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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
TRCT
426
Tower Research Capital (TRC)
New York
$12.7M +$1.74M +7,802 +16%
FFBTD
427
First Financial Bank - Trust Division
Ohio
$12.6M -$114K -510 -0.9%
AG
428
Advocate Group
Minnesota
$12.6M -$1.89M -8,464 -13%
HIMCH
429
Hartford Investment Management Co (HIMCO)
Connecticut
$12.6M -$191K -856 -1%
PWP
430
Principle Wealth Partners
Connecticut
$12.6M -$49.2K -221 -0.4%
DP
431
Dearborn Partners
Illinois
$12.5M +$164K +736 +1%
VA
432
Vident Advisory
Georgia
$12.4M +$3.85M +17,282 +44%
SC
433
Savant Capital
Illinois
$12.4M -$602K -2,705 -5%
FNT
434
First National Trust
Pennsylvania
$12.3M -$443K -1,990 -3%
HIC
435
Hartline Investment Corp
Illinois
$12.3M -$146K -656 -1%
BCM
436
Beddow Capital Management
Wyoming
$12.3M -$14.5K -65 -0.1%
RFC
437
Regions Financial Corp
Alabama
$12.2M -$238K -1,067 -2%
D.E. Shaw & Co
438
D.E. Shaw & Co
New York
$12.2M -$11.1M -49,902 -47%
EF
439
Empowered Funds
Pennsylvania
$12.1M -$3.76M -16,870 -23%
AWM
440
Apollon Wealth Management
South Carolina
$12.1M +$1.66M +7,472 +16%
AAIM
441
American Assets Investment Management
California
$12.1M
FT
442
Fiduciary Trust
Massachusetts
$12.1M +$374K +1,679 +3%
MWM
443
Meridian Wealth Management
Kentucky
$12.1M -$668K -2,999 -5%
EWM
444
Evercore Wealth Management
New York
$12M +$388K +1,740 +3%
BCI
445
Brinker Capital Investments
Pennsylvania
$12M +$1.11M +4,985 +10%
OPS
446
Orion Portfolio Solutions
Nebraska
$12M +$1.11M +4,985 +10%
UB
447
UMB Bank
Missouri
$12M -$605K -2,717 -5%
BIA
448
Biondo Investment Advisors
Pennsylvania
$11.9M +$146K +657 +1%
PI
449
PineBridge Investments
New York
$11.9M -$1.3M -5,834 -10%
OAC
450
OMERS Administration Corp
Ontario, Canada
$11.9M -$852K -3,826 -7%

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.