We are live on ! Find out more
IBM icon

IBM
IBM

2,754 hedge funds and large institutions have $95B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,192 increasing their positions, 1,005 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $2.02B

19% more repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 1,005

0.28% more ownership

Funds ownership: 59.56% → 59.84% (+0.28%)

7% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 164

2% less funds holding

Funds holding: 2,802 → 2,754 (-48)

9% less capital invested

Capital invested by funds: $104B → $95B (-$9.02B)

29% less funds holding in top 10

Funds holding in top 10: 69 → 49 (-20)

Holders
2,754
Holders Change
-48
Holders Change %
-1.71%
% of All Funds
39.77%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
153
Increased
1,192
Reduced
1,005
Closed
164
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$347M
2
UBS AM
UBS AM
Illinois
+$314M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$184M
4
Swedbank
Swedbank
Sweden
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$171M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$340M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$213M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$141M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$581M -$57.9M -333,392 -9%
Deutsche Bank
27
Deutsche Bank
Germany
$554M +$33.2M +191,075 +6%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$471M -$38.5M -221,527 -8%
Swiss National Bank
29
Swiss National Bank
Switzerland
$469M -$3.53M -20,300 -0.7%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$422M -$32.3M -186,078 -7%
Capital World Investors
31
Capital World Investors
California
$401M +$347M +1,995,794 +616%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$396M -$213M -1,224,365 -35%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$345M -$12.2M -70,153 -3%
Stifel Financial
34
Stifel Financial
Missouri
$331M +$12.2M +69,999 +4%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$310M +$355K +2,045 +0.1%
National Pension Service
36
National Pension Service
South Korea
$301M +$7.95M +45,730 +3%
LSV Asset Management
37
LSV Asset Management
Illinois
$297M -$12.7M -73,190 -4%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$289M +$30.8M +177,395 +12%
CWP
39
Capital Wealth Planning
Florida
$273M +$22.2M +127,892 +9%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$268M +$62.9M +362,233 +30%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$261M +$1.22M +7,013 +0.5%
Aberdeen Group
42
Aberdeen Group
United Kingdom
$248M +$33.9M +195,209 +16%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$242M +$184M +1,056,759 +306%
Mitsubishi UFJ Asset Management
44
Mitsubishi UFJ Asset Management
Japan
$237M +$22.4M +128,828 +10%
HighTower Advisors
45
HighTower Advisors
Illinois
$231M +$1.31M +7,538 +0.6%
Franklin Resources
46
Franklin Resources
California
$228M +$86.7M +499,216 +61%
RJA
47
Raymond James & Associates
Florida
$227M -$9.15M -52,636 -4%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$226M +$11.8M +68,198 +5%
ProShare Advisors
49
ProShare Advisors
Maryland
$223M +$2.25M +12,937 +1%
DZ Bank
50
DZ Bank
Germany
$221M +$21.9M +125,852 +11%
1
2
3 4 5

IBM Hedge Fund Activity: Q2 2024 in Review

2,754 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2024, worth a combined $95B — down 8.7% from $104B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of IBM and 153 opened new positions — a net loss of 11 holders — while 1,005 trimmed existing stakes and 1,192 added.

The largest buyer was Capital World Investors, adding an estimated $347M. The largest seller was Arrowstreet Capital, cutting an estimated $340M.

  • 2,754 institutional investors held IBM (IBM) as of Q2 2024, down from 2,802 in Q1 2024.
  • Funds reported $95B of IBM stock for Q2 2024, down 8.7% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q2 2024 and 164 closed out, a net change of -11 holders.
  • The largest IBM buyer in Q2 2024 was Capital World Investors, an estimated $347M added.
  • The largest IBM seller in Q2 2024 was Arrowstreet Capital, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2024.