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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
HP
3226
Hilltop Partners
Indiana
-$200K -905 Closed
CPA
3227
Clear Point Advisors
New York
-$194K -876 Closed
SHIM
3228
Stone House Investment Management
Pennsylvania
-$170K -768 Closed
HWM
3229
HighMark Wealth Management
Minnesota
-$169K -765 Closed
VAMG
3230
Voisard Asset Management Group
Michigan
-$147K -666 Closed
SFFS
3231
Stonehage Fleming Financial Services
Jersey
-$139K -630 Closed
APC
3232
Aspire Private Capital
North Carolina
-$135K -610 Closed
MFA
3233
McClarren Financial Advisors
Pennsylvania
-$43 -564 Closed
FAM
3234
Flaharty Asset Management
Florida
-$111K -503 Closed
HGA
3235
Hobbs Group Advisors
South Carolina
-$108K -489 Closed
WPWM
3236
Western Pacific Wealth Management
Illinois
-$82.9K -375 Closed
LIP
3237
Liontrust Investment Partners
United Kingdom
-$44.8K -259 Closed
HIM
3238
Hillsdale Investment Management
Ontario, Canada
-$56.8K -257 Closed
A
3239
AlphaQuest
New York
-$52.6K -238 Closed
CPA
3240
Capital Performance Advisors
California
-$43.1K -195 Closed
KC
3241
Kepos Capital
New York
-$37K -166 Closed
SOW
3242
State of Wyoming
Wyoming
-$36K -163 Closed
DI
3243
DAGCO Inc
Ohio
-$27.6K -125 Closed
MWA
3244
MFA Wealth Advisors
Pennsylvania
-$19.5K -88 Closed
RWA
3245
Redmont Wealth Advisors
Illinois
-$11.7K -53 Closed
CA
3246
Claris Advisors
Missouri
-$8.4K -38 Closed
GPFA
3247
Game Plan Financial Advisors
Ohio
-$8.18K -37 Closed
GAG
3248
Goodman Advisory Group
Massachusetts
-$5.75K -26 Closed
TFA
3249
Transamerica Financial Advisors
Florida
-$4K -16 Closed
LIA
3250
Luken Investment Analytics
Tennessee
-$1.77K -8 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.