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 %
CPA
1826
Cardiff Park Advisors
California
$735K -$4.4K -20 -0.6%
HCM
1827
Hutchinson Capital Management
California
$732K
BW
1828
BIP Wealth
Georgia
$731K +$44K +200 +6%
PWPS
1829
Pinnacle Wealth Planning Services
Ohio
$730K -$459K -2,089 -39%
HTHT
1830
Hemenway Trust Hemenway Trust
New Hampshire
$729K -$4.62K -21 -0.6%
TCM
1831
Twin Capital Management
Pennsylvania
$729K +$12.5K +57 +2%
BTW
1832
Boston Trust Walden
Massachusetts
$726K
CST
1833
Charles Schwab Trust
Nevada
$725K +$268K +1,217 +58%
GLLW
1834
Graves Light Lenhart Wealth
Virginia
$725K +$220 +1 +0%
MCM
1835
Maple Capital Management
Vermont
$725K -$65.5K -298 -8%
FWI
1836
Facet Wealth Inc
Maryland
$725K -$7.07K -28 -1%
KIM
1837
Kestra Investment Management
Texas
$725K +$56.3K +256 +8%
AIM
1838
Avity Investment Management
Connecticut
$724K
FI
1839
FWG Investments
Kentucky
$724K -$440 -2 -0.1%
TWM
1840
Trueblood Wealth Management
Ohio
$722K +$114K +519 +19%
APG
1841
Abacus Planning Group
South Carolina
$721K +$1.76K +8 +0.2%
BCG
1842
Breakwater Capital Group
New Jersey
$721K +$109K +496 +18%
MSWM
1843
McGlone Suttner Wealth Management
Wisconsin
$719K +$50.8K +231 +8%
FPL
1844
Fortress Private Ledger
North Carolina
$717K +$717K +3,261 New
FUBT
1845
First United Bank & Trust
Maryland
$714K -$5.5K -25 -0.8%
SMC
1846
Smith, Moore & Co
Missouri
$713K -$44.4K -202 -6%
SC
1847
Sawyer & Company
Massachusetts
$713K -$73.6K -335 -9%
WQ
1848
Wealth Quarterback
New Jersey
$712K -$40.9K -186 -5%
GEA
1849
Glen Eagle Advisors
New Jersey
$711K +$220K +1,000 +45%
KC
1850
Kades & Cheifetz
Pennsylvania
$710K -$458K -2,082 -39%