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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
GC
376
Gillson Capital
Illinois
$16M -$318K -1,427 -2%
GIBU
377
Gulf International Bank (UK)
United Kingdom
$15.6M -$176K -790 -1%
BMCM
378
Bryn Mawr Capital Management
Pennsylvania
$15.6M -$538K -2,414 -3%
SI
379
Stephens Inc
Arkansas
$15.5M -$52.3K -235 -0.3%
LCAM
380
London & Capital Asset Management
United Kingdom
$15.4M +$15.6M +70,061 New
HWM
381
HB Wealth Management
Georgia
$15.4M +$383K +1,719 +3%
CM
382
Churchill Management
California
$15.1M +$421K +1,891 +3%
JHP
383
James Hambro & Partners
United Kingdom
$15.1M -$790K -3,548 -5%
JC
384
Jacobs & Co
California
$14.9M -$673K -3,022 -4%
BFA
385
Bragg Financial Advisors
North Carolina
$14.9M +$191K +858 +1%
JMFC
386
J.M. Forbes & Co
Massachusetts
$14.7M +$73K +328 +0.5%
ST
387
Sabal Trust
Florida
$14.7M -$96.2K -432 -0.6%
FMI
388
F/M Investments
District of Columbia
$14.7M +$1.08M +4,846 +8%
SBIA
389
Sheaff Brock Investment Advisors
Indiana
$14.7M +$11.3M +50,777 +319%
AF
390
Avanza Fonder
Sweden
$14.7M +$14.9M +66,685 New
TCA
391
Transcend Capital Advisors
New Jersey
$14.6M -$33.6K -151 -0.2%
SWM
392
Stockman Wealth Management
Montana
$14.5M -$1.47M -6,583 -9%
APF
393
Alaska Permanent Fund
Alaska
$14.5M
RCYC
394
Richard C. Young & Co
Rhode Island
$14.5M +$92.6K +416 +0.6%
BAAM
395
Baker Avenue Asset Management
California
$14.4M +$6.04M +27,131 +70%
PCM
396
Penserra Capital Management
California
$14.4M +$6.97M +31,298 +91%
AT
397
AMF Tjänstepension
Sweden
$14.3M -$16.4M -73,677 -53%
AHC
398
Adell Harriman & Carpenter
Texas
$14.2M +$237K +1,063 +2%
IWA
399
IBEX Wealth Advisors
New Jersey
$14.1M +$14.3M +64,199 New
CIA
400
Capital Investment Advisors
Georgia
$14.1M -$289K -1,297 -2%

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.