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 %
SIS
1976
Strategic Investment Solutions
Illinois
$607K +$371 +2 +0.1%
AWA
1977
Amplius Wealth Advisors
Pennsylvania
$606K -$52.3K -238 -8%
ACM
1978
Aljian Capital Management
Nevada
$606K -$1.32K -6 -0.2%
CMP
1979
Coston McIsaac & Partners
Maine
$606K -$18K -82 -3%
AB
1980
ANB Bank
Colorado
$605K +$605K +2,751 New
AP
1981
Appleton Partners
Massachusetts
$604K -$257K -1,168 -30%
FWA
1982
FSM Wealth Advisors
Ohio
$603K +$24.5K +110 +4%
SRIM
1983
Saratoga Research & Investment Management
California
$602K -$50.6K -230 -8%
MLA
1984
MB, Levis & Associates
Pennsylvania
$600K +$440 +2 +0.1%
HA
1985
HFG Advisors
Ohio
$599K
SSW
1986
Smith Shellnut Wilson
Mississippi
$599K +$43.3K +197 +8%
GG
1987
Greenwood Gearhart
Arkansas
$597K -$21.3K -97 -3%
CTB
1988
Country Trust Bank
Illinois
$596K
TIM
1989
Tortoise Investment Management
New York
$596K +$21.8K +99 +4%
BDF
1990
Black Diamond Financial
Maryland
$594K +$594K +2,704 New
Eagle Capital Management (New York)
1991
Eagle Capital Management (New York)
New York
$594K
BC
1992
Barrett & Company
Rhode Island
$592K +$1.1K +5 +0.2%
PCP
1993
Proficio Capital Partners
Massachusetts
$591K +$265K +1,206 +81%
SOAMC
1994
Spirit of America Management Corp
New York
$587K
PAM
1995
Pegasus Asset Management
New York
$586K +$33.6K +153 +6%
WJA
1996
Willis Johnson & Associates
Texas
$586K -$109K -497 -16%
WAM
1997
Wernau Asset Management
Massachusetts
$586K +$586K +2,664 New
FBB
1998
Fulton Breakefield Broenniman
Maryland
$583K +$220 +1 +0%
IAG
1999
Investment Advisory Group
Massachusetts
$582K -$113K -512 -16%
WF
2000
Wayfinding Financial
Washington
$582K +$582K +2,649 New