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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
NSCM
2501
New South Capital Management
Tennessee
$330K
SLG
2502
Stanley-Laman Group
Pennsylvania
$330K
SCM
2503
Sollinda Capital Management
Florida
$330K +$31K +139 +10%
SP
2504
Stonebrook Private
Michigan
$329K +$16K +72 +5%
DWM
2505
Dechtman Wealth Management
Colorado
$329K +$891 +4 +0.3%
HR
2506
Hardy Reed
Mississippi
$329K +$51.4K +231 +18%
IIA
2507
Integral Investment Advisors
California
$328K -$9.8K -44 -3%
AIM
2508
Advyzon Investment Management
Illinois
$328K +$333K +1,493 New
SFCL
2509
Strengthening Families & Communities LLC
Massachusetts
$328K -$4.19M -18,810 -93%
CWP
2510
Concord Wealth Partners
Virginia
$328K +$7.57K +34 +2%
TFIPS
2511
Towarzystwo Funduszy Inwestycyjnych PZU SA
$328K +$11.1K +50 +3%
GPA
2512
Guerra Pan Advisors
New Jersey
$327K
CA
2513
Cambridge Advisors
Nebraska
$326K
NCM
2514
Nelson Capital Management
California
$326K +$1.34K +6 +0.4%
SCP
2515
Sivia Capital Partners
California
$325K +$4.23K +19 +1%
TAM
2516
Townsend Asset Management
North Carolina
$324K +$13.6K +61 +4%
DA
2517
Detalus Advisors
Missouri
$324K -$743K -3,338 -69%
NA
2518
Nottingham Advisors
New York
$324K +$32.3K +145 +11%
FA
2519
FSA Advisors
Michigan
$324K +$328K +1,473 New
FA
2520
Fountainhead AM
New Jersey
$322K +$97.5K +438 +43%
FWA
2521
FSC Wealth Advisors
New York
$321K -$22.3K -100 -6%
MHC
2522
May Hill Capital
Massachusetts
$321K +$325K +1,460 New
BMO
2523
Beck Mack & Oliver
New York
$321K +$223 +1 +0.1%
CWS
2524
Cypress Wealth Services
California
$321K -$2K -9 -0.6%
CWC
2525
Carolinas Wealth Consulting
North Carolina
$320K -$236K -1,058 -42%

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.