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 %
OWP
1876
ORG Wealth Partners
Texas
$689K -$53.9K -245 -7%
SN
1877
Sittner & Nelson
Oregon
$687K +$262K +1,190 +61%
FAFN
1878
First Affirmative Financial Network
Colorado
$687K +$10.1K +46 +1%
OHWA
1879
Oak Hill Wealth Advisors
Virginia
$686K +$686K +3,121 New
RDIA
1880
RE Dickinson Investment Advisors
Iowa
$684K +$6.6K +3 +1%
BW
1881
Bison Wealth
Georgia
$684K -$629K -2,861 -48%
DIA
1882
Dana Investment Advisors
Wisconsin
$683K -$7.47K -34 -1%
TFA
1883
Teamwork Financial Advisors
Texas
$683K -$814K -3,703 -54%
JGIA
1884
Jackson Grant Investment Advisers
Connecticut
$681K -$325K -1,478 -32%
KIG
1885
Kennedy Investment Group
New Jersey
$680K +$660 +3 +0.1%
PA
1886
Persium Advisors
Georgia
$679K +$679K +3,088 New
LFA
1887
LifeGuide Financial Advisors
Pennsylvania
$679K
PHS
1888
Pekin Hardy Strauss
Illinois
$677K -$5.5K -25 -0.8%
RC
1889
Reik & Co
New York
$675K
LPT
1890
Legacy Private Trust
Wisconsin
$675K +$16.5K +75 +3%
TWP
1891
Tyche Wealth Partners
Texas
$674K +$32.1K +146 +5%
BFG
1892
Beacon Financial Group
Texas
$673K -$49K -223 -7%
EF
1893
Elite Financial
Idaho
$673K +$673K +3,064 New
CFFP
1894
Center for Financial Planning
Michigan
$673K
CEI
1895
Clark Estates Inc
New York
$672K
AA
1896
Alta Advisers
United Kingdom
$672K +$122K +555 +22%
HAM
1897
Harmony Asset Management
Arizona
$671K -$37.4K -170 -5%
IP
1898
Intellectus Partners
California
$670K -$419K -1,905 -38%
HTIM
1899
Harbour Trust & Investment Management
Indiana
$670K -$4.4K -20 -0.7%
JWBC
1900
J.W. Burns & Co
New York
$670K -$5.5K -25 -0.8%