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 %
AFG
2376
ABLE Financial Group
Arizona
$365K -$2.64K -12 -0.7%
RPA
2377
Rock Point Advisors
Vermont
$365K +$16.5K +75 +5%
GIP
2378
Greatmark Investment Partners
Georgia
$365K
MSR
2379
Main Street Research
Connecticut
$365K +$56.1K +255 +18%
SPP
2380
Single Point Partners
Massachusetts
$364K +$364K +1,655 New
HIA
2381
HTG Investment Advisors
Connecticut
$364K -$10.1K -46 -3%
RP
2382
Rice Partnership
Hawaii
$363K -$14.3K -65 -4%
TWM
2383
Trinity Wealth Management
Pennsylvania
$362K +$879 +4 +0.2%
VFPW
2384
Vantage Financial Partners (Wisconsin)
Wisconsin
$362K -$3.3K -15 -0.9%
IWM
2385
Integris Wealth Management
California
$361K -$21.3K -97 -6%
NSB
2386
Norway Savings Bank
Maine
$361K -$4.18K -19 -1%
BAM
2387
Boyar Asset Management
New York
$361K
CCA
2388
Cottonwood Capital Advisors
Utah
$361K -$3.3K -15 -0.9%
MW
2389
Maia Wealth
Colorado
$360K +$62.1K +277 +21%
BTWM
2390
Baker Tilly Wealth Management
Wisconsin
$360K -$12.8K -58 -3%
FFA
2391
Florida Financial Advisors
Florida
$360K +$5.94K +27 +2%
ACGA
2392
Atlanta Consulting Group Advisors
Georgia
$360K -$14.7K -67 -4%
GHA
2393
GW Henssler & Associates
Georgia
$359K
SIC
2394
Sterling Investment Counsel
New York
$357K -$6.6K -30 -2%
RWS
2395
Resolute Wealth Strategies
Mississippi
$357K
LA
2396
Latitude Advisors
Florida
$356K -$6.38K -29 -2%
IP
2397
Isthmus Partners
Wisconsin
$356K +$356K +1,621 New
BFWM
2398
Bright Futures Wealth Management
New York
$356K -$2.31M -10,110 -87%
ACM
2399
Advance Capital Management
Michigan
$356K +$29K +132 +9%
CH
2400
Canton Hathaway
Rhode Island
$356K +$43.9K +200 +14%