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 %
PWA
2151
Phoenix Wealth Advisors
North Carolina
$478K +$42.9K +195 +10%
ACP
2152
Aveo Capital Partners
Colorado
$478K -$7.47K -34 -2%
FHC
2153
First Heartland Consultants
Missouri
$478K -$1.98K -9 -0.4%
AFT
2154
Alpha Family Trust
California
$476K
BWM
2155
Birchcreek Wealth Management
Ohio
$475K +$140K +639 +42%
FFG
2156
Fiduciary Financial Group
California
$475K -$7.03K -32 -1%
AL
2157
Arnhold LLC
New York
$474K
LPAM
2158
Lodestar Private Asset Management
California
$473K -$31.7K -144 -6%
PIM
2159
Progressive Investment Management
Oregon
$472K
DMKJ
2160
David M. Knott Jr
$471K
MCA
2161
MSH Capital Advisors
Arizona
$470K -$20.9K -95 -4%
MAP
2162
Moody Aldrich Partners
Massachusetts
$470K -$7.04K -32 -1%
LS
2163
Leelyn Smith
Illinois
$470K -$3.14M -14,262 -87%
MLFP
2164
MPS Loria Financial Planners
Illinois
$469K +$1.76K +8 +0.4%
SIM
2165
Stratos Investment Management
Ohio
$469K +$58.5K +266 +14%
CBT
2166
CoreFirst Bank & Trust
Kansas
$468K -$14.3K -65 -3%
MPW
2167
MA Private Wealth
California
$468K +$182K +828 +64%
SA
2168
Strategic Advocates
Utah
$467K -$120K -545 -20%
GWM
2169
Glass Wealth Management
Texas
$467K -$1.76K -8 -0.4%
MHIC
2170
Marble Harbor Investment Counsel
Massachusetts
$467K -$55K -250 -11%
FA
2171
Freestate Advisors
Kansas
$466K
PPC
2172
Pennington Partners & Co
Maryland
$466K +$466K +2,121 New
GWM
2173
Gray Wealth Management
Maine
$466K +$68.8K +313 +17%
PB
2174
Pinnacle Bancorp
Nebraska
$466K -$2.86K -13 -0.6%
FVWA
2175
Foster Victor Wealth Advisors
South Carolina
$466K +$2.25K +10 +0.5%