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IBM

2,931 hedge funds and large institutions have $125B invested in IBM in 2024 Q3 according to their latest regulatory filings, with 295 funds opening new positions, 1,132 increasing their positions, 1,099 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 295 | Existing positions closed: 88

78% more funds holding in top 10

Funds holding in top 10: 49 → 87 (+38)

51% more call options, than puts

Call options by funds: $4.17B | Put options by funds: $2.75B

31% more capital invested

Capital invested by funds: $95B → $125B (+$29.7B)

6% more funds holding

Funds holding: 2,754 → 2,931 (+177)

1.66% more ownership

Funds ownership: 59.84% → 61.5% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 1,132 | Existing positions reduced: 1,099

Holders
2,931
Holders Change
+177
Holders Change %
+6.43%
% of All Funds
42.09%
Holding in Top 10
87
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+77.55%
% of All Funds
1.25%
New
295
Increased
1,132
Reduced
1,099
Closed
88
Calls
$4.17B
Puts
$2.75B
Net Calls
+$1.41B
Net Calls Change
+$840M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$878M
2
IAIM
International Assets Investment Management
Florida
+$530M
3
Holocene Advisors
Holocene Advisors
New York
+$508M
4
BlackRock
BlackRock
New York
+$426M
5
Norges Bank
Norges Bank
Norway
+$337M

Top Sellers

1
Amundi
Amundi
France
-$246M
2
APG Asset Management
APG Asset Management
Netherlands
-$157M
3
SG Americas Securities
SG Americas Securities
New York
-$136M
4
PCM
Penserra Capital Management
California
-$112M
5
SFC
Strategic Financial Concepts
Texas
-$92M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
601
Foundations Investment Advisors
Arizona
$6.7M +$319K +1,626 +6%
LA
602
Lifeworks Advisors
Michigan
$6.69M +$1.28M +6,513 +27%
GF
603
Gabelli Funds
New York
$6.67M -$369K -1,880 -6%
HC
604
Hourglass Capital
Texas
$6.65M -$87.3K -445 -1%
EFMC
605
Empire Financial Management Company
New York
$6.65M -$590K -3,011 -9%
PSP
606
Principal Street Partners
Tennessee
$6.65M -$1.29M -6,583 -18%
SA
607
Shilanski & Associates
Alaska
$6.62M -$152K -774 -3%
MIF
608
Mediolanum International Funds
Ireland
$6.57M -$1.04M -5,293 -15%
BE
609
Bonness Enterprises
District of Columbia
$6.54M – – –
PA
610
Parallel Advisors
California
$6.53M +$179K +913 +3%
CSPIA
611
Cary Street Partners Investment Advisory
Virginia
$6.49M -$31.2K -159 -0.5%
NMIMC
612
Northwestern Mutual Investment Management Company
Wisconsin
$6.45M -$7.45K -38 -0.1%
MMM
613
Mendel Money Management
Illinois
$6.43M -$267K -1,364 -4%
FMI
614
Factory Mutual Insurance
Massachusetts
$6.37M – – –
AGC
615
Aspen Grove Capital
Colorado
$6.36M -$196 -1 -0%
CPA
616
Capital Planning Advisors
California
$6.34M +$132K +675 +2%
HIC
617
Holderness Investments Company
North Carolina
$6.33M +$282K +1,439 +5%
TAM
618
Tocqueville Asset Management
New York
$6.33M -$1.26M -6,430 -18%
PAM
619
Panagora Asset Management
Massachusetts
$6.3M +$1.11M +5,644 +25%
PCG
620
Prosperity Consulting Group
Maryland
$6.25M +$350K +1,787 +7%
SCM
621
Sterling Capital Management
North Carolina
$6.21M +$5.51M +28,091 New
WTC
622
WhitTier Trust Company
Nevada
$6.2M +$48.2K +246 +0.9%
LFAS
623
Level Four Advisory Services
Texas
$6.19M -$2.44M -12,434 -29%
TCM
624
Tufton Capital Management
Maryland
$6.19M -$142K -725 -3%
FCMA
625
Foresight Capital Management Advisors
Michigan
$6.17M +$380K +1,940 +7%
23 24
25
26 27

IBM Hedge Fund Activity: Q3 2024 in Review

2,931 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2024, worth a combined $125B — up 31% from $95B a quarter earlier.

Buyers outnumbered sellers: 295 funds opened new IBM positions and 88 closed out — a net gain of 207 holders — while 1,132 added to existing stakes and 1,099 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $878M. The largest seller was Amundi, cutting an estimated $246M.

  • 2,931 institutional investors held IBM (IBM) as of Q3 2024, up from 2,754 in Q2 2024.
  • Funds reported $125B of IBM stock for Q3 2024, up 31% quarter-over-quarter.
  • 295 funds opened new IBM positions in Q3 2024 and 88 closed out, a net change of +207 holders.
  • The largest IBM buyer in Q3 2024 was JP Morgan Chase, an estimated $878M added.
  • The largest IBM seller in Q3 2024 was Amundi, an estimated $246M sold.

Based on aggregated 13F filings for Q3 2024.