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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
NMIMC
626
Northwestern Mutual Investment Management Company
Wisconsin
$6.45M +$36.5K +164 +0.6%
Capstone Investment Advisors
627
Capstone Investment Advisors
New York
$6.43M +$5.72M +25,665 +712%
LFAS
628
Level Four Advisory Services
Texas
$6.38M -$208K -936 -3%
RA
629
RFG Advisory
Alabama
$6.36M +$234K +1,049 +4%
VST
630
Van Strum & Towne
California
$6.36M +$474K +2,130 +8%
CICC
631
Capital Investment Counsel (Colorado)
Colorado
$6.36M +$340K +1,526 +6%
FMI
632
Factory Mutual Insurance
Massachusetts
$6.33M
AGC
633
Aspen Grove Capital
Colorado
$6.33M +$11.6K +52 +0.2%
LOAMS
634
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.29M +$631K +2,832 +11%
RFM
635
Royal Fund Management
Florida
$6.27M -$7.13M -32,010 -53%
SIA
636
SGL Investment Advisors
Montana
$6.26M +$614K +2,758 +13%
TAM
637
Tocqueville Asset Management
New York
$6.24M -$48.8K -219 -0.8%
KWM
638
Kingsview Wealth Management
Oregon
$6.22M +$732K +3,287 +13%
KCP
639
Kera Capital Partners
California
$6.19M +$6.28M +28,180 New
CSP
640
Cary Street Partners
Virginia
$6.19M +$6.27M +28,152 New
PCG
641
Prosperity Consulting Group
Maryland
$6.18M -$33K -148 -0.5%
FCMA
642
Foresight Capital Management Advisors
Michigan
$6.17M +$34.7K +156 +0.6%
WTC
643
WhitTier Trust Company
Nevada
$6.13M -$33.6K -151 -0.5%
IMC Chicago
644
IMC Chicago
Illinois
$6.11M +$6.19M +27,778 New
TCM
645
Tufton Capital Management
Maryland
$6.1M -$55.5K -249 -0.9%
FCA
646
FLC Capital Advisors
California
$6.1M -$38.8K -174 -0.6%
HI
647
Horizon Investments
North Carolina
$6.08M +$130K +583 +2%
WANY
648
Wealthspire Advisors (New York)
New York
$6.06M +$276K +1,241 +5%
AC
649
Allstate Corporation
Illinois
$6.02M +$6.1M +27,383 New
EFMC
650
Empire Financial Management Company
New York
$6.01M -$612K -2,748 -9%

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.