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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
GWWM
2901
Great Waters Wealth Management
Minnesota
$202K -$14.3K -64 -7%
ODIJL
2902
One Day In July LLC
Vermont
$201K +$204K +917 New
FI
2903
Financial Insights
Washington
$201K
SMH
2904
Sanders Morris Harris
Texas
$201K +$200K +900 New
RWA
2905
Roberts Wealth Advisors
California
$200K +$203K +911 New
RLH
2906
RD Lewis Holdings
Florida
$200K +$177K +794 New
WA
2907
Wambolt & Associates
Colorado
$200K -$182K -817 -47%
VCWA
2908
Vanguard Capital Wealth Advisors
Colorado
$200K
AA
2909
Acorns Advisers
California
$200K +$202K +909 New
FDP
2910
Financiere des Professionnels
Quebec, Canada
$198K
BGAI
2911
Bruce G. Allen Investments
Colorado
$190K +$4.68K +21 +2%
CTWM
2912
Cherry Tree Wealth Management
Minnesota
$188K
KWAG
2913
Kiely Wealth Advisory Group
North Carolina
$188K
SL
2914
Salomon & Ludwin
Virginia
$184K -$29.6K -133 -14%
TIAAOA
2915
Teachers Insurance & Annuity Association of America
New York
$184K
SC
2916
Stance Capital
Massachusetts
$184K +$186K +837 New
EPW
2917
Evergreen Private Wealth
Colorado
$184K
CWM
2918
Compass Wealth Management
Connecticut
$182K
PS
2919
Pinney & Scofield
Massachusetts
$181K +$184K +824 New
BG
2920
Bollard Group
Massachusetts
$176K
SAM
2921
S.A. Mason
Michigan
$175K +$22.3K +100 +14%
PGAM
2922
Princeton Global Asset Management
New Jersey
$171K +$34.1K +153 +24%
KG
2923
Kieckhefer Group
Wisconsin
$168K +$171K +766 New
WFA
2924
West Financial Advisors
Iowa
$168K +$171K +766 New
NWWA
2925
New Wave Wealth Advisors
Arkansas
$168K +$170K +763 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.