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3,139 hedge funds and large institutions have $127B invested in IBM in 2024 Q4 according to their latest regulatory filings, with 375 funds opening new positions, 1,176 increasing their positions, 1,163 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 375 | Existing positions closed: 110

49% more call options, than puts

Call options by funds: $4.83B | Put options by funds: $3.24B

7% more funds holding

Funds holding: 2,9323,139 (+207)

2% more capital invested

Capital invested by funds: $125B → $127B (+$2.55B)

1% more repeat investments, than reductions

Existing positions increased: 1,176 | Existing positions reduced: 1,163

0.65% more ownership

Funds ownership: 61.5%62.15% (+0.65%)

3% less funds holding in top 10

Funds holding in top 10: 8784 (-3)

Holders
3,139
Holders Change
+207
Holders Change %
+7.06%
% of All Funds
41.34%
Holding in Top 10
84
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.45%
% of All Funds
1.11%
New
375
Increased
1,176
Reduced
1,163
Closed
110
Calls
$4.83B
Puts
$3.24B
Net Calls
+$1.59B
Net Calls Change
+$175M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
226
Yousif Capital Management
Michigan
$37.1M -$1.35M -6,041 -3%
AP
227
Americana Partners
Texas
$37.1M +$22.6M +101,259 +150%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$35.8M -$1.14M -5,105 -3%
Focus Partners Wealth
229
Focus Partners Wealth
Massachusetts
$35.3M -$33.1M -148,605 -48%
GT
230
Glenview Trust
Kentucky
$34.8M +$346K +1,554 +1%
RPI
231
Railway Pension Investments
United Kingdom
$34.7M -$1.65M -7,400 -4%
CB
232
Commerce Bank
Missouri
$34.5M -$656K -2,945 -2%
PA
233
Pinnacle Associates
New York
$34M +$5.25M +23,589 +18%
OAM
234
Oppenheimer Asset Management
New York
$33.8M -$720K -3,234 -2%
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$33.6M -$21.2K -95 -0.1%
URS
236
Utah Retirement Systems
Utah
$33.5M +$89.1K +400 +0.3%
QCM
237
QRG Capital Management
Illinois
$33.1M +$2.33M +10,467 +7%
NCM
238
Nearwater Capital Markets
Ireland
$33M +$33.4M +150,000 New
HNB
239
Huntington National Bank
Ohio
$32.6M +$26.3K +118 +0.1%
CAM
240
Cresset Asset Management
Illinois
$32.4M -$9.08M -40,754 -22%
AHB
241
Abner Herrman & Brock
New Jersey
$32.1M +$312K +1,399 +1%
PTC
242
Philadelphia Trust Company
Pennsylvania
$31.5M -$971K -4,359 -3%
VMPIC
243
Varma Mutual Pension Insurance Co
Finland
$31.5M -$1.63M -7,300 -5%
CA
244
CapWealth Advisors
Tennessee
$31.2M -$1.69M -7,580 -5%
CGH
245
Crossmark Global Holdings
Texas
$30.9M -$1.76M -7,922 -5%
FWCM
246
Ferguson Wellman Capital Management
Oregon
$30.9M -$1.08M -4,831 -3%
Lazard Asset Management
247
Lazard Asset Management
New York
$30.8M -$6.41M -28,780 -17%
IIM
248
INTECH Investment Management
Florida
$30.7M -$22.1M -99,414 -42%
DMC
249
Drexel Morgan & Co
Pennsylvania
$30.7M
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$30.3M +$2.49M +11,196 +9%

IBM Hedge Fund Activity: Q4 2024 in Review

3,139 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2024, worth a combined $127B — up 2% from $125B a quarter earlier.

Buyers outnumbered sellers: 375 funds opened new IBM positions and 110 closed out — a net gain of 265 holders — while 1,176 added to existing stakes and 1,163 trimmed.

The largest buyer was Capital World Investors, adding an estimated $2.15B. The largest seller was International Assets Investment Management, cutting an estimated $603M.

  • 3,139 institutional investors held IBM (IBM) as of Q4 2024, up from 2,932 in Q3 2024.
  • Funds reported $127B of IBM stock for Q4 2024, up 2% quarter-over-quarter.
  • 375 funds opened new IBM positions in Q4 2024 and 110 closed out, a net change of +265 holders.
  • The largest IBM buyer in Q4 2024 was Capital World Investors, an estimated $2.15B added.
  • The largest IBM seller in Q4 2024 was International Assets Investment Management, an estimated $603M sold.

Based on aggregated 13F filings for Q4 2024.