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 %
DC
2351
Dahring Cusmano
Michigan
$374K +$374K +1,703 New
KFA
2352
Krane Funds Advisors
New York
$374K -$26.6K -121 -7%
BWS
2353
Buck Wealth Strategies
Colorado
$374K +$374K +1,702 New
PIP
2354
Peachtree Investment Partners
Florida
$374K -$176K -800 -32%
AC
2355
AlphaCore Capital
California
$373K -$7.04K -32 -2%
OBWP
2356
O'Brien Wealth Partners
Massachusetts
$373K +$2.2K +10 +0.6%
TFA
2357
Tranquilli Financial Advisor
New Jersey
$373K +$373K +1,695 New
NA
2358
Nordwand Advisors
Pennsylvania
$372K
DCA
2359
DSG Capital Advisors
Minnesota
$372K +$372K +1,693 New
SCI
2360
Stableford Capital II
Arizona
$372K
SPWM
2361
Spartan Planning & Wealth Management
North Carolina
$371K +$371K +1,687 New
GSWM
2362
Golden State Wealth Management
California
$370K +$370K +1,682 New
WCM
2363
Wedge Capital Management
North Carolina
$369K
SWM
2364
Seed Wealth Management
Illinois
$369K
STB
2365
S&T Bank
Pennsylvania
$369K +$16.5K +75 +5%
FZCM
2366
Flynn Zito Capital Management
New York
$369K -$17.6K -80 -5%
PP
2367
PFS Partners
New Jersey
$368K +$1.1K +5 +0.3%
PWM
2368
Prosperity Wealth Management
California
$368K -$7.91K -36 -2%
FA
2369
Fiducient Advisors
Illinois
$368K +$44K +200 +14%
MAMG
2370
Milestone Asset Management Group
Connecticut
$368K +$368K +1,672 New
BAMG
2371
Brand Asset Management Group
Missouri
$367K -$13.9K -63 -4%
JPWM
2372
Jamison Private Wealth Management
Georgia
$367K +$1.32K +6 +0.4%
MPW
2373
Monterey Private Wealth
California
$366K +$88.8K +404 +32%
SCA
2374
Southern Capital Advisors
Tennessee
$366K +$1.32K +6 +0.4%
CFGA
2375
Cambridge Financial Group (Arizona)
Arizona
$365K