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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
LFM
2776
LGT Fund Management
Liechtenstein
$234K -$347K -1,558 -59%
TCBWMS
2777
Texas Capital Bank Wealth Management Services
Texas
$233K -$318K -1,427 -57%
GWA
2778
Gutierrez Wealth Advisory
Arkansas
$232K +$235K +1,057 New
AT
2779
Avalon Trust
New Mexico
$232K
BBW
2780
Blue Barn Wealth
Utah
$231K +$12.2K +55 +6%
AWP
2781
Atlas Wealth Partners
Pennsylvania
$231K
BEW
2782
Burton Enright Welch
California
$231K +$22.3K +100 +11%
VFG
2783
V2 Financial group
Illinois
$231K
BBA
2784
Braun-Bostich & Associates
Pennsylvania
$231K -$11.8K -53 -5%
CA
2785
Clune & Associates
Illinois
$230K +$233K +1,048 New
SEM
2786
Strategic Equity Management
Arizona
$230K +$233K +1,047 New
WWM
2787
WT Wealth Management
Arizona
$230K +$233K +1,047 New
ACM
2788
Ascent Capital Management
Oregon
$230K +$233K +1,045 New
WDL
2789
Well Done LLC
Michigan
$230K
LAM
2790
Longboard Asset Management
Arizona
$230K +$233K +1,044 New
GA
2791
Gordian Advisors
Arizona
$229K +$668 +3 +0.3%
VFG
2792
Victory Financial Group
Texas
$229K +$232K +1,043 New
ICM
2793
IMS Capital Management
Oregon
$229K
SCM
2794
Sunbeam Capital Management
Georgia
$229K +$232K +1,042 New
AFG
2795
Altiora Financial Group
Ohio
$229K +$2K +9 +0.9%
ACA
2796
Aspire Capital Advisors
Washington
$229K -$10.5K -47 -4%
ZB
2797
Zions Bancorporation
Utah
$228K -$496K -2,229 -68%
CNWM
2798
Clay Northam Wealth Management
California
$228K -$16.7K -75 -7%
LFP
2799
Lakeshore Financial Planning
Michigan
$228K +$223 +1 +0.1%
HA
2800
Helium Advisors
Washington
$228K +$231K +1,036 New

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.