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 %
KPWG
2026
KFA Private Wealth Group
Virginia
$550K +$107K +486 +24%
BA
2027
Ballast Advisors
Minnesota
$550K -$3.52K -16 -0.6%
FCIM
2028
Fairview Capital Investment Management
California
$549K +$110K +500 +25%
WCG
2029
Weaver Consulting Group
California
$549K
Fidelity International
2030
Fidelity International
Bermuda
$548K +$39.6K +180 +8%
CM
2031
Crestline Management
Texas
$548K -$653K -2,969 -54%
UAS
2032
United Asset Strategies
New York
$547K +$440 +2 +0.1%
BCMLT
2033
Beacon Capital Management LLC (Tennessee)
Tennessee
$546K +$14.3K +65 +3%
BMM
2034
Buffington Mohr McNeal
Idaho
$546K +$109K +496 +25%
AAIM
2035
Asset Advisors Investment Management
Georgia
$546K -$87.9K -400 -14%
Two Sigma Investments
2036
Two Sigma Investments
New York
$545K -$18.7K -85 -3%
OCM
2037
Orion Capital Management
California
$545K -$33K -150 -6%
OL
2038
OneFund LLC
Florida
$545K +$13.2K +60 +2%
BIG
2039
Builder Investment Group
Georgia
$544K
TAM
2040
Tealwood Asset Management
Minnesota
$544K +$89.3K +406 +20%
FIC
2041
FCG Investment Company
Tennessee
$543K
UB
2042
Umpqua Bank
Oregon
$543K +$45.9K +211 +9%
CAWM
2043
Capital Advisors Wealth Management
Washington
$542K -$98.9K -450 -15%
DSN
2044
D. Scott Neal
Kentucky
$541K -$879 -4 -0.2%
PCMC
2045
Private Capital Management (Colorado)
Colorado
$541K -$56.5K -257 -9%
SCM
2046
SOL Capital Management
Maryland
$540K -$591K -2,690 -52%
MCM
2047
Magnolia Capital Management
New York
$540K
AIS
2048
AM Investment Strategies
Tennessee
$540K +$14.7K +67 +3%
GSF
2049
Grove Street Fiduciary
New Hampshire
$539K +$539K +2,454 New
BIA
2050
Bigelow Investment Advisors
Maine
$539K -$3.3K -15 -0.6%