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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
GPI
2976
General Partner Inc
Pennsylvania
$98.7K
MCM
2977
Mainstream Capital Management
California
$96.9K +$98.2K +441 New
FPF
2978
First Pacific Financial
Washington
$96.7K +$8.91K +40 +10%
MCM
2979
MidAtlantic Capital Management
Virginia
$95.8K
BFS
2980
Burkett Financial Services
South Carolina
$95.3K +$668 +3 +0.7%
LI
2981
Louisbourg Investments
New Brunswick, Canada
$95K +$41.2K +185 +75%
TC
2982
Trust Company
Kansas
$94.7K
CMA
2983
Cedar Mountain Advisors
Oregon
$94.3K +$668 +3 +0.7%
GFL
2984
Granite FO LLC
New Hampshire
$94.1K
CF
2985
Conquis Financial
California
$93.9K +$95.1K +427 New
NECFA
2986
New England Capital Financial Advisors
Connecticut
$92.6K
RFG
2987
REAP Financial Group
Texas
$91.1K +$60.6K +272 +190%
PWA
2988
Physician Wealth Advisors
Utah
$89.8K +$91.1K +409 New
CW
2989
Curio Wealth
Maryland
$88.2K +$89.3K +401 New
FGC
2990
Financial Gravity Companies
Texas
$87.9K +$89.1K +400 New
BIA
2991
Bell Investment Advisors
California
$87.7K +$1.11K +5 +1%
SO
2992
Sierra Ocean
California
$86.5K +$87.5K +393 New
FC
2993
Fairscale Capital
New Hampshire
$85.7K
BOJHT
2994
Bank of Jackson Hole Trust
Wyoming
$85.5K +$86.6K +389 New
AF
2995
Aviso Financial
Ontario, Canada
$85.1K
OAJ
2996
Ogorek Anthony Joseph
New York
$84K -$1.78K -8 -2%
CFS
2997
CGC Financial Services
Oregon
$83.1K
BTC
2998
Bank & Trust Company
Illinois
$82.7K
MAM
2999
Meeder Asset Management
Ohio
$82K -$44.3K -199 -35%
AWM
3000
Accredited Wealth Management
Kentucky
$80.5K +$81.5K +366 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.