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 %
OFO
2326
OneAscent Family Office
Alabama
$386K +$386K +1,754 New
WWA
2327
Wingate Wealth Advisors
Massachusetts
$386K +$386K +1,755 New
T
2328
Tableaux
Massachusetts
$385K +$385K +1,753 New
HWA
2329
HCR Wealth Advisors
California
$385K -$220 -1 -0.1%
GITFIT
2330
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$385K
CCM
2331
Coerente Capital Management
Ontario, Canada
$385K
PTB
2332
Pioneer Trust Bank
Oregon
$384K
RA
2333
Rise Advisors
New York
$383K -$7.03K -32 -2%
TSWM
2334
Triangle Securities Wealth Management
North Carolina
$383K +$220 +1 +0.1%
MA
2335
MAS Advisors
Florida
$382K
CJL
2336
Cyrus J. Lawrence
New York
$382K +$18.9K +86 +5%
TIA
2337
Tiemann Investment Advisors
California
$381K -$1.1K -5 -0.3%
API
2338
Asset Planning Inc
California
$381K +$381K +1,731 New
CWA
2339
Continuum Wealth Advisors
New York
$380K -$2.2K -10 -0.6%
NWMG
2340
Nicholson Wealth Management Group
South Carolina
$380K
AC
2341
ASB Consultores
Florida
$379K -$220 -1 -0.1%
TFP
2342
Triune Financial Partners
Kansas
$379K
AGWCA
2343
Annis Gardner Whiting Capital Advisors
Florida
$378K +$23.7K +108 +7%
TP
2344
Tranquility Partners
Tennessee
$377K -$8.57K -39 -2%
CB
2345
CNB Bank
Pennsylvania
$376K -$53.2K -242 -12%
NRC
2346
New Republic Capital
North Carolina
$376K +$51.9K +236 +16%
IP
2347
Integras Partners
Georgia
$375K +$375K +1,707 New
EWS
2348
Eagle Wealth Strategies
New Jersey
$375K -$15.2K -69 -4%
APWA
2349
Atlas Private Wealth Advisors
New Jersey
$375K +$2.86K +13 +0.8%
CW
2350
Cook Wealth
North Carolina
$375K +$7.46K +33 +2%