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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
MWM
2826
Maridea Wealth Management
New York
$221K +$223K +1,003 New
JLBC
2827
J.L. Bainbridge & Co
Florida
$220K +$1.11K +5 +0.5%
CFS
2828
Cannon Financial Strategists
Georgia
$220K
CAM
2829
Cobblestone Asset Management
Virginia
$220K
EIP
2830
Easterly Investment Partners
Massachusetts
$220K
GWCM
2831
Godshalk Welsh Capital Management
Pennsylvania
$220K
KC
2832
Knuff & Co
California
$220K
PCA
2833
Private Capital Advisors
Connecticut
$220K
SWAG
2834
Spectrum Wealth Advisory Group
California
$220K
TS
2835
TradeWell Securities
Indiana
$219K +$222K +998 New
ILI
2836
Invesco LLC (Illinois)
Illinois
$219K +$6.68K +30 +3%
IWM
2837
IMG Wealth Management
Florida
$218K +$221K +992 New
RMF
2838
Red Mountain Financial
Colorado
$218K -$17.4K -78 -7%
PFA
2839
Pinnacle Family Advisors
Missouri
$217K +$8.46K +38 +4%
EIA
2840
Edgemoor Investment Advisors
Maryland
$217K
SB
2841
Sunflower Bank
Texas
$217K +$6.46K +29 +3%
TIM
2842
Total Investment Management
Arizona
$217K +$10.7K +48 +5%
OWM
2843
Orca Wealth Management
Florida
$216K +$219K +985 New
SC
2844
Schoolcraft Capital
Colorado
$216K
CFSG
2845
Community Financial Services Group
Vermont
$216K
FIBT
2846
First International Bank & Trust
North Dakota
$216K -$34.5K -155 -14%
SMF
2847
Sterling Manor Financial
New York
$216K
CA
2848
Crane Advisory
California
$216K
LWA
2849
Lowe Wealth Advisors
Maryland
$215K
PK
2850
Pflug Koory
Nebraska
$215K -$11.1K -50 -5%

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.