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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
AM
826
AGF Management
Ontario, Canada
$3.86M +$70.2K +315 +2%
FPW
827
Fairvoy Private Wealth
Alabama
$3.86M +$3.91M +17,560 New
MAS
828
Meeder Advisory Services
Ohio
$3.85M +$371K +1,665 +11%
LNWWM
829
Laird Norton Wetherby Wealth Management
California
$3.82M -$156K -702 -4%
WIA
830
World Investment Advisors
California
$3.81M +$1.06M +4,740 +38%
NEWAS
831
N.E.W. Advisory Services
Wisconsin
$3.81M -$26.9K -121 -0.7%
HSA
832
HBK Sorce Advisory
Pennsylvania
$3.8M -$20.7K -93 -0.5%
KWA
833
Kingswood Wealth Advisors
California
$3.79M +$387K +1,739 +11%
MCM
834
Mengis Capital Management
Oregon
$3.78M -$813K -3,650 -18%
WFMPM
835
Woodley Farra Manion Portfolio Management
Indiana
$3.76M +$136K +611 +4%
IC
836
IEQ Capital
California
$3.76M -$5.47M -24,561 -59%
ITC
837
Inspire Trust Company
Nevada
$3.74M +$106K +475 +3%
IFG
838
Independent Financial Group
California
$3.74M +$24.1K +108 +0.6%
JIC
839
Joel Isaacson & Co
New York
$3.73M +$86.9K +390 +2%
ADL
840
Asset Dedication LLC
California
$3.73M -$1.84M -8,255 -33%
SC
841
Stolper & Co
Oklahoma
$3.73M -$4.01K -18 -0.1%
FDS
842
First Dallas Securities
Texas
$3.71M -$514K -2,309 -12%
JIP
843
Jaffetilchin Investment Partners
Florida
$3.71M +$61.5K +276 +2%
SCI
844
S&CO Inc
Massachusetts
$3.71M
LWL
845
Leo Wealth LLC
Texas
$3.71M -$596K -2,674 -14%
ACA
846
Atlas Capital Advisors
Wyoming
$3.7M -$34.7K -156 -0.9%
VNIM
847
Vaughan Nelson Investment Management
Texas
$3.69M
SAM
848
Shell Asset Management
Netherlands
$3.68M -$602K -2,701 -14%
BHA
849
Beech Hill Advisors
New York
$3.68M -$39K -175 -1%
SIG
850
Sky Investment Group
Connecticut
$3.67M -$5.57K -25 -0.1%

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.