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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
AF
2851
AtlasMark Financial
Texas
$215K
CIS
2852
Connors Investor Services
Pennsylvania
$215K
EWM
2853
Evermay Wealth Management
Virginia
$215K
TC
2854
Trilogy Capital
California
$214K +$12.2K +55 +6%
PFA
2855
Pathway Financial Advisors
Vermont
$214K +$217K +973 New
TWA
2856
Talisman Wealth Advisors
New Jersey
$214K
S
2857
Sunpointe
Missouri
$213K -$16.3K -73 -7%
PD
2858
Planning Directions
Pennsylvania
$213K +$1.34K +6 +0.6%
KA
2859
Kozak & Associates
Colorado
$213K +$1.34K +6 +0.6%
GCM
2860
Gallacher Capital Management
Colorado
$213K -$71.5K -321 -25%
GWM
2861
Greenhouse Wealth Management
Connecticut
$213K +$216K +969 New
FFL
2862
Financial Freedom LLC
Ohio
$212K +$1.34K +6 +0.6%
RMC
2863
Ring Mountain Capital
California
$211K +$214K +959 New
CSPIA
2864
Cary Street Partners Investment Advisory
Virginia
$211K -$6.33M -28,408 -97%
RCG
2865
Regatta Capital Group
California
$210K -$1.78K -8 -0.8%
FFG
2866
First Financial Group
North Carolina
$210K +$213K +955 New
YDMI
2867
Y.D. More Investments
Israel
$209K +$668 +3 +0.3%
TCM
2868
Tradewinds Capital Management
Washington
$209K +$190K +853 +853%
NI
2869
NCP Inc
California
$209K -$22.3K -100 -10%
CIA
2870
Cascade Investment Advisors
Oregon
$209K
LK
2871
Lumbard & Kellner
New Hampshire
$209K
BH
2872
Burk Holdings
Oklahoma
$209K +$212K +950 New
TW
2873
Traveka Wealth
California
$209K +$211K +949 New
SFP
2874
Shepherd Financial Partners
Massachusetts
$208K +$211K +947 New
MCWS
2875
McKinley Carter Wealth Services
West Virginia
$208K +$210K +945 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.