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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
PPP
2801
Private Portfolio Partners
New Jersey
– -$1.04M -5,465 Closed
GAM
2802
Grandview Asset Management
Pennsylvania
– -$1.03M -5,419 Closed
CWM
2803
Campbell Wealth Management
Virginia
– -$954K -4,994 Closed
FCIM
2804
Fairview Capital Investment Management
California
– -$941K -4,928 Closed
RWA
2805
Redhawk Wealth Advisors
Minnesota
– -$936K -4,900 Closed
LCWP
2806
Legacy Capital Wealth Partners
Arkansas
– -$548K -4,359 Closed
CIC
2807
Chase Investment Counsel
Virginia
– -$804K -4,212 Closed
LWA
2808
Lantern Wealth Advisors
New York
– -$788K -4,126 Closed
OFS
2809
OneAscent Financial Services
Alabama
– -$755K -3,955 Closed
VIA
2810
Virtus Investment Advisers
Connecticut
– -$745K -3,899 Closed
ARC
2811
Advisor Resource Council
Texas
– -$614K -3,739 Closed
JWWM
2812
Johnson & White Wealth Management
Pennsylvania
– -$701K -3,670 Closed
FFB
2813
First Financial Bankshares
Texas
– -$699K -3,659 Closed
HFRG
2814
Houlihan Financial Resource Group
Virginia
– -$683K -3,576 Closed
SAM
2815
Selway Asset Management
– -$678K -3,550 Closed
AGA
2816
Accuvest Global Advisors
Utah
– -$677K -3,544 Closed
EMAM
2817
Encompass More Asset Management
California
– -$655K -3,431 Closed
FFP
2818
FourThought Financial Partners
Florida
– -$644K -3,370 Closed
CVA
2819
Central Valley Advisors
California
– -$587K -3,077 Closed
PWM
2820
Provident Wealth Management
Tennessee
– -$531K -2,783 Closed
ACM
2821
Ategra Capital Management
Virginia
– -$529K -2,768 Closed
EW
2822
Evoke Wealth
California
– -$524K -2,746 Closed
WWS
2823
Wellington Wealth Strategies
Indiana
– -$492K -2,576 Closed
SAW
2824
Signal Advisors Wealth
Michigan
– -$488K -2,557 Closed
FWM
2825
Finer Wealth Management
Massachusetts
– -$483K -2,529 Closed
111 112
113
114 115

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.