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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
HC
3026
Hara Capital
Washington
$57.6K +$29.2K +131 +100%
AWM
3027
Activest Wealth Management
Florida
$56K +$1.56K +7 +3%
HB
3028
Horizon Bancorp
Indiana
$55K -$44.1K -198 -44%
APW
3029
Atlantic Private Wealth
North Carolina
$55K
GA
3030
GoalVest Advisory
New York
$54.5K
GK
3031
Graney & King
New York
$53.4K +$54.1K +243 New
EPIMS
3032
Evelyn Partners Investment Management Services
$51K +$51.7K +232 New
Q1WB
3033
Quest 10 Wealth Builders
Virginia
$50.6K +$51.2K +230 New
MLCM
3034
M & L Capital Management
United Kingdom
$48.4K +$49K +220 New
PC
3035
Promus Capital
Illinois
$48.4K +$49K +220 New
GG
3036
Gleason Group
Kentucky
$47.8K +$223 +1 +0.5%
RTL
3037
Red Tortoise LLC
Georgia
$47.2K +$2.67K +12 +6%
MBFW
3038
Morton Brown Family Wealth
Pennsylvania
$45.5K -$28.7K -129 -38%
SC
3039
Steph & Co
Wisconsin
$45.5K
CIAS
3040
CBIZ Investment Advisory Services
Ohio
$45.4K +$2K +9 +5%
LG
3041
LAM Group
Oregon
$44.4K
FNWA
3042
Financial Network Wealth Advisors
Utah
$44K -$337K -1,512 -88%
OLVIG
3043
Oliver Lagore Vanvalin Investment Group
Michigan
$44K
CJ
3044
Caitlin John
Michigan
$43.9K -$6.24K -28 -12%
IA
3045
IFS Advisors
Kansas
$43.3K
JEST
3046
JTC Employer Solutions Trustee
Jersey
$43K
MRP
3047
Measured Risk Portfolios
California
$42.9K +$43.4K +195 New
PSFG
3048
Park Square Financial Group
Georgia
$42.6K +$43.2K +194 New
TC
3049
Tacita Capital
Ontario, Canada
$42.2K +$27.2K +122 +174%
DCM
3050
Davis Capital Management
Florida
$40.9K

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.