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 %
GWA
1801
Geometric Wealth Advisors
District of Columbia
$763K -$16.9K -77 -2%
HFP
1802
Holistic Financial Partners
Indiana
$761K +$3.08K +14 +0.4%
PA
1803
Promethium Advisors
Maryland
$761K
RIG
1804
RiverFront Investment Group
Virginia
$758K +$33.2K +151 +5%
SPL
1805
Smart Portfolios LLC
Washington
$758K -$7.69K -35 -1%
FAN
1806
Financial Advisors Network
California
$757K +$757K +3,446 New
AA
1807
Auxano Advisors
Washington
$755K -$7.7K -35 -1%
LAI
1808
Legal Advantage Investments
California
$755K -$11K -50 -1%
RCA
1809
Resonant Capital Advisors
Wisconsin
$754K +$49.2K +224 +7%
KCM
1810
Kendall Capital Management
Maryland
$753K -$27.5K -125 -4%
I2I
1811
Insight 2811 Inc
Illinois
$753K -$6.6K -30 -0.9%
SCG
1812
Sonata Capital Group
Washington
$752K +$214K +975 +40%
KFS
1813
Kurt F. Somerville
$750K
SFG
1814
SNS Financial Group
Minnesota
$750K -$879 -4 -0.1%
CP
1815
Creekside Partners
California
$745K +$879 +4 +0.1%
CFMC
1816
Curbstone Financial Management Corp
New Hampshire
$745K +$65.5K +298 +10%
IP
1817
Ignite Planners
California
$744K +$6.01K +27 +0.8%
TFF
1818
The Family Firm
Maryland
$744K +$879 +4 +0.1%
PTP
1819
Platform Technology Partners
New York
$743K +$220 +1 +0%
KWM
1820
Kolinsky Wealth Management
New Jersey
$743K +$24.4K +111 +3%
LWP
1821
LMG Wealth Partners
Louisiana
$741K +$6.6K +30 +0.9%
OC
1822
Opinicus Capital
Florida
$738K +$5.28K +24 +0.7%
EBA
1823
Eagle Bay Advisors
New York
$738K -$19.6K -89 -3%
BFG
1824
Baron Financial Group
New Jersey
$736K +$660 +3 +0.1%
WF
1825
WinCap Financial
Massachusetts
$735K +$735K +3,344 New