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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
BWL
476
Bogart Wealth LLC
Virginia
$10.8M -$3.79M -17,006 -26%
CL
477
Choreo LLC
Illinois
$10.8M -$379K -1,703 -3%
GLA
478
Great Lakes Advisors
Illinois
$10.8M -$1.57M -7,053 -13%
RIA
479
RPG Investment Advisory
California
$10.7M -$2.72M -12,194 -20%
FCBT
480
First Citizens Bank & Trust
North Carolina
$10.6M -$260K -1,168 -2%
SW
481
SteelPeak Wealth
California
$10.6M +$3.89M +17,473 +57%
LA
482
Lynch & Associates
Indiana
$10.6M +$61.9K +278 +0.6%
AFA
483
Abacus FCF Advisors
Florida
$10.6M +$3.4M +15,252 +46%
NIM
484
NEOS Investment Management
Connecticut
$10.6M +$1.15M +5,176 +12%
SBWIC
485
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.5M -$179K -803 -2%
SWIG
486
Strategic Wealth Investment Group
Kentucky
$10.5M +$40.5K +182 +0.4%
CB
487
Cadence Bank
Mississippi
$10.5M -$81.5K -366 -0.8%
GIA
488
Guyasuta Investment Advisors
Pennsylvania
$10.5M -$267K -1,197 -2%
CCM
489
Cohen Capital Management
California
$10.5M
Envestnet Portfolio Solutions
490
Envestnet Portfolio Solutions
Illinois
$10.5M -$550K -2,471 -5%
CIA
491
Concurrent Investment Advisors
Florida
$10.5M +$2.95M +13,234 +38%
PFM
492
Premier Fund Managers
United Kingdom
$10.4M
WBC
493
Westpac Banking Corp
Australia
$10.3M +$8.91M +40,000 +588%
FTC
494
Farmers Trust Company
Ohio
$10.2M -$382K -1,716 -4%
GHAM
495
Gilman Hill Asset Management
Connecticut
$10.1M -$5.59M -25,116 -35%
SCM
496
Schnieders Capital Management
California
$10.1M -$320K -1,437 -3%
DWM
497
Dakota Wealth Management
Florida
$10.1M -$5.33M -23,936 -34%
MFIM
498
Mesirow Financial Investment Management
Illinois
$9.99M +$5.05M +22,656 +99%
GFG
499
Greystone Financial Group
Michigan
$9.94M +$432K +1,940 +4%
CIC
500
Cutler Investment Counsel
Oregon
$9.94M -$228K -1,025 -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.