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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
HWM
3201
HFR Wealth Management
New York
-$270K -1,220 Closed
ZIMP
3202
Zimmermann Investment Management & Planning
Pennsylvania
-$260K -1,177 Closed
TFA
3203
TPG Financial Advisors
Oregon
-$256K -1,160 Closed
CC
3204
Capstone Capital
Nevada
-$249K -1,126 Closed
HFA
3205
High Falls Advisors
New York
-$239K -1,083 Closed
TCMP
3206
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$239K -1,083 Closed
CPW
3207
Crestmont Private Wealth
Texas
-$239K -1,079 Closed
LP
3208
LGL Partners
Pennsylvania
-$237K -1,072 Closed
RC
3209
Rovin Capital
Arizona
-$237K -1,072 Closed
CA
3210
Calton & Associates
Florida
-$237K -1,070 Closed
MA
3211
Mezzasalma Advisors
New Jersey
-$232K -1,050 Closed
FNBOH
3212
First National Bank of Hutchinson
Kansas
-$226K -1,020 Closed
RW
3213
REDW Wealth
New Mexico
-$223K -1,009 Closed
OR
3214
Olympiad Research
Connecticut
-$222K -1,005 Closed
RR
3215
Robotti Robert
-$221K -1,000 Closed
CF
3216
Clarity Financial
Texas
-$220K -996 Closed
EWM
3217
Endowment Wealth Management
Wisconsin
-$213K -965 Closed
HBWM
3218
Hollow Brook Wealth Management
New York
-$211K -954 Closed
ABLA
3219
Alan B. Lancz & Associates
Ohio
-$209K -946 Closed
ST
3220
Somerset Trust
Pennsylvania
-$208K -940 Closed
FWM
3221
FMB Wealth Management
California
-$207K -934 Closed
MG
3222
Marex Group
-$205K -928 Closed
SAM
3223
SP Asset Management
California
-$205K -927 Closed
ACM
3224
Argent Capital Management
Missouri
-$201K -907 Closed
AAMC
3225
Asset Allocation & Management Company
Illinois
-$200K -906 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.