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 %
UAML
2126
US Asset Management LLC
Pennsylvania
$493K -$11.4K -52 -2%
FIM
2127
Fruth Investment Management
Texas
$493K
HHAA
2128
Henry H. Armstrong Associates
Pennsylvania
$492K -$188K -855 -28%
NFP
2129
Narus Financial Partners
Utah
$492K +$38.5K +175 +8%
AA
2130
Apriem Advisors
California
$492K +$178K +808 +57%
GD
2131
Grandfield & Dodd
New York
$491K
SL
2132
Summitry LLC
California
$491K -$108K -491 -18%
FMN
2133
Financial Management Network
California
$488K +$21.4K +96 +5%
SSC
2134
Syverson Strege & Co
Iowa
$488K +$62.2K +283 +15%
WPP
2135
Whalerock Point Partners
Rhode Island
$488K +$55.4K +252 +13%
AWM
2136
AllSquare Wealth Management
New York
$486K
Cohen & Steers
2137
Cohen & Steers
New York
$485K +$27K +123 +6%
LBC
2138
Leigh Baldwin & Co
New York
$485K +$485K +2,205 New
CWA
2139
Cura Wealth Advisors
Illinois
$484K +$484K +2,201 New
BCM
2140
Buckhead Capital Management
Georgia
$484K -$5.5K -25 -1%
GWAM
2141
Guardian Wealth Advisors (Minnesota)
Minnesota
$483K -$17.4K -79 -3%
QPWM
2142
Quadrant Private Wealth Management
Pennsylvania
$483K -$87.5K -398 -15%
AIM
2143
Acropolis Investment Management
Missouri
$482K +$7.48K +34 +2%
DIP
2144
Davis Investment Partners
North Carolina
$481K +$2.64K +12 +0.6%
C
2145
Certuity
Florida
$481K +$43.7K +199 +10%
SFP
2146
Sterling Financial Planning
New Jersey
$480K +$3.96K +18 +0.8%
NA
2147
Novus Advisors
South Carolina
$480K +$480K +2,183 New
GPWM
2148
Grant Private Wealth Management
California
$479K +$479K +2,180 New
HP
2149
Holistic Planning
Texas
$479K +$21.5K +98 +5%
CCA
2150
Childress Capital Advisors
Texas
$479K +$3.52K +16 +0.7%