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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
GI
2651
GLOBALT Investments
Georgia
$271K
GDP
2652
Great Diamond Partners
Maine
$271K +$24.1K +108 +10%
TWM
2653
Triton Wealth Management
Arizona
$271K +$53K +238 +23%
AA
2654
Armis Advisers
Georgia
$271K +$275K +1,235 New
BWM
2655
Biltmore Wealth Management
Arizona
$271K +$10.2K +46 +4%
ICP
2656
Impact Capital Partners
Colorado
$271K +$275K +1,233 New
UFA
2657
US Financial Advisors
Massachusetts
$270K +$67.7K +304 +33%
BTIM
2658
BancFirst Trust & Investment Management
Oklahoma
$270K -$3.79K -17 -1%
MME
2659
Meag Munich Ergo
Germany
$269K
EWA
2660
Elevate Wealth Advisory
Georgia
$269K +$273K +1,225 New
LCM
2661
Liberty Capital Management
Michigan
$269K
IC
2662
Iconiq Capital
California
$269K +$66.8K +300 +33%
ECM
2663
Elgethun Capital Management
South Dakota
$269K +$2K +9 +0.7%
OCBCO
2664
Oversea-Chinese Banking Corp (OCBC)
Singapore
$269K -$3.1M -13,924 -92%
MA
2665
MKT Advisors
California
$267K +$58.6K +263 +28%
BSTWA
2666
Blake Schutter Theil Wealth Advisors
Ohio
$266K
JBA
2667
Johnson Bixby & Associates
Washington
$266K -$2.67K -12 -1%
BSSFA
2668
Baron Silver Stevens Financial Advisors
Florida
$265K
BHWM
2669
Beaird Harris Wealth Management
Texas
$265K +$59.5K +267 +28%
CPP
2670
Capasso Planning Partners
South Carolina
$264K -$787K -3,535 -75%
BPAMU
2671
BTG Pactual Asset Management US
New York
$264K -$289K -1,297 -52%
WC
2672
Woodstock Corp
Massachusetts
$264K
PIS
2673
POM Investment Strategies
North Carolina
$264K +$118K +531 +79%
FRA
2674
Front Row Advisors
California
$264K
SAMC
2675
Spectrum Asset Management (California)
California
$264K

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.