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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
JFG
526
Jefferies Financial Group
New York
$8.97M +$3.16M +14,207 +53%
CCM
527
Coldstream Capital Management
Washington
$8.96M +$230K +1,033 +3%
MGP
528
M&G plc
United Kingdom
$8.95M -$523K -2,348 -5%
AssetMark Inc
529
AssetMark Inc
California
$8.94M +$492K +2,210 +6%
MCM
530
Marathon Capital Management
Maryland
$8.93M -$198K -890 -2%
NIA
531
NIA Impact Advisors
California
$8.93M -$200K -900 -2%
AMG
532
Advisors Management Group
Wisconsin
$8.89M -$57.5K -258 -0.6%
CSIC
533
Clifford Swan Investment Counsel
California
$8.89M -$461K -2,069 -5%
BFIC
534
Bedell Frazier Investment Counselling
California
$8.84M -$261K -1,174 -3%
BHWA
535
Beacon Harbor Wealth Advisors
Virginia
$8.82M +$70.6K +317 +0.8%
FDDB
536
Fidelity D&D Bancorp
Pennsylvania
$8.78M -$20.7K -93 -0.2%
IEFM
537
IQ EQ Fund Management
Ireland
$8.74M -$445K -2,000 -5%
SCA
538
Snowden Capital Advisors
New York
$8.73M -$3.13M -14,068 -26%
CCIA
539
Cherry Creek Investment Advisors
Colorado
$8.69M -$111K -497 -1%
LNWTC
540
Laird Norton Wetherby Trust Company
Washington
$8.68M
JIC
541
Johnson Investment Counsel
Ohio
$8.64M -$61.2K -275 -0.7%
MDCM
542
Morgan Dempsey Capital Management
Wisconsin
$8.57M -$3.58M -16,087 -29%
CAM
543
Columbia Asset Management
Michigan
$8.57M -$520K -2,333 -6%
PGA
544
Portland Global Advisors
Maine
$8.52M -$83.7K -376 -1%
MA
545
Mutual Advisors
Nebraska
$8.5M +$79.7K +358 +0.9%
CC
546
Courier Capital
New York
$8.5M -$2.4M -10,777 -22%
SMI
547
Shelter Mutual Insurance
Missouri
$8.46M
WT
548
Whittier Trust
California
$8.43M -$165K -741 -2%
SIC
549
SFE Investment Counsel
California
$8.38M -$83.5K -375 -1%
CIC
550
Carnegie Investment Counsel
Ohio
$8.38M +$374K +1,680 +5%

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.