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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
WP
776
Westmount Partners
California
$4.27M -$8.46K -38 -0.2%
RWMG
777
Redwood Wealth Management Group
New Jersey
$4.24M -$37.6K -169 -0.9%
LIM
778
Leavell Investment Management
Alabama
$4.21M +$150K +672 +4%
NC
779
NovaPoint Capital
Georgia
$4.21M -$1.64M -7,344 -28%
GI
780
GAMCO Investors
Connecticut
$4.19M -$114K -514 -3%
AWM
781
Axxcess Wealth Management
California
$4.17M +$293K +1,315 +7%
CCG
782
Cypress Capital Group
Florida
$4.17M -$92.6K -416 -2%
MWM
783
Moran Wealth Management
Florida
$4.17M +$112K +504 +3%
CAIM
784
Catherine Avery Investment Management
Florida
$4.16M +$4.22M +18,936 New
JWCA
785
J.W. Cole Advisors
Florida
$4.16M -$23.2K -104 -0.5%
PCTC
786
Perkins Coie Trust Company
Washington
$4.16M -$259K -1,164 -6%
VVP
787
Venture Visionary Partners
Ohio
$4.15M +$349K +1,567 +9%
ISL
788
Ingalls & Snyder LLC
New York
$4.14M +$43.9K +197 +1%
ST
789
Smithfield Trust
Pennsylvania
$4.14M -$22.3K -100 -0.5%
VCA
790
Verdence Capital Advisors
Maryland
$4.12M -$76.4K -343 -2%
MP
791
McDonald Partners
Ohio
$4.12M +$73.3K +329 +2%
CAM
792
Carret Asset Management
New York
$4.11M -$157K -704 -4%
HTC
793
Haverford Trust Company
Pennsylvania
$4.1M +$117K +525 +3%
BC
794
Burney Company
Virginia
$4.1M +$75.1K +337 +2%
WAP
795
Wealthcare Advisory Partners
Pennsylvania
$4.09M +$13.6K +61 +0.3%
AIA
796
AIMZ Investment Advisors
California
$4.09M -$44.1K -198 -1%
FRA
797
Frank Rimerman Advisors
California
$4.07M +$2.23K +10 +0.1%
AW
798
Atlas Wealth
Ohio
$4.07M
AI
799
AXS Investments
New York
$4.06M -$10.7K -48 -0.3%
MA
800
Montag & Associates
Georgia
$4.06M +$22.3K +100 +0.5%

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.