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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
NEPPG
2726
New England Professional Planning Group
Rhode Island
$248K
GFM
2727
GF Fund Management
China
$248K +$251K +1,129 New
GAM
2728
Gould Asset Management
California
$248K +$37.6K +169 +18%
NC
2729
NBW Capital
Massachusetts
$248K -$92K -413 -27%
TWPM
2730
Total Wealth Planning & Management
Florida
$248K +$251K +1,127 New
MAA
2731
Matrix Asset Advisors
New York
$247K +$445 +2 +0.2%
BWM
2732
BCS Wealth Management
Tennessee
$247K +$250K +1,124 New
CWM
2733
Centurion Wealth Management
Virginia
$247K
TI
2734
Truepoint Inc
Ohio
$247K -$44.1K -198 -15%
SIC
2735
Shoker Investment Counsel
Ohio
$247K +$1.34K +6 +0.5%
TA
2736
TFB Advisors
Kansas
$247K +$45.4K +204 +22%
NL
2737
Navalign LLC
California
$246K
RF
2738
Rossby Financial
Florida
$246K +$249K +1,119 New
MPI
2739
Mairs & Power Inc
Minnesota
$246K +$22.3K +100 +10%
RFP
2740
Root Financial Partners
California
$245K +$249K +1,116 New
BRWM
2741
Blue Rock Wealth Management
North Carolina
$245K +$251K +1,126 New
SWC
2742
Spectrum Wealth Counsel
Indiana
$244K -$53.5K -240 -18%
OKSA
2743
O'Keefe Stevens Advisory
New York
$244K -$5.57K -25 -2%
FFC
2744
First Financial Corp
Indiana
$243K +$44.8K +201 +22%
MWM
2745
Mittelman Wealth Management
Massachusetts
$243K -$40.5K -182 -14%
AG
2746
AmeriFlex Group
Nevada
$243K +$211K +948 New
CPG
2747
Cornerstone Planning Group
New Jersey
$242K +$133K +599 +124%
CWA
2748
Canvas Wealth Advisors
Kansas
$242K +$39.4K +177 +19%
DA
2749
Dash Acquisitions
California
$242K
SPWM
2750
Schrum Private Wealth Management
Florida
$242K -$293K -1,316 -54%

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.