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 %
NCM
2401
Noesis Capital Mangement
Florida
$356K +$47.3K +215 +15%
WWP
2402
WR Wealth Planners
Missouri
$356K +$3.08K +14 +0.9%
SDWMA
2403
Schneider Downs Wealth Management Advisors
Pennsylvania
$355K
JSAM
2404
J. Safra Asset Management
New York
$354K +$232K +1,052 +189%
TC
2405
TAP Consulting
Missouri
$354K +$1.54K +7 +0.4%
DAM
2406
Diamant Asset Management
Connecticut
$354K
CP
2407
Castleview Partners
Texas
$354K +$18.9K +86 +6%
FPWM
2408
FSB Premier Wealth Management
Iowa
$353K
CFG
2409
Carr Financial Group
Massachusetts
$353K -$10.3K -47 -3%
PMG
2410
ProVise Management Group
Florida
$352K -$371K -1,689 -51%
BWA
2411
Bordeaux Wealth Advisors
California
$352K -$34.7K -158 -9%
BIA
2412
Beacon Investment Advisors
Maryland
$351K +$880 +4 +0.3%
CTC (Chicago Trading Company)
2413
CTC (Chicago Trading Company)
Illinois
$351K -$907K -4,127 -72%
AWM
2414
Aprio Wealth Management
Georgia
$351K +$22.2K +101 +7%
BFA
2415
Bright Financial Advisors
Michigan
$350K -$26.4K -120 -7%
BWA
2416
Blodgett Wealth Advisors
California
$350K -$5.5K -25 -2%
MTC
2417
Matrix Trust Company
Colorado
$350K +$287K +1,306 +458%
PCI
2418
Planning Center Inc
Illinois
$349K -$8.36K -38 -2%
BFW
2419
Brady Family Wealth
Missouri
$348K
RMAM
2420
Raab & Moskowitz Asset Management
New Jersey
$348K -$9.01K -41 -3%
IPWA
2421
International Private Wealth Advisors
California
$348K -$3.74K -17 -1%
ISFAN
2422
Investor's Fiduciary Advisor Network
Washington
$348K +$348K +1,583 New
BFAG
2423
Blackston Financial Advisory Group
Florida
$347K -$220 -1 -0.1%
FFA
2424
Fragasso Financial Advisors
Pennsylvania
$347K +$11.4K +52 +3%
PRI
2425
Prepared Retirement Institute
Pennsylvania
$347K +$879 +4 +0.3%