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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
FIM
3076
FWL Investment Management
Texas
$24.2K -$3.34K -15 -12%
XC
3077
XY Capital
Hong Kong
$24.2K +$24.5K +110 New
MFG
3078
Mendota Financial Group
Wisconsin
$23.1K -$445 -2 -2%
BAM
3079
Bellevue Asset Management
Washington
$22.6K
LD
3080
Lipe & Dalton
New York
$22K
RWM
3081
Ruedi Wealth Management
Illinois
$22K
TCPG
3082
Trivant Custom Portfolio Group
California
$22K
EA
3083
Evolution Advisers
Virginia
$21K
AAG
3084
Accordant Advisory Group
Maryland
$20.2K
WCM
3085
WealthTrak Capital Management
Virginia
$20K +$20.3K +91 New
CWM
3086
Copia Wealth Management
Oregon
$18.7K +$18.9K +85 New
FC
3087
Family CFO
California
$18.1K
HC
3088
Hurley Capital
New York
$18K +$16.7K +75 New
FWM
3089
FLP Wealth Management
Arkansas
$17.9K +$18K +81 New
RWS
3090
Retirement Wealth Solutions
Wisconsin
$17.8K +$18K +81 New
HFS
3091
Horizon Financial Services
North Carolina
$17.6K
CAM
3092
Costello Asset Management
Pennsylvania
$17.6K +$17.8K +80 New
AIM
3093
Arcadia Investment Management
Michigan
$16.5K
RF
3094
Robinswood Financial
Washington
$16.3K
MMCM
3095
Murphy & Mullick Capital Management
New York
$15.8K +$16K +72 New
FW
3096
Fairway Wealth
Ohio
$15.4K +$15.6K +70 New
CWM
3097
Consultiva Wealth Management
Puerto Rico
$15.4K +$15.6K +70 New
CWA
3098
Carolina Wealth Advisors
South Carolina
$15.2K -$433K -1,942 -97%
RJA
3099
Ross\Johnson & Associates
Minnesota
$15.2K +$15.4K +69 New
GWMI
3100
Guardian Wealth Management (Illinois)
Illinois
$15.1K

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.