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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
CGFA
2701
Colton Groome Financial Advisors
North Carolina
$255K
CFCI
2702
Comprehensive Financial Consultants Institutional
Indiana
$255K +$223 +1 +0.1%
SFPG
2703
Stonebridge Financial Planning Group
Florida
$255K +$258K +1,159 New
LWM
2704
Level Wealth Management
North Carolina
$254K +$258K +1,157 New
KWM
2705
Keebeck Wealth Management
Illinois
$254K +$30.1K +135 +13%
NCMW
2706
Northern Capital Management (Washington)
Washington
$254K -$41.2K -185 -14%
C
2707
Covestor
United Kingdom
$254K -$27.2K -122 -10%
FWM
2708
Fingerlakes Wealth Management
New York
$254K -$30.5K -137 -11%
KL
2709
KilterHowling LLC
Colorado
$253K
FCMT
2710
Founders Capital Management (Texas)
Texas
$253K
PSFG
2711
Prairie Sky Financial Group
Illinois
$253K
BLAM
2712
Bourne Lent Asset Management
New York
$253K
SFS
2713
Searcy Financial Services
Kansas
$252K
HWM
2714
Hohimer Wealth Management
Washington
$252K +$16.3K +73 +7%
FFB
2715
First Financial Bankshares
Texas
$252K +$255K +1,145 New
MPPW
2716
Mitchell & Pahl Private Wealth
Oklahoma
$251K -$7.57K -34 -3%
ICM
2717
Intrepid Capital Management
Florida
$251K
VC
2718
Vestor Capital
Illinois
$251K +$891 +4 +0.4%
CAS
2719
Coppell Advisory Solutions
Texas
$250K -$22.5K -101 -8%
Loomis, Sayles & Company
2720
Loomis, Sayles & Company
Massachusetts
$250K -$61.2K -275 -19%
PIA
2721
Pinion Investment Advisors
Kansas
$250K +$891 +4 +0.4%
CTC
2722
Cetera Trust Company
Minnesota
$249K
BW
2723
Blalock Williams
Alabama
$249K +$252K +1,132 New
GFM
2724
GEN Financial Management
Minnesota
$249K +$252K +1,131 New
RGF
2725
Retirement Guys Formula
Ohio
$249K -$7.79K -35 -3%

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.