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 %
EFG
2051
Ethos Financial Group
Pennsylvania
$537K -$20.9K -94 -4%
TAM
2052
Trillium Asset Management
Massachusetts
$537K -$11.7K -53 -2%
BFA
2053
Brendel Financial Advisors
New Hampshire
$536K
FOA
2054
Five Oceans Advisors
California
$535K -$44.4K -202 -8%
FF
2055
Financial Futures
New Jersey
$535K -$50.1K -228 -9%
AFAS
2056
Acorn Financial Advisory Services
Virginia
$534K +$1.1K +5 +0.2%
MGAM
2057
McGowan Group Asset Management
Texas
$533K +$84K +382 +19%
SRL
2058
Scientech Research LLC
New Jersey
$533K +$533K +2,426 New
WBCM
2059
Wilson & Boucher Capital Management
California
$533K -$16.9K -77 -3%
NQWM
2060
Northwest Quadrant Wealth Management
Oregon
$533K +$28.8K +131 +6%
GFP
2061
Gryphon Financial Partners
Ohio
$532K -$36K -164 -6%
OIA
2062
Optimum Investment Advisors
Illinois
$531K -$68.6K -312 -11%
MWS
2063
MFA Wealth Services
California
$529K +$529K +2,408 New
FIB
2064
First Interstate Bank
Montana
$529K -$48.1K -219 -8%
GIM
2065
Guardian Investment Management
California
$528K -$82.4K -375 -14%
AAP
2066
Aristotle Atlantic Partners
Florida
$528K
MJRIC
2067
Mogy Joel R Investment Counsel
California
$528K
FFWM
2068
Future Financial Wealth Management
Ohio
$527K +$440 +2 +0.1%
RP
2069
Rowlandmiller & Partners
Georgia
$526K
WW
2070
Waterfront Wealth
Kansas
$526K +$10.1K +46 +2%
PA
2071
Prossimo Advisors
California
$526K +$1.54K +7 +0.3%
PSCM
2072
Per Stirling Capital Management
Texas
$523K
MCM
2073
Moore Capital Management
New York
$523K +$523K +2,379 New
TWP
2074
Tower Wealth Partners
Pennsylvania
$522K +$9.89K +45 +2%
4A
2075
4Wealth Advisors
Illinois
$522K +$522K +2,375 New