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 %
TC
2001
Truvestments Capital
Florida
$580K +$13.6K +62 +2%
AA
2002
Aire Advisors
California
$576K +$4.4K +20 +0.8%
TWM
2003
TriaGen Wealth Management
California
$576K
PWP
2004
Private Wealth Partners
California
$572K -$128K -581 -18%
EIA
2005
Eldridge Investment Advisors
New Hampshire
$571K
OL
2006
Optas LLC
Texas
$571K +$11K +50 +2%
CFG
2007
Certior Financial Group
Pennsylvania
$570K +$570K +2,594 New
6F
2008
626 Financial
Michigan
$569K
TCM
2009
Towercrest Capital Management
Pennsylvania
$569K
DAM
2010
Doheny Asset Management
California
$568K
RIA
2011
Realta Investment Advisors
Delaware
$567K +$297K +1,335 +110%
CF
2012
Convergence Financial
Missouri
$566K +$248K +1,128 +78%
FAM
2013
Fenimore Asset Management
New York
$566K
VWA
2014
Visionary Wealth Advisors
Illinois
$564K -$20.4K -93 -3%
NAG
2015
Northstar Advisory Group
New Jersey
$561K -$42.9K -195 -7%
GXJ
2016
Global X Japan
Japan
$561K +$56.7K +258 +11%
ATS
2017
Ashton Thomas Securities
New York
$560K +$265K +1,202 +90%
COCM
2018
Charter Oak Capital Management
New Hampshire
$558K +$25.7K +117 +5%
HWM
2019
Horizon Wealth Management
Illinois
$555K +$47.7K +217 +9%
PM
2020
Penbrook Management
New York
$555K -$22K -100 -4%
IF
2021
Integrity Financial
Wyoming
$555K +$76.7K +349 +16%
SLA
2022
Silver Lake Advisory
Utah
$554K +$157K +714 +39%
SAW
2023
Signal Advisors Wealth
Michigan
$554K +$29K +132 +6%
BWAM
2024
Boyd Watterson Asset Management
Ohio
$551K -$1.1K -5 -0.2%
GFG
2025
Goldstone Financial Group
Illinois
$551K +$18K +82 +3%