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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
SMAM
3101
Sugar Maple Asset Management
Wisconsin
$14.7K +$14.9K +67 New
RPA
3102
Redwood Park Advisors
California
$14.5K +$14.7K +66 New
NMG
3103
New Millennium Group
Utah
$13.4K +$13.6K +61 New
MSFP
3104
Mark Sheptoff Financial Planning
Connecticut
$12.8K
WFA
3105
Wells Financial Advisors
Massachusetts
$12.8K
TCA
3106
Trifecta Capital Advisors
Illinois
$12.3K
BCA
3107
Bray Capital Advisors
Florida
$11K
RAM
3108
Ramirez Asset Management
New York
$11K
FG
3109
Fairman Group
Pennsylvania
$10.5K +$223 +1 +2%
TWD
3110
True Wealth Design
Ohio
$9.26K +$2.45K +11 +35%
QL
3111
Quarry LP
New York
$8.79K -$109K -490 -92%
WCM
3112
Westend Capital Management
California
$8.79K
FA
3113
Fedenia Advisers
Wisconsin
$8.79K +$8.91K +40 New
NWM
3114
Navigoe Wealth Management
California
$8K +$8.91K +40 New
HWM
3115
Horizons Wealth Management
North Carolina
$7.69K
CAWM
3116
Capital A Wealth Management
Pennsylvania
$7.69K +$7.79K +35 New
SVCP
3117
Silicon Valley Capital Partners
California
$6.82K +$6.9K +31 New
HWP
3118
Highline Wealth Partners
California
$6.82K +$1.11K +5 +19%
CI
3119
Cordant Inc
Oregon
$6.59K
HFS
3120
HBC Financial Services
Washington
$6K
WMS
3121
Wealth Management Strategies
Pennsylvania
$5.07K +$514K +2,306 New
TPW
3122
Talon Private Wealth
Florida
$5.06K -$2K -9 -28%
PWA
3123
Principia Wealth Advisory
Texas
$5.06K +$5.12K +23 New
CFP
3124
Comprehensive Financial Planning
Pennsylvania
$4.68K +$4.68K +21 New
PS
3125
PayPay Securities
Japan
$4.18K -$445 -2 -10%

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.