAM
1762
SignalPoint Asset Management
Missouri
$798K -$11.7K -53 -1%
MW
1763
MBL Wealth
North Carolina
$796K +$3.96K +18 +0.5%
BFC
1764
Bedel Financial Consulting
Indiana
$794K -$44.5K -169 -5%
CHC
1765
City Holding Co
West Virginia
$794K -$107K -487 -12%
IPW
1766
Invictus Private Wealth
Colorado
$793K -$46.8K -213 -6%
NRI
1767
NFP Retirement Inc
California
$793K -$58.9K -268 -7%
VNA
1768
Valley National Advisers
Pennsylvania
$792K -$2.25M -10,248 -74%
LI
1769
Lafayette Investments
Maryland
$792K +$3.96K +18 +0.5%
NHT
1770
New Hampshire Trust
New Hampshire
$792K
FAG
1771
Fortitude Advisory Group
Washington
$792K +$1.76K +8 +0.2%
SWMP
1772
Signature Wealth Management Partners
New Jersey
$789K +$440 +2 +0.1%
OFS
1773
Oldfather Financial Services
Nebraska
$789K
GSB
1774
Greenfield Savings Bank
Massachusetts
$788K -$6.6K -30 -0.8%
HFRG
1775
Houlihan Financial Resource Group
Virginia
$788K +$659 +3 +0.1%