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 %
MWC
2076
MBM Wealth Consultants
Missouri
$521K +$6.6K +30 +1%
WB
2077
West Bancorporation
Iowa
$520K
WFAG
2078
Wescott Financial Advisory Group
Pennsylvania
$519K +$22.2K +101 +4%
LIG
2079
Lokken Investment Group
Delaware
$519K +$16.5K +75 +3%
FA
2080
Financial Advisors
Massachusetts
$518K +$81.6K +371 +19%
CWM
2081
Chesapeake Wealth Management
Virginia
$517K -$1.98K -9 -0.4%
SEP
2082
Southland Equity Partners
Missouri
$517K +$33.2K +151 +7%
RWM
2083
Rench Wealth Management
Texas
$517K +$18.2K +83 +4%
III
2084
Independent Investors Inc
New York
$517K
HB
2085
HTLF Bank
Colorado
$515K
RCI
2086
RS Crum Inc
California
$513K +$3.08K +14 +0.6%
RC
2087
Roundview Capital
New Jersey
$513K +$53.2K +242 +12%
FSA
2088
Financial Security Advisor
Virginia
$512K -$7.91K -36 -2%
FMTC
2089
Farmers & Merchants Trust Company
California
$512K +$11.2K +51 +2%
SC
2090
Saturna Capital
Washington
$511K +$44.2K +201 +9%
LWA
2091
Lineweaver Wealth Advisors
Ohio
$511K +$880 +4 +0.2%
CC
2092
Cadinha & Co
Hawaii
$510K -$44K -200 -8%
WCFA
2093
Walkner Condon Financial Advisors
Wisconsin
$510K -$27.5K -125 -5%
WGC
2094
Watts Gwilliam & Co
Arizona
$509K +$1.12K +5 +0.2%
KWMG
2095
King Wealth Management Group
Florida
$509K -$276K -1,253 -35%
HWM
2096
Hemington Wealth Management
Virginia
$509K +$35.8K +163 +8%
PMSA
2097
Patrick M. Sweeney & Associates
Illinois
$509K +$1.1K +5 +0.2%
AWM
2098
Ariadne Wealth Management
California
$508K +$61K +243 +14%
WBC
2099
West Branch Capital
Massachusetts
$507K +$306K +1,390 +152%
TF
2100
Talbot Financial
Washington
$506K -$9.45K -43 -2%