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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
MKA
2601
M. Kulyk & Associates
Georgia
$291K -$58.6K -263 -17%
BAG
2602
Bridgewealth Advisory Group
California
$291K +$20K +90 +9%
WWC
2603
Waypoint Wealth Counsel
Georgia
$291K +$7.35K +33 +3%
SNB
2604
Security National Bank
Nebraska
$290K -$25.4K -114 -8%
WKSWA
2605
White Knight Strategic Wealth Advisors
New Jersey
$290K +$294K +1,320 New
EWM
2606
Executive Wealth Management
Michigan
$290K +$294K +1,319 New
LC
2607
Landaas & Company
Wisconsin
$290K +$445 +2 +0.2%
TCM
2608
Traynor Capital Management
Pennsylvania
$290K +$294K +1,319 New
FCFC
2609
First Commonwealth Financial Corp
Pennsylvania
$290K +$293K +1,317 New
SIAP
2610
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$289K -$11.1K -50 -4%
NPPM
2611
North Point Portfolio Managers
Ohio
$289K
LC
2612
Lincoln Capital
Nebraska
$288K
CW
2613
Channel Wealth
California
$288K +$5.34K +24 +2%
KWM
2614
KFG Wealth Management
Indiana
$287K -$3.79K -17 -1%
LWM
2615
LJI Wealth Management
Indiana
$287K +$47.7K +214 +20%
WCM
2616
WealthBridge Capital Management
Ohio
$286K
EC
2617
Elequin Capital
New York
$286K +$290K +1,300 New
BF
2618
Blankinship & Foster
California
$286K
FWM
2619
FSA Wealth Management
Massachusetts
$286K -$20.3K -91 -7%
AAS
2620
Annex Advisory Services
Wisconsin
$285K -$69.9K -314 -19%
HA
2621
Huntleigh Advisors
Missouri
$284K +$288K +1,294 New
VPWA
2622
Vestia Personal Wealth Advisors
Indiana
$284K +$288K +1,294 New
HIW
2623
Holos Integrated Wealth
Pennsylvania
$284K +$288K +1,293 New
HAS
2624
Holland Advisory Services
Florida
$284K +$8.24K +37 +3%
PW
2625
PUREfi Wealth
Massachusetts
$283K +$287K +1,289 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.