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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
MIA
2526
MeadowBrook Investment Advisors
Michigan
$319K -$3.34K -15 -1%
EFL
2527
ERn Financial LLC
Wisconsin
$318K -$36.1K -162 -10%
SSW
2528
Stone Summit Wealth
Florida
$318K +$56.3K +253 +21%
AWG
2529
Altus Wealth Group
Colorado
$317K +$41K +184 +15%
NWA
2530
New World Advisors
Massachusetts
$317K
FMTCOCP
2531
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$317K
HWA
2532
HHM Wealth Advisors
Tennessee
$317K +$57.5K +258 +22%
BOM
2533
Bank of Marin
California
$317K
SIC
2534
SJS Investment Consulting
Ohio
$316K -$2.23K -10 -0.7%
PCM
2535
Palisade Capital Management
New Jersey
$316K -$17.8K -80 -5%
PWA
2536
Primoris Wealth Advisors
Florida
$316K
BTWM
2537
Brass Tax Wealth Management
Ohio
$315K -$4.23K -19 -1%
TAM
2538
Titleist Asset Management
Texas
$315K +$9.58K +43 +3%
PCM
2539
Polymer Capital Management
New York
$315K +$319K +1,431 New
WI
2540
WBI Investments
New Jersey
$314K -$1.65M -7,402 -84%
EA
2541
Everpar Advisors
Oklahoma
$313K -$5.79K -26 -2%
EGWAG
2542
Elwood & Goetz Wealth Advisory Group
Georgia
$313K +$15.4K +69 +5%
AFM
2543
Abbot Financial Management
Massachusetts
$312K
JWM
2544
JGP Wealth Management
Oregon
$312K +$12.2K +55 +4%
RRCM
2545
Rappaport Reiches Capital Management
Illinois
$312K -$18.7K -84 -6%
AFM
2546
Aspetuck Financial Management
Connecticut
$311K +$316K +1,417 New
GKWIM
2547
Gerber Kawasaki Wealth & Investment Management
California
$311K +$14.9K +67 +5%
FFG
2548
Frisch Financial Group
New York
$311K -$9.35K -42 -3%
EI
2549
Ellevest Inc
New York
$311K +$7.35K +33 +2%
SF
2550
Safeguard Financial
Wisconsin
$310K +$314K +1,411 New

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.