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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
FWM
2876
FSR Wealth Management
Illinois
$207K +$210K +944 New
LTI
2877
Laffer Tengler Investments
Tennessee
$207K -$3.56K -16 -2%
DA
2878
Doliver Advisors
Texas
$207K
FFWA
2879
FRG Family Wealth Advisors
Washington
$207K -$5.79K -26 -3%
LGW
2880
Leslie Global Wealth
Illinois
$207K +$6.01K +27 +3%
KFG
2881
Kingdom Financial Group
Arizona
$207K -$15.6K -70 -7%
ACMA
2882
Arbor Capital Management (Alaska)
Alaska
$207K -$7.79K -35 -4%
S
2883
SharpePoint
Arizona
$207K +$210K +941 New
CMAI
2884
Capital Management Associates Inc
Minnesota
$207K
IHWM
2885
Iron Horse Wealth Management
Iowa
$207K -$6.68K -30 -3%
MAV
2886
Mason & Associates (Virginia)
Virginia
$206K
WAM
2887
Weinberger Asset Management
California
$206K
TDC
2888
Thompson Davis & Co
Virginia
$206K -$21.6K -97 -9%
HCM
2889
Hollencrest Capital Management
California
$206K -$1.34K -6 -0.6%
OWM
2890
Opes Wealth Management
California
$205K
ACC
2891
Acorn Creek Capital
Colorado
$205K +$5.34K +24 +3%
TLA
2892
Tanglewood Legacy Advisors
Texas
$204K
WWM
2893
Waterway Wealth Management
Texas
$204K +$668 +3 +0.3%
LAS
2894
Lloyd Advisory Services
Georgia
$204K -$17.1K -77 -8%
MWM
2895
Mascoma Wealth Management
New Hampshire
$204K +$21.4K +96 +12%
PCM
2896
Pennsylvania Capital Management
Pennsylvania
$204K +$206K +926 New
AF
2897
Apollon Financial
South Carolina
$204K +$2.67K +12 +1%
LFS
2898
Legacy Financial Strategies
Kansas
$203K -$25.6K -115 -11%
WIM
2899
Westside Investment Management
California
$202K
CWM
2900
Cherrydale Wealth Management
New Jersey
$202K +$3.12K +14 +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.