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 %
MSRI
2201
Michael S. Ryan Inc
New York
$451K -$12.8K -58 -3%
EIP
2202
Ellis Investment Partners
Pennsylvania
$451K +$1.98K +9 +0.4%
USB
2203
Union Savings Bank
Connecticut
$451K +$21.3K +97 +5%
LI
2204
LifeWealth Investments
Florida
$450K +$450K +2,048 New
DWM
2205
Drive Wealth Management
Utah
$449K +$112K +510 +33%
SAI
2206
Systematic Alpha Investments
New Jersey
$448K
FDCP
2207
Foster Dykema Cabot & Partners
Massachusetts
$448K
ME
2208
McIlrath & Eck
Washington
$446K +$7.04K +32 +2%
FG
2209
Foster Group
Iowa
$445K +$10.6K +48 +2%
FH
2210
FWG Holdings
Florida
$445K
CCC
2211
Compass Capital Corp
Massachusetts
$445K +$445K +2,013 New
KAS
2212
KPP Advisory Services
Kentucky
$444K -$32.5K -148 -7%
MIM
2213
Moseley Investment Management
Florida
$443K +$3.08K +14 +0.7%
CFS
2214
Commonwealth Financial Services
West Virginia
$443K +$44.4K +202 +11%
AIC
2215
Argus Investors Counsel
New York
$443K +$24K +109 +6%
NFG
2216
Nadler Financial Group
Illinois
$443K
SB
2217
SIG Brokerage
New York
$442K +$442K +2,012 New
CCFM
2218
Clear Creek Financial Management
Washington
$442K -$25.5K -116 -5%
KFI
2219
Key Financial Inc
Pennsylvania
$441K -$7.69K -35 -2%
KCIC
2220
Kuhn & Co Investment Counsel
Illinois
$441K +$441K +2,007 New
SRB
2221
Shotwell Rutter Baer
Michigan
$440K
EA
2222
Ergawealth Advisors
Illinois
$440K
RWM
2223
RBA Wealth Management
California
$440K -$71.2K -324 -14%
IA
2224
Inspire Advisors
Idaho
$440K +$4.18K +19 +1%
CWM
2225
Calamos Wealth Management
Illinois
$439K +$18.5K +84 +4%