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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
SMF
2851
Sterling Manor Financial
New York
– -$264K -1,381 Closed
LFS
2852
Legacy Financial Strategies
Kansas
– -$255K -1,337 Closed
DWA
2853
Delap Wealth Advisory
Oregon
– -$250K -1,309 Closed
ACA
2854
Aspire Capital Advisors
Washington
– -$244K -1,277 Closed
CCM
2855
Chickasaw Capital Management
Tennessee
– -$243K -1,271 Closed
MA
2856
Mezzasalma Advisors
New Jersey
– -$240K -1,255 Closed
ITB
2857
Idaho Trust Bank
Idaho
– -$239K -1,254 Closed
CAMV
2858
Concord Asset Management (Virginia)
Virginia
– -$239K -1,249 Closed
FIBT
2859
First International Bank & Trust
North Dakota
– -$235K -1,229 Closed
CPRC
2860
Consolidated Portfolio Review Corp
New York
– -$234K -1,226 Closed
PFA
2861
Pinnacle Family Advisors
Missouri
– -$234K -1,224 Closed
FA
2862
FDx Advisors
Illinois
– -$231K -1,209 Closed
KFG
2863
Kingdom Financial Group
Arizona
– -$229K -1,198 Closed
RCM
2864
Rain Capital Management
Oregon
– -$227K -1,190 Closed
BWM
2865
BCS Wealth Management
Tennessee
– -$227K -1,188 Closed
GWWM
2866
Great Waters Wealth Management
Minnesota
– -$227K -1,187 Closed
MYLI
2867
Meiji Yasuda Life Insurance
Japan
– -$226K -1,181 Closed
BCM
2868
Brown Capital Management
Maryland
– -$224K -1,175 Closed
SIG
2869
Spinnaker Investment Group
California
– -$224K -1,172 Closed
DWG
2870
Darden Wealth Group
Michigan
– -$223K -1,170 Closed
ZIMP
2871
Zimmermann Investment Management & Planning
Pennsylvania
– -$221K -1,158 Closed
DA
2872
Dillon & Associates
Michigan
– -$220K -1,152 Closed
NCMW
2873
Northern Capital Management (Washington)
Washington
– -$220K -1,151 Closed
BLAM
2874
Bourne Lent Asset Management
New York
– -$220K -1,150 Closed
EGWAG
2875
Elwood & Goetz Wealth Advisory Group
Georgia
– -$220K -1,150 Closed
113 114
115
116 117

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.