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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
SWM
2476
Scissortail Wealth Management
Oklahoma
$336K +$338K +1,519 +18,988%
LSA
2477
Lansing Street Advisors
Pennsylvania
$336K +$5.57K +25 +2%
BA
2478
Baugh & Associates
Georgia
$336K
FCG
2479
Fielder Capital Group
Tennessee
$335K +$58.1K +261 +21%
ALC
2480
Alexander Labrunerie & Co
Missouri
$335K +$2.23K +10 +0.7%
EFG
2481
Embree Financial Group
Illinois
$335K -$16K -72 -5%
OWP
2482
Obermeyer Wealth Partners
Colorado
$335K +$99.3K +446 +41%
MIM
2483
Macroview Investment Management
Maryland
$335K
WPA
2484
West Paces Advisors
Georgia
$334K
ACM
2485
Armbruster Capital Management
New York
$334K +$72.4K +325 +27%
MFWP
2486
Mosaic Family Wealth Partners
Missouri
$334K +$1.34K +6 +0.4%
MWA
2487
Monograph Wealth Advisors
California
$333K -$312K -1,402 -48%
PFG
2488
Prosperity Financial Group
California
$332K +$5.57K +25 +2%
JWM
2489
Jacksonville Wealth Management
Florida
$332K +$336K +1,510 New
KBFS
2490
Kohmann Bosshard Financial Services
Ohio
$332K +$1.78K +8 +0.5%
HAS
2491
Horizon Advisory Services
New York
$332K
KBG
2492
Kahn Brothers Group
New York
$331K
ARG
2493
Advisory Resource Group
Oklahoma
$331K +$4.01K +18 +1%
MWA
2494
Motive Wealth Advisors
Michigan
$331K -$12K -54 -3%
PSP
2495
Pacific Sage Partners
Washington
$330K
SFMG
2496
Sage Financial Management Group
Virginia
$330K
FFA
2497
Fortune Financial Advisors
Kansas
$330K
GWA
2498
Gibson Wealth Advisors
Texas
$330K
IR
2499
IAT Reinsurance
New York
$330K
LAM
2500
Lountzis Asset Management
Pennsylvania
$330K

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.