We are live on ! Find out more

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
FIA
551
Foundations Investment Advisors
Arizona
$8.38M +$1.74M +7,815 +26%
MIM
552
Montgomery Investment Management
Maryland
$8.35M -$33.4K -150 -0.4%
OAM
553
Ostrum Asset Management
France
$8.29M -$2.63M -11,789 -24%
CCM
554
Channing Capital Management
Illinois
$8.23M -$931K -4,181 -10%
LAM
555
L2 Asset Management
Massachusetts
$8.22M +$556K +2,497 +7%
FM
556
Foster & Motley
Ohio
$8.2M -$253K -1,134 -3%
DAS
557
Dynamic Advisor Solutions
Arizona
$8.17M -$27.2K -122 -0.3%
RG
558
Rathbones Group
United Kingdom
$8.13M +$261K +1,173 +3%
CS
559
Cannell & Spears
New York
$8.04M -$139K -626 -2%
SIA
560
Sit Investment Associates
Minnesota
$8.01M -$445K -2,000 -5%
AHC
561
Anderson Hoagland & Co
Missouri
$8.01M +$3.95M +17,721 +99%
EDRH
562
Edmond de Rothschild Holding
Switzerland
$7.99M -$1.46M -6,573 -15%
AIP
563
Ameritas Investment Partners
Nebraska
$7.98M -$179K -803 -2%
SPC
564
Sigma Planning Corp
Michigan
$7.94M +$439K +1,972 +6%
RBC
565
Romano Brothers & Co
Illinois
$7.93M -$111K -497 -1%
GIM
566
Goelzer Investment Management
Indiana
$7.89M -$150K -674 -2%
I
567
InvesTrust
Oklahoma
$7.85M +$7.95M +35,691 New
LIM
568
Lathrop Investment Management
Arkansas
$7.84M -$201K -903 -2%
NAAA
569
New Age Alpha Advisors
New York
$7.83M +$7.93M +35,603 New
Wolverine Trading
570
Wolverine Trading
Illinois
$7.82M +$6.62M +29,721 +513%
CBTWT
571
Community Bank & Trust (Waco, Texas)
Texas
$7.82M +$62.1K +279 +0.8%
BFG
572
Berger Financial Group
Minnesota
$7.77M +$50.6K +227 +0.6%
PCIA
573
Prime Capital Investment Advisors
Kansas
$7.75M -$173K -775 -2%
VanEck Associates
574
VanEck Associates
New York
$7.74M -$36.7M -164,743 -82%
DWM
575
Dorchester Wealth Management
Quebec, Canada
$7.66M -$2.65M -11,910 -25%

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.