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 %
EHWM
1926
Eads & Heald Wealth Management
Georgia
$655K -$32.7K -149 -5%
FSC
1927
Full Sail Capital
Oklahoma
$653K
WCAMG
1928
Woodard & Company Asset Management Group
North Carolina
$653K -$121K -550 -16%
EGA
1929
E&G Advisors
Texas
$653K -$22K -100 -3%
CIA
1930
Cohen Investment Advisors
New Hampshire
$652K +$1.98K +9 +0.3%
OWA
1931
Opal Wealth Advisors
New York
$651K +$70.1K +319 +12%
CWMGO
1932
Capstone Wealth Management Group (Oregon)
Oregon
$651K +$651K +2,963 New
RHAM
1933
Round Hill Asset Management
California
$649K -$561K -2,551 -46%
SKK
1934
Shepherd Kaplan Krochuk
Massachusetts
$649K +$1.1K +5 +0.2%
IF
1935
Intrua Financial
Texas
$649K -$80.9K -368 -11%
WIC
1936
Woodmont Investment Counsel
Tennessee
$648K +$74.1K +337 +13%
FFA
1937
First Foundation Advisors
California
$647K +$16.5K +75 +3%
SWA
1938
SOA Wealth Advisors
New York
$646K -$44.2K -201 -6%
PAS
1939
Professional Advisory Services
Florida
$645K
HCM
1940
Hengehold Capital Management
Ohio
$644K -$6.38K -29 -1%
APA
1941
Astoria Portfolio Advisors
New York
$640K -$16.3K -75 -2%
NRG
1942
Nemes Rush Group
Michigan
$640K +$16.9K +77 +3%
CHA
1943
Cooper/Haims Advisors
New York
$640K -$23.7K -108 -4%
KWM
1944
Kiker Wealth Management
Georgia
$638K +$638K +2,901 New
LKBC
1945
L.K. Benson & Company
Maryland
$638K +$638K +2,900 New
DIM
1946
DLK Investment Management
California
$636K
MFC
1947
Morris Financial Concepts
South Carolina
$635K +$1.1K +5 +0.2%
HCMG
1948
Howard Capital Management Group
California
$634K
HIC
1949
Harvey Investment Company
Kentucky
$634K
NCM
1950
Novare Capital Management
North Carolina
$633K +$112K +511 +22%