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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
JPMIA
701
J.P. Marvel Investment Advisors
Massachusetts
$5.07M -$19.6K -100 -0.4%
VWM
702
Valley Wealth Managers
New Jersey
$5.07M -$125K -639 -3%
MFIM
703
Mesirow Financial Investment Management
Illinois
$5.04M -$301K -1,535 -6%
SCA
704
Stonebridge Capital Advisors
Minnesota
$4.99M -$50.2K -256 -1%
MCC
705
Money Concepts Capital
Florida
$4.97M -$135K -691 -3%
EB
706
Eastern Bank
Massachusetts
$4.96M +$4.11M +20,949 +1,393%
MWM
707
Modera Wealth Management
New Jersey
$4.96M +$572K +2,915 +15%
WTA
708
Washington Trust Advisors
Massachusetts
$4.94M +$3.53K +18 +0.1%
ACG
709
Allen Capital Group
Nebraska
$4.92M +$80K +408 +2%
BBA
710
Baader Bank Aktiengesellschaft
Germany
$4.92M -$101K -516 -2%
RIA
711
Regal Investment Advisors
Michigan
$4.91M +$641K +3,270 +17%
VFM
712
Viking Fund Management
North Dakota
$4.91M – – –
CAMG
713
CWA Asset Management Group
Florida
$4.9M +$4.34M +22,150 New
MWM
714
Mission Wealth Management
California
$4.9M +$51.4K +262 +1%
CAG
715
Crestwood Advisors Group
Massachusetts
$4.89M +$1.38M +7,044 +47%
XT
716
XTX Topco
Cayman Islands
$4.85M +$4.3M +21,923 New
IA
717
IFP Advisors
Florida
$4.77M +$258K +1,318 +7%
NLP
718
Next Level Private
New York
$4.76M +$11.6K +59 +0.3%
RIL
719
Rothschild Investment LLC
Illinois
$4.74M -$17.1K -87 -0.4%
PVI
720
Pine Valley Investments
New Jersey
$4.73M -$139K -710 -3%
SFI
721
Siemens Fonds Invest
Germany
$4.72M +$14.9K +76 +0.4%
AIS
722
American Investment Services
Massachusetts
$4.71M +$673K +3,430 +19%
SCM
723
Stonebridge Capital Management
California
$4.7M -$68.6K -350 -2%
NWM
724
Northcape Wealth Management
New York
$4.68M -$7.84K -40 -0.2%
USAA
725
United Services Automobile Association
Texas
$4.68M -$897K -4,576 -18%
27 28
29
30 31

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.