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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
DF
776
Donoghue Forlines
Massachusetts
$4.12M +$186K +947 +5%
WAP
777
Wealthcare Advisory Partners
Pennsylvania
$4.1M +$359K +1,831 +11%
AW
778
Atlas Wealth
Ohio
$4.1M -$3.66M -18,669 -50%
AI
779
AXS Investments
New York
$4.1M -$806K -4,110 -18%
FRA
780
Frank Rimerman Advisors
California
$4.1M -$696K -3,548 -16%
LIM
781
Leavell Investment Management
Alabama
$4.09M +$883K +4,505 +32%
MWM
782
Moran Wealth Management
Florida
$4.08M +$49.2K +251 +1%
MP
783
McDonald Partners
Ohio
$4.07M +$42.2K +215 +1%
Hudson Bay Capital Management
784
Hudson Bay Capital Management
Connecticut
$4.06M +$3.6M +18,381 New
RAM
785
Riggs Asset Management
Pennsylvania
$4.06M -$2.09M -10,638 -37%
MA
786
Montag & Associates
Georgia
$4.06M -$5.1K -26 -0.1%
PCMK
787
Paragon Capital Management (Kansas)
Kansas
$4.06M -$66.5K -339 -2%
WIS
788
Wright Investors Service
Connecticut
$4.05M -$66.5K -339 -2%
AHC
789
Anderson Hoagland & Co
Missouri
$4.05M +$3.51M +17,919 New
BC
790
Burney Company
Virginia
$4.05M -$65.7K -335 -2%
GCC
791
Game Creek Capital
Massachusetts
$4.03M -$4.11M -20,951 -53%
Bank Julius Baer & Co
792
Bank Julius Baer & Co
Switzerland
$4.03M -$780K -3,977 -21%
WSCM
793
Wellington Shields Capital Management
New York
$4.03M – – –
ABC
794
Associated Banc-Corp
Wisconsin
$4.03M -$13.7K -70 -0.4%
HTC
795
Haverford Trust Company
Pennsylvania
$4.01M +$196 +1 +0%
CTA
796
Chesley Taft & Associates
Illinois
$4.01M +$225K +1,150 +7%
EFM
797
E Fund Management
China
$4M +$607K +3,097 +21%
LNWWM
798
Laird Norton Wetherby Wealth Management
California
$4M -$35.9K -183 -1%
SCM
799
Sage Capital Management
New Jersey
$3.99M +$17.6K +90 +0.5%
EF
800
Exeter Financial
Arizona
$3.97M -$56.9K -290 -2%
30 31
32
33 34

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.