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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
WTFG
501
Wells Trecaso Financial Group
Ohio
$9.92M +$98K +440 +1%
AOWM
502
Alpha Omega Wealth Management
Virginia
$9.79M -$216K -969 -2%
PI
503
PFG Investments
New York
$9.79M +$110K +493 +1%
BBHC
504
Brown Brothers Harriman & Co
New York
$9.71M -$290K -1,300 -3%
AF
505
Alerus Financial
North Dakota
$9.7M -$35.4K -159 -0.4%
NMERB
506
New Mexico Educational Retirement Board
New Mexico
$9.66M -$223K -1,000 -2%
WAM
507
Winslow Asset Management
Ohio
$9.66M +$169K +760 +2%
CCMINC
508
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.66M -$12.5K -56 -0.1%
WIM
509
WealthPlan Investment Management
Nebraska
$9.64M -$505K -2,267 -5%
CII
510
Capital International Inc
California
$9.46M +$9.59M +43,055 New
CPCPP
511
Canada Post Corporation Pension Plan
Canada
$9.46M +$9.59M +43,053 New
NC
512
Nicholas Company
Wisconsin
$9.45M -$705K -3,165 -7%
EH
513
Equitable Holdings
New York
$9.43M +$709K +3,184 +8%
NB
514
NBT Bank
New York
$9.41M -$72.4K -325 -0.8%
VDBMI
515
Van Den Berg Management I
Texas
$9.41M -$4.23K -19 -0%
UCFA
516
United Capital Financial Advisors
Texas
$9.27M -$423K -1,898 -4%
CA
517
Clearstead Advisors
Ohio
$9.26M +$53.7K +241 +0.6%
APP
518
Avantax Planning Partners
Iowa
$9.22M -$64.4K -289 -0.7%
WA
519
Waverly Advisors
Alabama
$9.21M +$1.27M +5,718 +16%
DWT
520
Dorsey & Whitney Trust
South Dakota
$9.16M +$11.4K +51 +0.1%
AMBIA
521
Allen Mooney & Barnes Investment Advisors
Georgia
$9.15M -$250K -1,121 -3%
CWM
522
Cornerstone Wealth Management
Missouri
$9.1M -$46.1K -207 -0.5%
AC
523
Addenda Capital
Quebec, Canada
$9.09M -$26.3K -118 -0.3%
AWAG
524
ARS Wealth Advisors Group
Florida
$9.08M -$158K -708 -2%
EWA
525
EP Wealth Advisors
California
$9.04M +$1.35M +6,053 +17%

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.