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 %
WTB
2301
Washington Trust Bank
Washington
$398K +$129K +586 +48%
PSC
2302
Prentiss Smith & Co
Vermont
$398K
RIS
2303
Retirement Income Solutions
Michigan
$397K
DRP
2304
Decker Retirement Planning
Utah
$397K +$397K +1,805 New
HSWM
2305
Hubbell Strickland Wealth Management
Louisiana
$397K
WW
2306
Westshore Wealth
California
$396K
VCAM
2307
Van Cleef Asset Management
Ohio
$394K
CA
2308
Capital Advantage
California
$393K +$393K +1,787 New
TCWM
2309
Total Clarity Wealth Management
Illinois
$393K +$10.3K +47 +3%
ECAM
2310
East Coast Asset Management
Massachusetts
$392K +$659 +3 +0.2%
FW
2311
Fidato Wealth
Ohio
$392K +$392K +1,782 New
MF
2312
Meridian Financial
Massachusetts
$391K -$9.89K -45 -2%
MCG
2313
McCollum Christoferson Group
New York
$391K
MC
2314
Middleton & Co
Massachusetts
$391K +$7.69K +35 +2%
MCCP
2315
Mission Creek Capital Partners
California
$390K +$354K +16,362 +962%
RG
2316
Renaissance Group
Kentucky
$390K -$14.7K -67 -4%
SL
2317
Sentinus LLC
Illinois
$389K +$1.32K +6 +0.3%
EFA
2318
Evernest Financial Advisors
Indiana
$389K +$53.2K +242 +16%
MWM
2319
Merriman Wealth Management
Washington
$388K +$15.6K +71 +4%
VCM
2320
Virtue Capital Management
Tennessee
$388K -$242K -1,102 -38%
MAM
2321
Montchanin Asset Management
Delaware
$388K
MIFH
2322
Migdal Insurance & Financial Holdings
Israel
$388K +$61.7K +281 +19%
CVA
2323
Central Valley Advisors
California
$387K -$4.18K -19 -1%
MGWA
2324
Monument Group Wealth Advisors
Massachusetts
$387K
T
2325
TOBAM
France
$386K -$823K -3,743 -68%