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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
BJL
751
Brighton Jones LLC
Washington
$4.62M +$517K +2,323 +12%
BTI
752
Blue Trust Inc
Georgia
$4.61M +$595K +2,673 +15%
SCM
753
Stonebridge Capital Management
California
$4.6M -$77.9K -350 -2%
BB
754
Busey Bank
Illinois
$4.59M -$57.5K -258 -1%
OPA
755
Old Port Advisors
Maine
$4.59M +$127K +570 +3%
MFG
756
Merit Financial Group
Georgia
$4.58M +$789K +3,544 +21%
NP
757
NorthRock Partners
Minnesota
$4.57M +$272K +1,223 +6%
GT
758
Greenleaf Trust
Michigan
$4.53M +$245K +1,102 +6%
HA
759
Herold Advisors
New York
$4.52M -$29.8K -134 -0.6%
AF
760
Atala Financial
California
$4.52M +$4.58M +20,547 New
SFG
761
Socha Financial Group
New York
$4.5M +$11.1K +50 +0.2%
CTA
762
Chesley Taft & Associates
Illinois
$4.5M +$520K +2,337 +13%
NFG
763
Nations Financial Group
Iowa
$4.49M +$184K +824 +4%
RBA
764
Richard Bernstein Advisors
New York
$4.49M
BOCM
765
Bontempo Ohly Capital Management
Maryland
$4.43M -$84.9K -381 -2%
BP
766
Ballentine Partners
Massachusetts
$4.42M +$243K +1,091 +6%
SWMG
767
Signature Wealth Management Group
Georgia
$4.42M -$207K -929 -4%
GPTE
768
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.42M
PAS
769
Park Avenue Securities
New York
$4.4M +$563K +2,529 +14%
NWM
770
Northcape Wealth Management
New York
$4.4M -$258K -1,157 -5%
NSEDCP
771
NJ State Employees Deferred Compensation Plan
New Jersey
$4.4M
CPIG
772
Chicago Partners Investment Group
Illinois
$4.4M +$895K +4,019 +26%
CRIG
773
Charter Research & Investment Group
Connecticut
$4.37M -$36.5K -164 -0.8%
JWCA
774
J.W. Coons Advisors
Ohio
$4.35M +$43.9K +197 +1%
Fayez Sarofim & Co
775
Fayez Sarofim & Co
Texas
$4.29M

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.