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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
SWP
701
Sagespring Wealth Partners
Tennessee
$5.23M +$5.29M +23,771 New
ACM
702
Argyle Capital Management
Pennsylvania
$5.22M +$40.8K +183 +0.8%
CG
703
Caprock Group
Idaho
$5.22M +$117K +526 +2%
SBH
704
Segall Bryant & Hamill
Illinois
$5.21M
SFWA
705
Summit Financial Wealth Advisors
Louisiana
$5.2M -$111K -500 -2%
WCM
706
Windward Capital Management
California
$5.2M -$59.9K -269 -1%
FSA
707
Financial Sense Advisors
California
$5.18M -$73.9K -332 -1%
HC
708
Hourglass Capital
Texas
$5.17M -$1.47M -6,590 -22%
KCPG
709
Kavar Capital Partners Group
Kansas
$5.16M -$119K -535 -2%
SF
710
Summit Financial
New Jersey
$5.14M +$2.09M +9,393 +67%
LSA
711
Leonteq Securities AG
Switzerland
$5.13M +$1.75M +7,873 +51%
PVI
712
Pine Valley Investments
New Jersey
$5.12M +$428K +1,924 +9%
IA
713
IFP Advisors
Florida
$5.11M +$372K +1,670 +8%
WI
714
Wahed Invest
New York
$5.1M +$5.17M +23,221 New
S
715
SignatureFD
Georgia
$5.07M +$785K +3,524 +18%
ACG
716
Allen Capital Group
Nebraska
$5.06M +$172K +771 +3%
CCP
717
Cunning Capital Partners
North Carolina
$5.05M
CAG
718
Crestwood Advisors Group
Massachusetts
$5.03M +$167K +749 +3%
SCA
719
STALEY CAPITAL ADVISERS
Pennsylvania
$5.01M -$66.8K -300 -1%
JPMIA
720
J.P. Marvel Investment Advisors
Massachusetts
$4.99M -$53.5K -240 -1%
Bank Julius Baer & Co
721
Bank Julius Baer & Co
Switzerland
$4.99M +$1.16M +5,194 +34%
RIA
722
Regal Investment Advisors
Michigan
$4.99M +$108K +485 +2%
FNB
723
Farmers National Bank
Kentucky
$4.99M +$5.05M +22,678 New
NEAM
724
New England Asset Management
Connecticut
$4.98M -$2.34M -10,520 -32%
EWM
725
Elevatus Welath Management
New York
$4.96M -$2.25M -10,107 -31%

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.