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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
Invesco
26
Invesco
Georgia
$887M +$43.4M +194,814 +5%
First Trust Advisors
27
First Trust Advisors
Illinois
$885M +$187M +840,064 +26%
N
28
Nuveen
North Carolina
$735M -$36.1M -162,276 -5%
Barclays
29
Barclays
United Kingdom
$661M -$354M -1,587,342 -35%
Raymond James Financial
30
Raymond James Financial
Florida
$593M +$601M +2,696,389 New
HSBC Holdings
31
HSBC Holdings
United Kingdom
$592M -$53.5M -240,095 -8%
Swiss National Bank
32
Swiss National Bank
Switzerland
$572M -$27.7M -124,400 -5%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$540M -$3.57M -16,033 -0.6%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$491M -$252M -1,133,702 -34%
National Pension Service
35
National Pension Service
South Korea
$468M +$32.5M +145,931 +7%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$468M +$21.2M +95,181 +5%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$461M +$52.3M +234,782 +13%
CWP
38
Capital Wealth Planning
Florida
$456M +$17.4M +78,198 +4%
Stifel Financial
39
Stifel Financial
Missouri
$424M +$1.53M +6,875 +0.4%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$376M -$3.58M -16,075 -0.9%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$374M +$18.9M +84,737 +5%
KBC Group
42
KBC Group
Belgium
$371M +$178M +800,930 +90%
Mitsubishi UFJ Asset Management
43
Mitsubishi UFJ Asset Management
Japan
$359M +$27.6M +123,967 +8%
AllianceBernstein
44
AllianceBernstein
Tennessee
$350M +$46.1M +206,944 +15%
HighTower Advisors
45
HighTower Advisors
Illinois
$347M +$34.8M +156,269 +11%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$323M -$9.9M -44,461 -3%
Franklin Resources
47
Franklin Resources
California
$316M -$41.5M -186,476 -11%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$307M -$17.2M -77,433 -5%
DekaBank Deutsche Girozentrale
49
DekaBank Deutsche Girozentrale
Germany
$300M
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$299M +$796K +3,573 +0.3%

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.