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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
HWAM
676
Hennion & Walsh Asset Management
New Jersey
$5.64M -$497K -2,230 -8%
BCWM
677
Bartlett & Co Wealth Management
Ohio
$5.57M -$61.7K -277 -1%
KC
678
Kinloch Capital
Virginia
$5.56M -$6.9K -31 -0.1%
GRP
679
Global Retirement Partners
California
$5.55M -$30.5K -137 -0.5%
AFG
680
Atomi Financial Group
New York
$5.55M +$433K +1,943 +8%
JHCP
681
Jackson Hole Capital Partners
Oklahoma
$5.51M -$4.23K -19 -0.1%
SHFA
682
SS&H Financial Advisors
Michigan
$5.51M -$15.6K -70 -0.3%
CTC
683
Central Trust Company
Missouri
$5.5M +$226K +1,016 +4%
VRM
684
Vectors Research Management
New York
$5.5M -$320K -1,439 -5%
GCM
685
Garland Capital Management
Washington
$5.5M -$166K -745 -3%
WAM
686
Weiss Asset Management
Massachusetts
$5.49M +$5.56M +24,961 New
CPC
687
Consolidated Planning Corp
Georgia
$5.48M +$171K +766 +3%
HCM
688
Hilton Capital Management
New York
$5.47M +$5.54M +24,897 New
KA
689
Kintegral Advisory
New York
$5.4M -$255K -1,145 -4%
HH
690
Hilltop Holdings
Texas
$5.39M -$574K -2,579 -10%
SYBT
691
Stock Yards Bank & Trust
Kentucky
$5.38M +$140K +627 +3%
WSC
692
Wellington Shields & Co
New York
$5.32M -$195K -875 -3%
ACM
693
Altrius Capital Management
North Carolina
$5.31M -$186K -835 -3%
SWM
694
Silverlake Wealth Management
Vermont
$5.3M -$110K -496 -2%
FNT
695
First Nebraska Trust
Nebraska
$5.3M -$36.5K -164 -0.7%
Luther King Capital Management (LKCM)
696
Luther King Capital Management (LKCM)
Texas
$5.29M -$217K -975 -4%
SCM
697
Sterling Capital Management
North Carolina
$5.28M -$910K -4,084 -15%
BBNA
698
Bremer Bank National Association
Minnesota
$5.28M -$298K -1,338 -5%
CAM
699
Claret Asset Management
Quebec, Canada
$5.26M -$49.9K -224 -0.9%
Members Trust
700
Members Trust
Florida
$5.23M -$64.8K -291 -1%

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.