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 %
QFA
1951
Quantum Financial Advisors
California
$633K
PA
1952
Planning Alternatives
Michigan
$631K
CBB
1953
Citizens Business Bank
California
$630K -$1.05M -1,799 -62%
RL
1954
Retireful LLC
Michigan
$629K +$629K +2,861 New
DOA
1955
D'Orazio & Associates
Virginia
$629K +$2.86K +13 +0.5%
AWM
1956
Aberdeen Wealth Management
Illinois
$628K
SIP
1957
Stoneridge Investment Partners
Pennsylvania
$628K +$628K +2,857 New
FBT
1958
First Bankers Trust
Kentucky
$628K
CHAM
1959
Clear Harbor Asset Management
Connecticut
$627K +$117K +530 +23%
FF
1960
Francis Financial
$626K +$127K +674 +25%
DWAM
1961
Duncan Williams Asset Management
Tennessee
$625K +$392K +1,785 +168%
OCPWS
1962
One Charles Private Wealth Services
Massachusetts
$624K
SC
1963
Sapient Capital
Indiana
$623K +$18K +82 +3%
WA
1964
Wealthstream Advisors
New York
$620K +$66.8K +304 +12%
ACP
1965
Aviance Capital Partners
Florida
$620K +$107K +485 +21%
AIP
1966
ARS Investment Partners
New York
$620K
CH
1967
Cromwell Holdings
Wyoming
$620K +$27.3K +124 +5%
CGA
1968
Crescent Grove Advisors
Illinois
$619K
KLCM
1969
KG&L Capital Management
Louisiana
$618K +$1.09K +5 +0.2%
OCM
1970
One Capital Management
California
$615K -$32.5K -148 -5%
GWSG
1971
GPS Wealth Strategies Group
Colorado
$613K -$472K -2,147 -43%
BCM
1972
Boltwood Capital Management
California
$612K -$457K -2,081 -43%
MCA
1973
Magnolia Capital Advisors
Mississippi
$611K +$124K +563 +25%
FFP
1974
FourThought Financial Partners
Florida
$610K +$610K +2,775 New
MFG
1975
Magnus Financial Group
New York
$607K -$11.7K -53 -2%