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 %
SFC
2101
SYM Financial Corp
Indiana
$505K +$109K +496 +28%
OC
2102
Oakworth Capital
Alabama
$505K +$220 +1 +0%
CWM
2103
Centric Wealth Management
Illinois
$504K
WP
2104
WealthShield Partners
North Carolina
$504K -$46.2K -210 -8%
HCMT
2105
Highland Capital Management (Tennessee)
Tennessee
$503K +$87.9K +400 +21%
MBTD
2106
Mechanics Bank - Trust Department
California
$503K
WCM
2107
Windsor Capital Management
Arizona
$503K -$57.6K -262 -10%
CWA
2108
CM Wealth Advisors
Ohio
$503K
MWM
2109
Mosley Wealth Management
California
$502K +$41.6K +182 +9%
SAA
2110
Southeast Asset Advisors
Georgia
$502K
NA
2111
Nautilus Advisors
California
$502K +$502K +2,282 New
RPWA
2112
Regent Peak Wealth Advisors
Georgia
$500K +$2.86K +13 +0.6%
FCM
2113
Fourpath Capital Management
Oklahoma
$499K -$50.6K -230 -9%
CPSAC
2114
Chas P. Smith & Associates (CPS)
Florida
$497K
ES
2115
Eagle Strategies
New York
$497K -$879 -4 -0.2%
BWP
2116
Balboa Wealth Partners
Arizona
$497K -$37.2K -169 -7%
LMKC
2117
L.M. Kohn & Company
Ohio
$497K +$5.06K +23 +1%
FWA
2118
Flagship Wealth Advisors
Massachusetts
$497K +$497K +2,260 New
EAM
2119
Evanson Asset Management
California
$496K +$879 +4 +0.2%
NAS
2120
NWF Advisory Services
California
$495K +$495K +2,254 New
YCG
2121
Yeomans Consulting Group
Georgia
$495K +$2.42K +11 +0.5%
KW
2122
KWB Wealth
California
$495K -$6.19K -28 -1%
CIM
2123
Contravisory Investment Management
Massachusetts
$494K +$494K +2,248 New
QPBE
2124
Quintet Private Bank (Europe)
Luxembourg
$494K -$33K -150 -6%
LAS
2125
LWM Advisory Services
Florida
$493K +$131K +596 +36%