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 %
SA
2451
Sovran Advisors
California
$338K +$338K +1,551 New
FNA
2452
First National Advisers
Nebraska
$337K -$3.3K -15 -1%
WIC
2453
Willis Investment Counsel
Georgia
$336K +$659 +3 +0.2%
SWM
2454
Scissortail Wealth Management
Oklahoma
$336K +$334K +1,519 +18,988%
LSA
2455
Lansing Street Advisors
Pennsylvania
$336K +$5.5K +25 +2%
BA
2456
Baugh & Associates
Georgia
$336K
FCG
2457
Fielder Capital Group
Tennessee
$335K +$57.4K +261 +21%
ALC
2458
Alexander Labrunerie & Co
Missouri
$335K +$2.2K +10 +0.7%
EFG
2459
Embree Financial Group
Illinois
$335K -$15.8K -72 -5%
OWP
2460
Obermeyer Wealth Partners
Colorado
$335K +$98.1K +446 +41%
MIM
2461
Macroview Investment Management
Maryland
$335K
WPA
2462
West Paces Advisors
Georgia
$334K
ACM
2463
Armbruster Capital Management
New York
$334K +$71.4K +325 +27%
MFWP
2464
Mosaic Family Wealth Partners
Missouri
$334K +$1.32K +6 +0.4%
MWA
2465
Monograph Wealth Advisors
California
$333K -$308K -1,402 -48%
PFG
2466
Prosperity Financial Group
California
$332K +$5.5K +25 +2%
JWM
2467
Jacksonville Wealth Management
Florida
$332K +$332K +1,510 New
KBFS
2468
Kohmann Bosshard Financial Services
Ohio
$332K +$1.76K +8 +0.5%
HAS
2469
Horizon Advisory Services
New York
$332K
KBG
2470
Kahn Brothers Group
New York
$331K
ARG
2471
Advisory Resource Group
Oklahoma
$331K +$3.96K +18 +1%
MWA
2472
Motive Wealth Advisors
Michigan
$331K -$11.9K -54 -3%
PSP
2473
Pacific Sage Partners
Washington
$330K
SFMG
2474
Sage Financial Management Group
Virginia
$330K
IR
2475
IAT Reinsurance
New York
$330K