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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
MA
3051
Modus Advisors
Minnesota
$39.8K +$40.3K +181 New
RWML
3052
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$38.9K +$1.34K +6 +4%
WI
3053
Wintrust Investments
Illinois
$38K -$6.68K -30 -15%
FIA
3054
FPC Investment Advisory
California
$35.8K
RWM
3055
Rialto Wealth Management
New York
$35.3K +$35.9K +161 New
FP
3056
Financial Perspectives
Minnesota
$35.2K
VWA
3057
Valued Wealth Advisors
Utah
$34.5K +$20K +90 +134%
AWM
3058
Avondale Wealth Management
Texas
$34.3K +$12.5K +56 +56%
HCA
3059
Heck Capital Advisors
Wisconsin
$34.1K
TCG
3060
Transcendent Capital Group
Oklahoma
$33.9K
GCM
3061
Gables Capital Management
Florida
$33K
VLKIM
3062
Van Lanschot Kempen Investment Management
Netherlands
$32.3K
RL
3063
Rogco LP
Oklahoma
$31.9K
HCM
3064
Horrell Capital Management
Arkansas
$31K
DFA
3065
DHJJ Financial Advisors
Illinois
$30.6K
VFM
3066
Vision Financial Markets
Connecticut
$30.6K +$31K +139 New
LIS
3067
Legacy Investment Solutions
Idaho
$30K +$2.45K +11 +10%
LWMI
3068
Legacy Wealth Management (Idaho)
Idaho
$30K +$2.45K +11 +10%
PPC
3069
Park Place Capital
Alabama
$29.9K
HBW
3070
Hazlett, Burt & Watson
West Virginia
$28K
WAS
3071
Winch Advisory Services
Wisconsin
$26.6K +$9.13K +41 +51%
SRCM
3072
Signature Resources Capital Management
California
$26.4K
CFS
3073
Compass Financial Services
Iowa
$26K +$26.3K +118 New
ACA
3074
American Capital Advisory
Idaho
$25.5K
CCMI
3075
Creative Capital Management Investments
California
$24.8K +$8.69K +39 +53%

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.