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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
PA
676
Profund Advisors
Maryland
$5.45M +$380K +1,936 +9%
SWM
677
Silverlake Wealth Management
Vermont
$5.44M +$103K +523 +2%
LF
678
Longbow Finance
Switzerland
$5.43M +$1.78M +9,087 +59%
OBAM
679
ODDO BHF Asset Management
France
$5.4M +$4.79M +24,406 New
FNT
680
First Nebraska Trust
Nebraska
$5.37M -$109K -555 -2%
HDIM
681
Hanson & Doremus Investment Management
Vermont
$5.36M -$83.3K -425 -2%
MS
682
Maven Securities
Jersey
$5.35M -$3.35M -17,084 -41%
CPC
683
Consolidated Planning Corp
Georgia
$5.34M +$4.73M +24,147 New
CAM
684
Claret Asset Management
Quebec, Canada
$5.34M -$50.6K -258 -1%
ACM
685
AlphaStar Capital Management
North Carolina
$5.32M +$415K +2,115 +10%
Members Trust
686
Members Trust
Florida
$5.32M -$244K -1,242 -5%
CTC
687
Central Trust Company
Missouri
$5.31M -$212K -1,080 -4%
KCPG
688
Kavar Capital Partners Group
Kansas
$5.3M -$127K -650 -3%
BBA
689
BLB&B Advisors
Pennsylvania
$5.29M +$43.5K +222 +0.9%
WCM
690
Windward Capital Management
California
$5.29M +$39.6K +202 +0.9%
FSA
691
Financial Sense Advisors
California
$5.28M -$12.7K -65 -0.3%
SYBT
692
Stock Yards Bank & Trust
Kentucky
$5.27M -$137K -697 -3%
SBH
693
Segall Bryant & Hamill
Illinois
$5.24M +$4.65M +23,691 New
WP
694
WealthPLAN Partners
Nebraska
$5.23M -$1.09M -5,571 -19%
ACM
695
Argyle Capital Management
Pennsylvania
$5.21M -$206K -1,050 -4%
AFG
696
Atomi Financial Group
New York
$5.15M +$304K +1,548 +7%
CG
697
Caprock Group
Idaho
$5.13M +$376K +1,920 +9%
PJWM
698
Philip James Wealth Mangement
Georgia
$5.12M +$4.54M +23,147 New
SCA
699
STALEY CAPITAL ADVISERS
Pennsylvania
$5.11M – – –
CCP
700
Cunning Capital Partners
North Carolina
$5.08M – – –
26 27
28
29 30

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.