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 %
BFG
1851
Bouchey Financial Group
New York
$710K +$2.86K +13 +0.4%
MFC
1852
Mechanics Financial Corp
Ohio
$709K
OF
1853
Outfitter Financial
Maine
$708K -$11K -50 -2%
WG
1854
Wealth Group
North Carolina
$708K +$157K +714 +29%
MHWM
1855
Montz Harcus Wealth Management
Louisiana
$707K +$4.62K +21 +0.7%
OHWP
1856
Oak Harbor Wealth Partners
North Carolina
$707K -$93.4K -425 -12%
LC
1857
LCNB Corp
Ohio
$706K -$22K -100 -3%
BRM
1858
Boston Research & Management
Massachusetts
$706K -$268K -1,220 -28%
SFG
1859
Stonebridge Financial Group
Pennsylvania
$706K +$706K +3,210 New
PMWMG
1860
Parr McKnight Wealth Management Group
Minnesota
$705K +$705K +3,209 New
SHGA
1861
Sand Hill Global Advisors
California
$705K -$12.3K -56 -2%
GIM
1862
Generali Investments Management
Slovenia
$705K +$705K +3,207 New
VI
1863
Versor Investments
New York
$704K +$704K +3,202 New
RFP
1864
Roth Financial Partners
Texas
$703K
FNC
1865
First National Corp
Massachusetts
$701K -$24.2K -110 -3%
BWA
1866
BlueSky Wealth Advisors
North Carolina
$700K
WIM
1867
Warwick Investment Management
Texas
$700K +$2.64K +12 +0.4%
WA
1868
Wealthstar Advisors
Texas
$694K +$694K +3,157 New
HR
1869
Howe & Rusling
New York
$692K -$18.9K -86 -3%
ACM
1870
Allred Capital Management
Texas
$691K +$1.1K +5 +0.2%
BIC
1871
Beach Investment Counsel
Pennsylvania
$691K -$110K -502 -14%
LAM
1872
Lewis Asset Management
California
$691K -$69.3K -315 -9%
NPF
1873
Norris Perne & French
Michigan
$689K
BDFN
1874
Bond & Devick Financial Network
Minnesota
$689K
MCM
1875
MV Capital Management
Maryland
$689K -$220 -1 -0%