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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
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$26.4M +$2.1M +9,411 +8%
FP
277
Foundry Partners
Minnesota
$26.4M -$373K -1,674 -1%
GGI
278
Godsey & Gibb Inc
Virginia
$26.4M -$958K -4,300 -3%
LCM
279
Logan Capital Management
Pennsylvania
$26.3M -$459K -2,061 -2%
RMCM
280
Reynders McVeigh Capital Management
Massachusetts
$26.1M +$842K +3,782 +3%
SIS
281
Sound Income Strategies
Florida
$25.6M +$1.11M +4,984 +4%
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$25.6M +$313K +1,407 +1%
JGUA
283
John G. Ullman & Associates
New York
$25.4M -$1.1M -4,950 -4%
FMLI
284
Fukoku Mutual Life Insurance
Japan
$25.3M
LA
285
LBP AM
France
$25.3M -$2.98M -13,402 -10%
MAM
286
Martingale Asset Management
Massachusetts
$25.1M -$10.5M -47,296 -29%
SW
287
SVB Wealth
Massachusetts
$25M +$25.4M +113,887 New
CFIA
288
Cantor Fitzgerald Investment Advisors
New York
$25M -$245K -1,102 -1%
AWM
289
AE Wealth Management
Kansas
$24.7M +$593K +2,664 +2%
PCM
290
Parsons Capital Management
Rhode Island
$24.7M -$245K -1,099 -1%
MOACM
291
Mutual of America Capital Management
New York
$24.3M -$594K -2,665 -2%
SWP
292
Stratos Wealth Partners
Ohio
$24.3M +$10.5M +47,266 +75%
First Manhattan
293
First Manhattan
New York
$24.3M -$29.6K -133 -0.1%
P
294
&Partners
Tennessee
$24.1M +$8.98M +40,301 +59%
ATC
295
Argent Trust Co
Tennessee
$24.1M +$119K +534 +0.5%
DWP
296
Daymark Wealth Partners
Ohio
$24M -$957K -4,298 -2%
TIAA Trust, National Association
297
TIAA Trust, National Association
North Carolina
$23.8M +$277K +1,244 +1%
Federated Hermes
298
Federated Hermes
Pennsylvania
$23.7M -$7.8M -35,040 -24%
VV
299
Verity & Verity
South Carolina
$23.7M +$1.13M +5,090 +5%
SIMG
300
Sonora Investment Management Group
Arizona
$23.5M +$786K +3,531 +3%

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.