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 %
TIP
2226
Tandem Investment Partners
New Jersey
$439K +$439K +1,997 New
DW30
2227
Drucker Wealth 3.0
New Jersey
$438K +$19.8K +90 +5%
HFAS
2228
Hummer Financial Advisory Services
Illinois
$438K
SC
2229
Syon Capital
California
$437K +$41.8K +190 +11%
RWP
2230
Revolve Wealth Partners
New Jersey
$436K -$129K -586 -23%
LA
2231
Lakeside Advisors
Washington
$435K
EBT
2232
Enterprise Bank & Trust
Massachusetts
$435K +$4.62K +21 +1%
PA
2233
PSI Advisors
Florida
$434K +$5.05K +23 +1%
WAL
2234
W Advisors LLC
Tennessee
$433K +$2.64K +12 +0.6%
PJSIMP
2235
P.J. Schmidt Investment Management (PJS)
Wisconsin
$433K +$22K +100 +5%
FA
2236
Faithward Advisors
Pennsylvania
$431K -$8.79K -40 -2%
BFS
2237
BridgePort Financial Solutions
Iowa
$431K +$431K +1,700 New
KAM
2238
KEB Asset Management
Illinois
$429K -$21.5K -98 -5%
BF
2239
Brucke Financial
Indiana
$429K +$429K +1,677 New
PAM
2240
Parvin Asset Management
South Dakota
$429K +$429K +1,950 New
AT
2241
Arlington Trust
Alabama
$428K +$114K +518 +36%
BWS
2242
Broadway Wealth Solutions
Texas
$427K +$427K +1,942 New
MCM
2243
Morton Capital Management
California
$426K +$15.4K +70 +4%
SWP
2244
Summit Wealth Partners
Florida
$425K +$220 +1 +0.1%
CFG
2245
CKW Financial Group
Hawaii
$425K -$142K -644 -25%
GA
2246
Goldstein Advisors
Wisconsin
$425K +$157K +715 +59%
AG
2247
AlTi Global
New York
$425K -$122K -552 -22%
HI
2248
Human Investing
Oregon
$424K -$17.4K -79 -4%
BAM
2249
BOS Asset Management
Illinois
$424K -$12.3K -56 -3%
PPW
2250
Pasadena Private Wealth
California
$424K +$2.2K +10 +0.5%