We are live on ! Find out more

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
SCI
2676
Silver Coast Investments
United States
$263K -$29.2K -131 -10%
GWP
2677
Gateway Wealth Partners
Wisconsin
$263K -$31.8K -143 -11%
VBFG
2678
Vishria Bird Financial Group
Tennessee
$262K
BWP
2679
Bernardo Wealth Planning
Pennsylvania
$262K +$6.24K +28 +2%
SPW
2680
Sonoma Private Wealth
California
$262K -$55.2K -248 -17%
DFG
2681
Dupree Financial Group
Kentucky
$261K +$4.9K +22 +2%
WFA
2682
Wade Financial Advisory
California
$261K -$6.68K -30 -2%
PFA
2683
Professional Financial Advisors
Nebraska
$261K +$1.56K +7 +0.6%
CCT
2684
Chemung Canal Trust
New York
$260K
DWM
2685
DecisionMap Wealth Management
Virginia
$260K +$263K +1,181 New
TC
2686
TAGStone Capital
North Carolina
$259K +$6.68K +30 +3%
BWFA
2687
Baltimore-Washington Financial Advisors
Maryland
$259K +$262K +1,176 New
SFA
2688
Semmax Financial Advisors
North Carolina
$258K -$6.46K -29 -3%
LC
2689
Lavaca Capital
Texas
$258K +$40.5K +182 +18%
WAM
2690
Walker Asset Management
Missouri
$258K +$445 +2 +0.2%
MAS
2691
MPWM Advisory Solutions
Georgia
$258K +$262K +1,175 New
TAM
2692
Tucker Asset Management
Colorado
$258K -$25.6K -115 -9%
DWMS
2693
Dominguez Wealth Management Solutions
Virginia
$257K +$1.11K +5 +0.4%
EE
2694
EWG Elevate
California
$257K
CCAM
2695
Cascades Capital Asset Management
North Carolina
$256K +$445 +2 +0.2%
WA
2696
WESPAC Advisors
California
$256K -$36.1K -162 -12%
CIG
2697
CHB Investment Group
Pennsylvania
$256K
RW
2698
RVW Wealth
California
$256K +$33.9K +152 +15%
MWM
2699
MGB Wealth Management
Texas
$256K +$27.2K +122 +12%
CFP
2700
Cypress Financial Planning
New Jersey
$256K +$2.45K +11 +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.