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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
HGERS
3176
Householder Group Estate & Retirement Specialist
Arizona
-$928K -4,199 Closed
MFS
3177
Monetta Financial Services
Illinois
-$884K -4,000 Closed
ARC
3178
Advisor Resource Council
Texas
-$836K -3,782 Closed
TVM
3179
True Vision MN
Minnesota
-$782K -3,536 Closed
SHF
3180
Safe Harbor Fiduciary
Florida
-$774K -3,500 Closed
TVAMP
3181
Tennessee Valley Asset Management Partners
Tennessee
-$772K -3,486 Closed
VF
3182
Virtu Financial
New York
-$766K -3,465 Closed
DFCM
3183
Dark Forest Capital Management
Puerto Rico
-$717K -3,245 Closed
LSIA
3184
LaSalle St. Investment Advisors
Illinois
-$698K -3,160 Closed
VIM
3185
Vinva Investment Management
Australia
-$599K -2,711 Closed
PGIM
3186
Pacific Global Investment Management
California
-$554K -2,508 Closed
TCWA
3187
Turtle Creek Wealth Advisors
Texas
-$516K -2,332 Closed
KOC
3188
Koss-Olinger Consulting
Florida
-$512K -2,318 Closed
FM
3189
Family Management
New York
-$484K -2,190 Closed
SGI
3190
Summit Global Investments
Utah
-$459K -2,078 Closed
MIG
3191
McGuire Investment Group
Rhode Island
-$453K -2,048 Closed
OTPPB
3192
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$443K -2,005 Closed
BI
3193
Bramshill Investments
Florida
-$442K -2,000 Closed
AIA
3194
Arbor Investment Advisors
North Carolina
-$431K -1,950 Closed
TSS
3195
Two Sigma Securities
New York
-$403K -1,811 Closed
MPM
3196
MBB Public Markets
Illinois
-$378K -1,710 Closed
PCM
3197
Prelude Capital Management
New York
-$365K -1,638 Closed
BFM
3198
Boothbay Fund Management
New York
-$310K -1,400 Closed
CFO
3199
Collective Family Office
Pennsylvania
-$301K -1,360 Closed
SIM
3200
Seaview Investment Managers
Florida
-$298K -1,347 Closed

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.