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 %
MCWA
2176
Meadow Creek Wealth Advisors
Georgia
$465K +$8.35K +38 +2%
MWM
2177
Mindset Wealth Management
Indiana
$465K +$3.3K +15 +0.7%
SWMG
2178
Stillwater Wealth Management Group
Florida
$465K +$465K +2,115 New
CFO
2179
CVA Family Office
Colorado
$465K +$52.5K +239 +13%
RZH
2180
Relyea Zuckerberg Hanson
Connecticut
$463K +$9.89K +45 +2%
PAM
2181
Peak Asset Management
Colorado
$462K
PBO
2182
Peoples Bank (Ohio)
Ohio
$461K -$213K -969 -32%
MAG
2183
MRA Advisory Group
New Jersey
$461K -$25.1K -114 -5%
LAM
2184
Lifestyle Asset Management
Texas
$461K -$23.7K -108 -5%
TW
2185
TritonPoint Wealth
Maryland
$461K -$10.3K -47 -2%
MWM
2186
Marietta Wealth Management
Georgia
$461K +$4.18K +19 +0.9%
ACA
2187
Affinity Capital Advisors
California
$460K -$11K -49 -2%
CPL
2188
CAP Partners LLC
Tennessee
$460K -$1.76K -8 -0.4%
O3W
2189
Omni 360 Wealth
New Jersey
$460K -$4.18K -19 -0.9%
CAM
2190
Close Asset Management
United Kingdom
$458K -$458K -2,083 -50%
CWA
2191
Centerline Wealth Advisors
Kentucky
$458K +$458K +2,083 New
CPWA
2192
Cerro Pacific Wealth Advisors
California
$457K -$59.7K -270 -12%
MCCA
2193
Mill Creek Capital Advisors
Pennsylvania
$457K +$203K +923 +80%
AWMG
2194
Alliance Wealth Management Group
New Jersey
$457K
PSB
2195
Passumpsic Savings Bank
Vermont
$457K +$7.04K +32 +2%
LFRG
2196
Lazard Frères Gestion
France
$456K +$249K +1,136 +121%
CCFCSB
2197
Cape Cod Five Cents Savings Bank
Massachusetts
$454K
EIG
2198
Ellenbecker Investment Group
Wisconsin
$453K +$1.98K +9 +0.4%
SC
2199
Sepio Capital
Utah
$452K +$220 +1 +0%
CCC
2200
Chelsea Counsel Company
California
$452K