We are live on ! Find out more

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
CWM
3001
Centricity Wealth Management
Ohio
$80K +$81.1K +364 New
HC
3002
Hoese & Co
Minnesota
$78.5K +$79.5K +357 New
CAM
3003
Clarity Asset Management
Iowa
$78.4K +$668 +3 +0.8%
PAG
3004
Paladin Advisory Group
Iowa
$76.5K
NOI
3005
Newton One Investments
Delaware
$76.3K +$77.3K +347 New
WTFG
3006
Wood Tarver Financial Group
Idaho
$76K +$77.3K +347 New
FLP
3007
Financial Life Planners
Arizona
$72.6K +$73.3K +329 New
HIMS
3008
Hager Investment Management Services
New Hampshire
$72.5K +$73.5K +330 New
RF
3009
Robbins Farley
New Hampshire
$70.1K +$1.34K +6 +2%
MSWM
3010
Mowery & Schoenfeld Wealth Management
Illinois
$69.5K +$16.9K +76 +32%
PPA
3011
Painted Porch Advisors
California
$69.2K +$33K +148 +89%
AW
3012
Avion Wealth
Texas
$69K +$1.56K +7 +2%
PCFFS
3013
Pacific Center for Financial Services
California
$68.6K
WA
3014
Whipplewood Advisors
Colorado
$67.9K +$68.8K +309 New
BCPWM
3015
Bradley & Co Private Wealth Management
Florida
$67K +$67.9K +305 New
DF
3016
Dunhill Financial
United Kingdom
$66.1K +$14K +63 +26%
BFP
3017
Briaud Financial Planning
Texas
$66K +$4.23K +19 +7%
ATC
3018
Advantage Trust Company
Kansas
$65.9K
W
3019
WealthCollab
Washington
$65.9K
KFP
3020
Keener Financial Planning
Texas
$65K
TFGT
3021
TS Financial Group (TSFG)
Illinois
$65K +$223 +1 +0.3%
LOIP
3022
Live Oak Investment Partners
Texas
$63.4K
RCM
3023
Richardson Capital Management
Wisconsin
$60.5K
T
3024
Tidemark
California
$59.5K -$15.1K -68 -20%
MC
3025
Montag & Caldwell
Georgia
$59.4K +$60.1K +270 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.