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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
Lido Advisors
326
Lido Advisors
California
$20.8M +$3.67M +16,479 +21%
WHG
327
Westwood Holdings Group
Texas
$20.7M -$2.43M -10,917 -10%
PFS
328
Prospera Financial Services
Texas
$20.3M +$3.08M +13,819 +18%
BFS
329
Bradley Foster & Sargent
Connecticut
$20.1M +$658K +2,955 +3%
WSFS
330
Wilmington Savings Fund Society
Delaware
$20M -$352K -1,581 -2%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$19.9M +$1.88M +8,443 +10%
Pacer Advisors
332
Pacer Advisors
Pennsylvania
$19.9M -$46.1M -206,870 -70%
IMRF
333
Illinois Municipal Retirement Fund
Illinois
$19.9M -$945K -4,243 -4%
ACIM
334
Azimuth Capital Investment Management
Michigan
$19.9M -$4.89M -21,970 -20%
SS
335
SBI Securities
Japan
$19.6M +$19.8M +88,963 New
RBI
336
Raiffeisen Bank International
Austria
$19.5M +$19.8M +88,690 New
MSU
337
Mizuho Securities USA
New York
$19.3M +$6.21M +27,903 +47%
BWP
338
Baldwin Wealth Partners
Massachusetts
$19.2M -$541K -2,429 -3%
Macquarie Group
339
Macquarie Group
Australia
$19.1M +$70M +314,272 +391%
NAM
340
NorthCrest Asset Manangement
Minnesota
$19.1M +$22.3K +100 +0.1%
JCM
341
Janney Capital Management
Pennsylvania
$18.8M -$3.58M -16,065 -16%
TSW
342
Thompson Siegel & Walmsley
Virginia
$18.5M +$870K +3,906 +5%
LGF
343
LGT Group Foundation
Liechtenstein
$18.5M -$7.26M -32,597 -28%
CFB
344
Cullen/Frost Bankers
Texas
$18.5M +$51.4K +231 +0.3%
EMPI
345
Elo Mutual Pension Insurance
Finland
$18.5M -$722K -3,242 -4%
SCM
346
SKBA Capital Management
California
$18.5M -$3.22M -14,455 -15%
MC
347
Moors & Cabot
Massachusetts
$18.4M +$289K +1,297 +2%
FFM
348
Fisher Funds Management
New Zealand
$18.3M +$18.6M +83,710 New
AI
349
Atria Investments
North Carolina
$18.2M +$182K +819 +1%
CLGM
350
Capitolis Liquid Global Markets
New York
$18.1M

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.