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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
BB
726
Busey Bank
Illinois
$4.67M -$709K -3,618 -15%
SWMG
727
Signature Wealth Management Group
Georgia
$4.65M +$59.2K +302 +1%
CYG
728
Clean Yield Group
Vermont
$4.63M -$294K -1,498 -7%
MCM
729
Mengis Capital Management
Oregon
$4.61M -$265K -1,349 -6%
MYIA
730
Mount Yale Investment Advisors
Colorado
$4.6M -$513K -2,615 -11%
PWM
731
Perigon Wealth Management
California
$4.59M -$2.19M -11,176 -35%
HA
732
Herold Advisors
New York
$4.58M +$9.41K +48 +0.2%
BOCM
733
Bontempo Ohly Capital Management
Maryland
$4.54M -$41.8K -213 -1%
SIA
734
SGL Investment Advisors
Montana
$4.53M +$4.25M +21,699 New
SSA
735
Schonfeld Strategic Advisors
New York
$4.52M -$322K -1,640 -7%
SFWA
736
Summit Financial Wealth Advisors
Louisiana
$4.52M – – –
SFG
737
Socha Financial Group
New York
$4.51M – – –
RBA
738
Richard Bernstein Advisors
New York
$4.51M +$4M +20,409 New
SFCL
739
Strengthening Families & Communities LLC
Massachusetts
$4.49M +$109K +555 +3%
OPA
740
Old Port Advisors
Maine
$4.49M -$51K -260 -1%
GLA
741
Good Life Advisors
Pennsylvania
$4.46M +$2.02M +10,304 +104%
GPTE
742
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.45M – – –
PCTC
743
Perkins Coie Trust Company
Washington
$4.44M -$124K -631 -3%
CRIG
744
Charter Research & Investment Group
Connecticut
$4.43M +$9.41K +48 +0.2%
NSEDCP
745
NJ State Employees Deferred Compensation Plan
New Jersey
$4.42M – – –
FPAS
746
Focus Partners Advisor Solutions
Missouri
$4.39M +$530K +2,703 +16%
IWM
747
IHT Wealth Management
Illinois
$4.38M +$849K +4,332 +28%
CWM
748
Congress Wealth Management
Massachusetts
$4.36M +$1.47M +7,490 +61%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
749
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.36M +$3.86M +19,700 New
NFG
750
Nations Financial Group
Iowa
$4.34M +$349K +1,780 +10%
28 29
30
31 32

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.