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IBM

2,754 hedge funds and large institutions have $95B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,192 increasing their positions, 1,005 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $2.02B

19% more repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 1,005

0.28% more ownership

Funds ownership: 59.56% → 59.84% (+0.28%)

7% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 164

2% less funds holding

Funds holding: 2,802 → 2,754 (-48)

9% less capital invested

Capital invested by funds: $104B → $95B (-$9.02B)

29% less funds holding in top 10

Funds holding in top 10: 69 → 49 (-20)

Holders
2,754
Holders Change
-48
Holders Change %
-1.71%
% of All Funds
39.77%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
153
Increased
1,192
Reduced
1,005
Closed
164
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$347M
2
UBS AM
UBS AM
Illinois
+$314M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$184M
4
Swedbank
Swedbank
Sweden
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$171M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$340M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$213M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$141M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
2701
Park Place Capital
Alabama
$23.5K – – –
CIAS
2702
CBIZ Investment Advisory Services
Ohio
$22.3K – – –
QL
2703
Quarry LP
New York
$22.1K -$11.5K -66 -34%
DPW
2704
DiNuzzo Private Wealth
Pennsylvania
$21.8K +$521 +3 +2%
DI
2705
DAGCO Inc
Ohio
$21.6K – – –
UWS
2706
Unique Wealth Strategies
Illinois
$19.9K +$18.1K +104 New
ACA
2707
American Capital Advisory
Idaho
$19K -$15.1K -87 -43%
MFG
2708
Mendota Financial Group
Wisconsin
$18.2K – – –
BAM
2709
Bellevue Asset Management
Washington
$17.6K – – –
AWM
2710
Avondale Wealth Management
Texas
$17.3K – – –
RWM
2711
Ruedi Wealth Management
Illinois
$17.3K – – –
TCPG
2712
Trivant Custom Portfolio Group
California
$17.3K – – –
TCM
2713
Tradewinds Capital Management
Washington
$17.3K +$521 +3 +3%
NMG
2714
New Millennium Group
Utah
$17.3K +$17.4K +100 New
EA
2715
Evolution Advisers
Virginia
$17K – – –
AAG
2716
Accordant Advisory Group
Maryland
$15.9K – – –
MWA
2717
MFA Wealth Advisors
Pennsylvania
$15.2K +$15.3K +88 New
FC
2718
Family CFO
California
$14K +$174 +1 +1%
HFS
2719
Horizon Financial Services
North Carolina
$13.8K – – –
WAS
2720
Winch Advisory Services
Wisconsin
$13.8K +$174 +1 +1%
AIM
2721
Arcadia Investment Management
Michigan
$13K – – –
CCMI
2722
Creative Capital Management Investments
California
$12.8K -$22.6K -130 -64%
MSFP
2723
Mark Sheptoff Financial Planning
Connecticut
$12.8K – – –
TC
2724
Tacita Capital
Ontario, Canada
$12.1K – – –
MTC
2725
Matrix Trust Company
Colorado
$12K +$6.25K +36 +106%
107 108
109
110 111

IBM Hedge Fund Activity: Q2 2024 in Review

2,754 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2024, worth a combined $95B — down 8.7% from $104B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of IBM and 153 opened new positions — a net loss of 11 holders — while 1,005 trimmed existing stakes and 1,192 added.

The largest buyer was Capital World Investors, adding an estimated $347M. The largest seller was Arrowstreet Capital, cutting an estimated $340M.

  • 2,754 institutional investors held IBM (IBM) as of Q2 2024, down from 2,802 in Q1 2024.
  • Funds reported $95B of IBM stock for Q2 2024, down 8.7% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q2 2024 and 164 closed out, a net change of -11 holders.
  • The largest IBM buyer in Q2 2024 was Capital World Investors, an estimated $347M added.
  • The largest IBM seller in Q2 2024 was Arrowstreet Capital, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2024.