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IBM
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
LSA
2776
L & S Advisors
California
– -$6.24M -32,661 Closed
NL
2777
NWAM LLC
Washington
– -$4.78M -28,196 Closed
CA
2778
CoreCap Advisors
Michigan
– -$5.31M -27,821 Closed
MIC
2779
Maxi Investments CY
Cyprus
– -$5.12M -26,805 Closed
BL
2780
BCWM LLC
Kansas
– -$4.83M -25,289 Closed
GCM
2781
Genus Capital Management
British Columbia, Canada
– -$4.07M -23,400 Closed
SPW
2782
Surience Private Wealth
Washington
– -$3.91M -20,497 Closed
IMC Chicago
2783
IMC Chicago
Illinois
– -$3.14M -18,065 Closed
AWC
2784
Abundance Wealth Counselors
Pennsylvania
– -$3.43M -17,967 Closed
HT
2785
HAP Trading
New York
– -$3.04M -17,524 Closed
QAM
2786
Q3 Asset Management
Michigan
– -$3.15M -16,518 Closed
BWS
2787
Buck Wealth Strategies
Colorado
– -$3.13M -16,375 Closed
GAA
2788
Global Assets Advisory
Florida
– -$83K -15,848 Closed
MAV
2789
Mason & Associates (Virginia)
Virginia
– -$2.64M -13,829 Closed
BL
2790
Balentine LLC
Georgia
– -$2.51M -13,136 Closed
WI
2791
WBI Investments
New Jersey
– -$1.87M -9,791 Closed
SNBOSD
2792
Security National Bank of So Dak
Iowa
– -$1.75M -9,180 Closed
HWM
2793
Hohimer Wealth Management
Washington
– -$1.71M -8,929 Closed
WA
2794
Wealthstar Advisors
Texas
– -$1.61M -8,441 Closed
CIC
2795
Cornercap Investment Counsel
Georgia
– -$1.47M -7,694 Closed
CM
2796
Caption Management
Oklahoma
– -$1.43M -7,500 Closed
DFG
2797
Delta Financial Group
New Jersey
– -$1.4M -7,307 Closed
FGI
2798
Foresight Global Investors
New York
– -$1.26M -6,575 Closed
LAS
2799
Lloyd Advisory Services
Georgia
– -$1.23M -6,420 Closed
I
2800
InceptionR
California
– -$1.09M -5,713 Closed
110 111
112
113 114

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.