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 %
EARNEST Partners
1901
EARNEST Partners
Georgia
$669K -$18.5K -84 -3%
ITIM
1902
Indiana Trust & Investment Management
Indiana
$668K -$22K -100 -3%
VC
1903
Vicus Capital
Pennsylvania
$668K -$4.18K -19 -0.6%
HAC
1904
Harbor Advisory Corp
New Hampshire
$667K
LI
1905
LVZ Inc
Michigan
$665K +$110K +501 +20%
FNBSF
1906
First National Bank Sioux Falls
South Dakota
$665K
SCA
1907
Sandy Cove Advisors
Massachusetts
$665K +$25.9K +118 +4%
B
1908
Bellecapital
Switzerland
$664K -$5.5K -25 -0.8%
WA
1909
WBH Advisory
Maryland
$664K -$31.2K -142 -4%
BAM
1910
Bosun Asset Management
Illinois
$664K -$34.3K -156 -5%
SI
1911
Seeds Investor
New York
$663K +$41.1K +187 +7%
ETS
1912
ESL Trust Services
New York
$663K +$624K +2,840 +1,614%
TLP
1913
Trinity Legacy Partners
Texas
$663K
RFA
1914
Reyes Financial Architecture
California
$663K +$663K +3,015 New
PSB
1915
Piscataqua Savings Bank
New Hampshire
$662K
TSWM
1916
Tyler-Stone Wealth Management
Ohio
$662K +$128K +584 +24%
KLWA
1917
Kelly Lawrence W & Associates
California
$661K
WFA
1918
WMG Financial Advisors
Tennessee
$660K +$440 +2 +0.1%
SC
1919
Shay Capital
New York
$659K +$659K +3,000 New
AAG
1920
Armstrong Advisory Group
Massachusetts
$659K +$110K +502 +20%
NWA
1921
Navis Wealth Advisors
New York
$658K +$8.13K +37 +1%
BLC
1922
Brown, Lisle/Cummings
Rhode Island
$657K +$31.4K +143 +5%
MTC
1923
McDaniel Terry & Co
Texas
$657K
DTC
1924
Davidson Trust Company
Washington
$656K -$78.9K -359 -11%
EW
1925
Evoke Wealth
California
$656K +$7.69K +35 +1%