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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
TNBTD
351
Trustmark National Bank Trust Department
Mississippi
$18.1M -$579K -2,600 -3%
SF
352
Synovus Financial
Georgia
$17.8M -$2.31M -10,382 -11%
AWS
353
Atria Wealth Solutions
New York
$17.7M +$1.24M +5,581 +7%
BRWA
354
B. Riley Wealth Advisors
Florida
$17.6M -$529K -2,374 -3%
OPERF
355
Oregon Public Employees Retirement Fund
Oregon
$17.4M +$91.3K +410 +0.5%
GAM
356
Generali Asset Management
Italy
$17.4M +$17.6M +79,026 New
O
357
Ossiam
France
$17.3M -$49M -219,850 -74%
GIA
358
GHP Investment Advisors
Colorado
$17.3M +$230K +1,031 +1%
WB
359
WesBanco Bank
West Virginia
$17M -$2.6M -11,679 -13%
IMPI
360
Ilmarinen Mutual Pension Insurance
Finland
$17M +$4.45M +20,000 +35%
KPWS
361
Kestra Private Wealth Services
Texas
$16.9M +$2.3M +10,349 +16%
USCWA
362
U.S. Capital Wealth Advisors
Texas
$16.9M +$409K +1,837 +2%
BHWM
363
Bar Harbor Wealth Management
New Hampshire
$16.9M +$218K +977 +1%
VI
364
Vestcor Inc
New Brunswick, Canada
$16.9M -$471K -2,114 -3%
OC
365
Oppenheimer & Co
New York
$16.8M +$1.24M +5,575 +8%
OGC
366
Oak Grove Capital
New Hampshire
$16.7M -$416K -1,870 -2%
HPC
367
HM Payson & Co
Maine
$16.6M -$67.9K -305 -0.4%
Nordea Investment Management
368
Nordea Investment Management
Sweden
$16.6M +$1.03M +4,625 +7%
PR
369
Payden & Rygel
California
$16.4M -$1.18M -5,300 -7%
TI
370
Trexquant Investment
Connecticut
$16.3M +$16.6M +74,339 New
ECM
371
Estabrook Capital Management
New York
$16.3M -$69.9K -314 -0.4%
ASN
372
Advisory Services Network
Georgia
$16.3M -$1.04M -4,678 -6%
Bessemer Group
373
Bessemer Group
New Jersey
$16.3M -$122K -550 -0.7%
SRC
374
Shufro Rose & Co
New York
$16.1M -$32.1K -144 -0.2%
CIC
375
Canal Insurance Company
South Carolina
$16M

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.