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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
LPL Financial
51
LPL Financial
California
$289M +$17.1M +76,889 +6%
LSV Asset Management
52
LSV Asset Management
Illinois
$271M -$58M -260,410 -17%
ProShare Advisors
53
ProShare Advisors
Maryland
$269M -$10.5M -47,067 -4%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$261M +$42M +188,714 +19%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$260M -$386K -1,731 -0.1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$260M +$1.31M +5,897 +0.5%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$259M -$36.1M -162,182 -12%
Canada Life
58
Canada Life
Manitoba, Canada
$257M -$24.5M -109,854 -9%
Principal Financial Group
59
Principal Financial Group
Iowa
$238M -$2.95M -13,225 -1%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$226M +$55.5M +249,361 +32%
WIM
61
Waverton Investment Management
United Kingdom
$225M +$3.37M +15,129 +2%
Swedbank
62
Swedbank
Sweden
$220M -$6.61M -29,678 -3%
UE
63
Unisphere Establishment
Liechtenstein
$220M +$66.8M +300,000 +43%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$205M -$32M -143,800 -13%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$200M +$28.6M +128,615 +17%
AQR Capital Management
66
AQR Capital Management
Connecticut
$197M -$47.7M -214,139 -19%
Citigroup
67
Citigroup
New York
$196M -$27.4M -123,189 -12%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$192M -$3.38M -15,178 -2%
BGIM
69
Brandywine Global Investment Management
Pennsylvania
$189M -$7.59M -34,101 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$182M +$180M +808,300 +4,103%
Truist Financial
71
Truist Financial
North Carolina
$178M +$11M +49,591 +7%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$175M -$7.46M -33,485 -4%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$171M -$52.2M -234,499 -23%
EIP
74
Epoch Investment Partners
New York
$170M -$13.2M -59,095 -7%
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
$170M -$16.8M -75,347 -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.