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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
ClearBridge Investments
576
ClearBridge Investments
New York
$7.65M -$1.33M -5,970 -15%
ATIA
577
American Trust Investment Advisors
New Hampshire
$7.64M +$203K +911 +3%
BP
578
BNP Paribas
France
$7.58M -$82.4K -370 -6%
SPG
579
Strategic Planning Group
Utah
$7.55M +$128K +574 +2%
EFS
580
Essex Financial Services
Connecticut
$7.51M -$356K -1,600 -4%
Dodge & Cox
581
Dodge & Cox
California
$7.5M -$33.4K -150 -0.4%
CDDEC
582
Caisse Des Depots Et Consignations
France
$7.49M +$7.59M +34,085 New
XF
583
XML Financial
Maryland
$7.49M -$82.6K -371 -1%
FTA
584
Financial & Tax Architects
Missouri
$7.42M -$302K -1,354 -4%
LA
585
Lifeworks Advisors
Michigan
$7.33M +$686K +3,082 +10%
MCM
586
Maytus Capital Management
New York
$7.25M +$7.35M +33,000 New
FMWA
587
Forvis Mazars Wealth Advisors
Missouri
$7.23M -$183K -820 -2%
GIC
588
Generali Investments CEE
Czech Republic
$7.21M +$7.31M +32,820 New
IIM
589
Intact Investment Management
Quebec, Canada
$7.19M -$3.1M -13,900 -30%
CCMT
590
CMT Capital Markets Trading
Germany
$7.14M +$5.65M +25,390 +357%
MPM
591
Meritage Portfolio Management
Kansas
$7.1M -$1.1M -4,940 -13%
SVWAG
592
Sound View Wealth Advisors Group
Georgia
$7M +$235K +1,057 +3%
SFS
593
Sowell Financial Services
Arkansas
$6.97M +$143K +641 +2%
EB
594
Eastern Bank
Massachusetts
$6.93M +$2.02M +9,091 +40%
CNBT
595
Canandaigua National Bank & Trust
New York
$6.93M -$56.3K -253 -0.8%
AAM
596
AR Asset Management
California
$6.91M
BFG
597
Bleakley Financial Group
New Jersey
$6.91M +$23.2K +104 +0.3%
LSA
598
L & S Advisors
California
$6.91M -$2.53M -11,370 -27%
BFF
599
Byrne Financial Freedom
Massachusetts
$6.89M +$6.98M +31,342 New
KFP
600
KMG Fiduciary Partners
Ohio
$6.86M -$29.6K -133 -0.4%

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.