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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
SWA
2801
ShankerValleau Wealth Advisors
Illinois
$228K
CTA
2802
Colonial Trust Advisors
South Carolina
$228K +$41K +184 +22%
IF
2803
IRON Financial
Illinois
$228K +$223 +1 +0.1%
RPGNY
2804
Retirement Planning Group (New York)
New York
$228K +$231K +1,035 New
FF
2805
Friday Financial
Iowa
$227K +$230K +1,032 New
FBFS
2806
First Business Financial Services
Wisconsin
$226K +$229K +1,030 New
HKIMG
2807
Hutchens & Kramer Investment Management Group
Indiana
$226K +$229K +1,029 New
MG
2808
McHugh Group
Ohio
$226K +$229K +1,029 New
DA
2809
Dillon & Associates
Michigan
$226K
NG
2810
Northstar Group
New York
$224K +$3.56K +16 +2%
CWA
2811
Consilio Wealth Advisors
Washington
$223K +$6.9K +31 +3%
SWG
2812
Summit Wealth Group
Vermont
$223K +$668 +3 +0.3%
JJBC
2813
James J. Burns & Company
New York
$223K +$226K +1,014 New
FWM
2814
Finer Wealth Management
Massachusetts
$223K -$4.01K -18 -2%
HCP
2815
Hardin Capital Partners
South Carolina
$222K
OSNBOA
2816
Old Second National Bank of Aurora
Illinois
$222K +$2.23K +10 +1%
EBSAM
2817
Eubel Brady & Suttman Asset Management
Ohio
$222K
MTWM
2818
Masso Torrence Wealth Management
New Jersey
$222K +$9.35K +42 +4%
KW
2819
Keyvantage Wealth
Pennsylvania
$222K +$225K +1,009 New
PCWA
2820
Pacific Capital Wealth Advisors
California
$222K -$1.34K -6 -0.6%
HBS
2821
Howard Bailey Securities
Indiana
$221K +$12.9K +58 +6%
PAG
2822
Private Advisory Group
Washington
$221K +$224K +1,005 New
PFA
2823
Pettinga Financial Advisors
Indiana
$221K +$891 +4 +0.4%
AM
2824
Atwater Malick
Pennsylvania
$221K -$1.56K -7 -0.7%
RWA
2825
Redhawk Wealth Advisors
Minnesota
$221K +$3.56K +16 +2%

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.