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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
BTD
2951
BankPlus Trust Department
Mississippi
$127K +$129K +577 New
PP
2952
PrairieView Partners
Minnesota
$125K
CWM
2953
Crowley Wealth Management
Delaware
$125K +$126K +567 New
PG
2954
Proffitt & Goodson
Tennessee
$122K
CB
2955
Centennial Bank
Arkansas
$122K
SAS
2956
Spurstone Advisory Services
Connecticut
$121K +$122K +550 New
FA
2957
Financial Avengers
California
$119K +$891 +4 +0.7%
POIA
2958
Pin Oak Investment Advisors
Texas
$118K
VWM
2959
Vermillion Wealth Management
Minnesota
$116K +$117K +527 New
PBK
2960
Peoples Bank (Kansas)
Kansas
$115K
JFA
2961
JNBA Financial Advisors
Minnesota
$112K +$11.8K +53 +12%
AP
2962
Aspect Partners
Virginia
$111K -$11.1K -50 -9%
GC
2963
Gould Capital
Washington
$110K -$49.2K -221 -31%
BBPWM
2964
Blue Bell Private Wealth Management
Pennsylvania
$109K
PWMG
2965
Prestige Wealth Management Group
New Jersey
$108K
MFT
2966
Moisand Fitzgerald Tamayo
Florida
$108K
EWP
2967
Elevation Wealth Partners
California
$108K +$25.8K +116 +31%
MCI
2968
MRP Capital Investments
Georgia
$108K
CAM
2969
Creekmur Asset Management
Illinois
$105K +$223 +1 +0.2%
EPIME
2970
Evelyn Partners Investment Management (Europe)
$103K +$105K +470 New
WWM
2971
Wolff Wiese Magana
California
$102K
DWM
2972
Darwin Wealth Management
Florida
$102K
KSB
2973
Kennebec Savings Bank
Maine
$100K
AWM
2974
Atticus Wealth Management
Florida
$99.3K -$51K -229 -34%
MCA
2975
Maryland Capital Advisors
Maryland
$98.9K

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.