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 %
HI
2251
Hoey Investments
Pennsylvania
$423K +$205K +932 +94%
LCM
2252
Lazari Capital Management
California
$423K +$8.13K +37 +2%
CWP
2253
CFM Wealth Partners
Texas
$422K
FA
2254
Fagan Associates
New York
$422K
TLFA
2255
True Link Financial Advisors
California
$422K +$18.7K +85 +5%
MHR
2256
Matthew Hamilton Rosenberg
$422K -$660 -3 -0.2%
WAAG
2257
Wealth Alliance Advisory Group
Kansas
$421K -$71.4K -325 -14%
NFSG
2258
Newbridge Financial Services Group
Florida
$420K +$420K +1,912 New
BOH
2259
Bank of Hawaii
Hawaii
$419K -$14.9K -68 -3%
CRI
2260
Colonial River Investments
Virginia
$419K -$69.3K -315 -14%
UF
2261
Univest Financial
Pennsylvania
$419K -$17.4K -79 -4%
LWM
2262
Lyell Wealth Management
California
$419K
CT
2263
Coastline Trust
Rhode Island
$419K -$123K -560 -23%
SFS
2264
Security Financial Services
Indiana
$419K +$20.2K +92 +5%
SMWM
2265
Silvia McColl Wealth Management
California
$418K
CWA
2266
Clarity Wealth Advisors
California
$418K
LF
2267
Lee Financial
Texas
$418K +$659 +3 +0.2%
CC
2268
Capital Counsel
New York
$418K -$4.62K -21 -1%
GCA
2269
Gradient Capital Advisors
California
$417K +$15.4K +70 +4%
GI
2270
Gradient Investments
Minnesota
$416K -$7.04K -32 -2%
AIP
2271
Almanack Investment Partners
Pennsylvania
$414K -$43.1K -196 -9%
R
2272
Rebalance
California
$412K
HPBT
2273
Hickory Point Bank & Trust
Illinois
$412K +$412K +1,873 New
LA
2274
LVW Advisors
New York
$412K -$66.8K -304 -14%
CC
2275
Callan Capital
California
$411K +$9.67K +44 +2%