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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
WSCM
801
Wellington Shields Capital Management
New York
$4.05M +$73.1M +328,445 +1,803%
ETC
802
Exchange Traded Concepts
Oklahoma
$4.05M -$10.6M -47,456 -72%
NAM
803
NTV Asset Management
West Virginia
$4.04M -$89.8K -403 -2%
CIAS
804
Capital Investment Advisory Services
North Carolina
$4.03M -$79.1K -355 -2%
Fisher Asset Management
805
Fisher Asset Management
Washington
$4.02M +$640K +2,872 +19%
SFI
806
SPC Financial Inc
Maryland
$4.01M +$256K +1,148 +7%
DWA
807
Douglass Winthrop Advisors
New York
$4.01M +$92.2K +414 +2%
FFA
808
Farther Finance Advisors
California
$4.01M +$371K +1,668 +10%
PCMK
809
Paragon Capital Management (Kansas)
Kansas
$3.98M -$50.8K -228 -1%
ZF
810
Zhang Financial
Michigan
$3.97M +$153K +686 +4%
CWM
811
C2C Wealth Management
Arizona
$3.96M
PI
812
Pettee Investors
Connecticut
$3.95M +$30.1K +135 +0.8%
AWA
813
Arkadios Wealth Advisors
Georgia
$3.95M -$167K -749 -4%
VT
814
Vise Technologies
New York
$3.93M +$753K +3,380 +23%
MAM
815
Mystic Asset Management
Rhode Island
$3.93M +$2.34M +10,507 +143%
AG
816
AIA Group
Hong Kong
$3.92M -$3.34K -15 -0.1%
EF
817
Exeter Financial
Arizona
$3.92M -$29.6K -133 -0.7%
DT
818
Diversified Trust
Tennessee
$3.9M +$405K +1,820 +11%
CIA
819
Citadel Investment Advisory
Ohio
$3.9M +$20K +90 +0.5%
ECM
820
EagleClaw Capital Management
Massachusetts
$3.89M +$127K +570 +3%
PCA
821
Providence Capital Advisors
North Carolina
$3.88M +$79.7K +358 +2%
TPCW
822
TD Private Client Wealth
New York
$3.88M -$64.4K -289 -2%
OIAM
823
OFI Invest Asset Management
France
$3.87M +$4.06M +18,231 New
ANTB
824
AMG National Trust Bank
Colorado
$3.87M -$31.2K -140 -0.8%
PS
825
Principal Securities
Iowa
$3.86M +$433K +1,946 +12%

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.