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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
BI
2551
Bolthouse Investments
California
$310K +$314K +1,410 New
DFP
2552
Defined Financial Planning
California
$310K +$314K +1,410 New
EWA
2553
Encompass Wealth Advisors
Oregon
$310K -$423K -1,898 -57%
ACM
2554
Ashford Capital Management
Delaware
$310K -$3.79K -17 -1%
CCM
2555
Carlson Capital Management
Minnesota
$310K +$59.5K +267 +23%
PA
2556
Pineridge Advisors
Missouri
$309K +$2.23K +10 +0.7%
SLC
2557
Second Line Capital
Louisiana
$309K
EW
2558
Enzi Wealth
Texas
$308K +$92.2K +414 +43%
AMG
2559
Asset Management Group
Connecticut
$308K +$2.23K +10 +0.7%
KFA
2560
Kelleher Financial Advisors
New York
$308K +$28.5K +128 +10%
MC
2561
Machina Capital
France
$308K -$49.2K -221 -14%
MAWCM
2562
Mine & Arao Wealth Creation & Management
California
$308K -$22.3K -100 -7%
FRM
2563
Foundation Resource Management
Arkansas
$308K
AHL
2564
Abel Hall LLC
Louisiana
$307K +$13.4K +60 +4%
BFA
2565
Beacon Financial Advisory
Ohio
$307K -$904K -4,058 -74%
SA
2566
Skyline Advisors
Washington
$307K +$223 +1 +0.1%
PWMG
2567
Private Wealth Management Group
New Jersey
$306K +$128K +573 +70%
RSWA
2568
Robinson Smith Wealth Advisors
Maine
$306K
CA
2569
Cache Advisors
California
$305K +$309K +1,387 New
GCP
2570
Gill Capital Partners
Colorado
$305K +$66.8K +300 +28%
RWM
2571
Rockline Wealth Management
New York
$305K
WAOI
2572
Wealth Advisors of Iowa
Iowa
$304K -$20.5K -92 -6%
RWM
2573
Revisor Wealth Management
Ohio
$304K -$164K -735 -35%
GMFG
2574
Greater Midwest Financial Group
Minnesota
$304K +$2.23K +10 +0.7%
LODC
2575
Lanham O'Dell & Company
West Virginia
$303K +$445 +2 +0.1%

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.