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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
PCMC
2626
Paragon Capital Management (Colorado)
Colorado
$283K +$223 +1 +0.1%
LF
2627
LifeSteps Financial
California
$283K +$445 +2 +0.2%
SSWG
2628
Seven Springs Wealth Group
Tennessee
$283K +$286K +1,286 New
LSWP
2629
Liberty Square Wealth Partners
Pennsylvania
$282K +$241K +1,081 New
WCF
2630
West Coast Financial
California
$282K -$16.9K -76 -6%
HFS
2631
Hopwood Financial Services
Virginia
$281K +$284K +1,277 New
EL
2632
EWA LLC
Pennsylvania
$280K +$22.5K +101 +9%
LGG
2633
Luts & Greenleigh Group
Maryland
$280K -$5.12K -23 -2%
MWM
2634
Melfa Wealth Management
Massachusetts
$280K
SL
2635
SWMG LLC
Texas
$280K +$1.78K +8 +0.6%
RS
2636
Retirement Solution
Washington
$280K +$45.4K +204 +19%
FPB
2637
First PREMIER Bank
South Dakota
$279K -$4.45K -20 -2%
CAM
2638
Campion Asset Management
Virginia
$279K -$445 -2 -0.2%
LGWM
2639
Litman Gregory Wealth Management
California
$279K -$118K -530 -29%
WCWM
2640
Willow Creek Wealth Management
California
$278K -$10.7K -48 -4%
GSIAS
2641
Garden State Investment Advisory Services
New Jersey
$277K +$3.12K +14 +1%
BCM
2642
Beck Capital Management
Texas
$276K +$7.79K +35 +3%
PCH
2643
PGIM Custom Harvest
New Jersey
$275K -$63.5K -285 -19%
DWG
2644
Darden Wealth Group
Michigan
$275K
BC
2645
Belmont Capital
California
$274K -$44.5K -200 -14%
NF
2646
NavPoint Financial
Minnesota
$274K
MWPCG
2647
Measured Wealth Private Client Group
New Hampshire
$274K +$278K +1,247 New
TFG
2648
Taylor Financial Group
Virginia
$274K -$6.68K -30 -2%
GWSA
2649
Global Wealth Strategies & Associates
Colorado
$274K +$25.2K +113 +10%
PF
2650
Prosperitas Financial
California
$273K +$21.2K +95 +8%

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.