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 %
BCFD
1776
Boit C.F. David
$788K
WC
1777
Whitney & Co
New York
$788K -$105K -476 -12%
CL
1778
CLG LLC
California
$787K +$787K +3,581 New
SW
1779
SMART Wealth
Nebraska
$787K -$58.3K -265 -7%
NFA
1780
Northwest Financial Advisors
Virginia
$784K +$3.52K +16 +0.5%
AWM
1781
Angeles Wealth Management
California
$782K +$120K +545 +18%
SAM
1782
Selway Asset Management
$780K +$780K +3,550 New
LIA
1783
Lynx Investment Advisory
District of Columbia
$780K +$18.7K +85 +2%
SFG
1784
Shum Financial Group
California
$779K -$19.3K -88 -2%
LWM
1785
Laidlaw Wealth Management
New York
$778K +$20.4K +93 +3%
VIPI
1786
Vista Investment Partners II
Indiana
$777K +$777K +3,536 New
EWA
1787
EverSource Wealth Advisors
Alabama
$777K +$192K +872 +33%
REMPR
1788
Roof Eidam Maycock Peralta (REMP)
California
$777K
GI
1789
GS Investments
Minnesota
$775K
SI
1790
Saxon Interests
Texas
$775K +$7.47K +34 +1%
RPGK
1791
Retirement Planning Group (Kansas)
Kansas
$773K +$158K +719 +26%
WAM
1792
Worth Asset Management
Texas
$771K -$1.2M -5,438 -61%
KCM
1793
Kathmere Capital Management
Pennsylvania
$771K +$368K +1,673 +91%
DA
1794
Drake & Associates
Wisconsin
$770K +$770K +3,051 New
SLT
1795
St Louis Trust
Missouri
$769K
BWP
1796
Burling Wealth Partners
Illinois
$769K +$769K +3,500 New
WKWM
1797
Walter & Keenan Wealth Management
Indiana
$768K +$5.28K +24 +0.7%
FPCP
1798
Fort Point Capital Partners
California
$766K -$7.7K -35 -1%
Fiera Capital (Canada)
1799
Fiera Capital (Canada)
Quebec, Canada
$764K -$138K -630 -15%
DG
1800
DMC Group
Alabama
$764K +$61.6K +280 +9%