We are live on ! Find out more

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
PWMAG
851
Pinnacle Wealth Management Advisory Group
New Jersey
$3.67M -$255K -1,146 -6%
BSB
852
Bangor Savings Bank
Maine
$3.67M -$38.8K -174 -1%
TCOT
853
Trust Company of Toledo
Ohio
$3.64M -$24.7K -111 -0.7%
NGA
854
Naples Global Advisors
Florida
$3.64M +$34.7K +156 +1%
AIS
855
American Investment Services
Massachusetts
$3.63M -$1.07M -4,801 -23%
PT
856
Plimoth Trust
Massachusetts
$3.62M -$66.8K -300 -2%
FMB
857
Field & Main Bank
Kentucky
$3.62M
CRWM
858
Castle Rock Wealth Management
California
$3.6M +$187K +841 +7%
ST
859
Spinnaker Trust
Maine
$3.59M -$25.6K -115 -0.7%
CRI
860
Commonwealth Retirement Investments
Virginia
$3.59M +$102K +456 +3%
SCA
861
St. Clair Advisors
Ohio
$3.58M
BCM
862
Brookstone Capital Management
Illinois
$3.58M -$57.7K -259 -2%
UIC
863
Uniplan Investment Counsel
Wisconsin
$3.58M +$86.6K +389 +2%
ATPW
864
Ashton Thomas Private Wealth
Arizona
$3.56M +$1.62M +7,290 +82%
VSQM
865
V-Square Quantitative Management
Illinois
$3.54M +$38.1K +171 +1%
GCC
866
Game Creek Capital
Massachusetts
$3.53M -$490K -2,200 -12%
LNB
867
Ledyard National Bank
$3.52M +$384K +1,724 +12%
1WA
868
180 Wealth Advisors
Washington
$3.52M -$130K -585 -4%
IWM
869
IHT Wealth Management
Illinois
$3.52M -$855K -3,837 -19%
GC
870
Grimes & Company
Massachusetts
$3.51M +$14.5K +65 +0.4%
LFG
871
Larson Financial Group
Missouri
$3.51M +$269K +1,209 +8%
ERIC
872
Eagle Rock Investment Company
Georgia
$3.5M
ABC
873
Associated Banc-Corp
Wisconsin
$3.5M -$510K -2,291 -13%
UCMOK
874
United Capital Management of KS
Kansas
$3.5M -$70.4K -316 -2%
MWM
875
Mission Wealth Management
California
$3.49M -$1.4M -6,276 -28%

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.