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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
MAM
2926
Marquette Asset Management
Minnesota
$168K -$19.4K -87 -10%
JFGIW
2927
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$167K +$20K +90 +16%
FFA
2928
Fairfield Financial Advisors
Massachusetts
$164K -$1.34K -6 -0.8%
HNW
2929
High Note Wealth
Minnesota
$163K +$165K +743 New
FFA
2930
Frazier Financial Advisors
Ohio
$161K
RS
2931
Rakuten Securities
Japan
$161K +$35.2K +158 +28%
CCA
2932
Catalyst Capital Advisors
New York
$160K -$150K -672 -48%
SWM
2933
Sanctuary Wealth Management
Idaho
$157K +$12.2K +55 +8%
BL
2934
BFSG LLC
California
$154K -$41.2K -185 -21%
GCM
2935
GKV Capital Management
California
$154K +$156K +700 New
WA
2936
WPG Advisers
Maryland
$153K +$155K +694 New
FMP
2937
Financial Management Professionals
Texas
$151K +$7.79K +35 +5%
CSWM
2938
Cassady Schiller Wealth Management
Ohio
$148K +$10.5K +47 +7%
AWM
2939
Abound Wealth Management
Tennessee
$148K +$4.68K +21 +3%
VCM
2940
Versant Capital Management
Arizona
$141K +$68.6K +308 +92%
SPF
2941
South Plains Financial
Texas
$138K +$140K +627 New
MDA
2942
Minot DeBlois Advisors
Massachusetts
$137K +$139K +625 New
FCT
2943
First Community Trust
Iowa
$136K
CCM
2944
Cutler Capital Management
Massachusetts
$134K
GJIA
2945
Glass Jacobson Investment Advisors
Maryland
$132K +$4.9K +22 +4%
PAM
2946
Paradigm Asset Management
New York
$132K -$1.96M -8,800 -94%
BCM
2947
Blume Capital Management
California
$132K
T
2948
Transce3nd
Texas
$129K +$131K +587 New
NCM
2949
Northwest Capital Management
Oregon
$128K
CA
2950
Centerpoint Advisors
Massachusetts
$127K -$31.6K -142 -20%

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.