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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
CFGS
876
Concourse Financial Group Securities
Alabama
$3.47M -$147K -658 -4%
FHB
877
First Hawaiian Bank
Hawaii
$3.46M +$219K +985 +7%
CAMG
878
CWA Asset Management Group
Florida
$3.43M -$1.46M -6,546 -30%
VAM
879
Verity Asset Management
North Carolina
$3.43M -$4.29M -19,273 -55%
DWM
880
Diversify Wealth Management
Utah
$3.42M +$175K +787 +5%
PAI
881
Pittenger & Anderson Inc
Nebraska
$3.4M +$11.1K +50 +0.3%
CFG
882
Citizens Financial Group
Rhode Island
$3.4M +$144K +646 +4%
BFA
883
Bill Few Associates
Pennsylvania
$3.4M +$16.7K +75 +0.5%
NSIM
884
North Star Investment Management
Illinois
$3.4M +$891 +4 +0%
AWAU
885
Alliance Wealth Advisors (Utah)
Utah
$3.39M +$62.6K +281 +2%
SCM
886
Sage Capital Management
New Jersey
$3.39M -$586K -2,630 -15%
BA
887
Birinyi Associates
Connecticut
$3.35M +$6.24K +28 +0.2%
JWM
888
JPL Wealth Management
Colorado
$3.34M +$3.39M +15,215 New
IIL
889
Insight Inv LLC
California
$3.34M +$247K +1,109 +8%
CWS
890
Confluence Wealth Services
Pennsylvania
$3.33M -$55.9K -251 -2%
EP
891
Essential Planning
New Hampshire
$3.33M +$3.33M +14,950 New
OPTFSNA
892
Old Point Trust & Financial Services N A
Virginia
$3.33M -$237K -1,064 -7%
KA
893
Kovack Advisors
Florida
$3.32M -$18K -81 -0.5%
FC
894
FCA Corp
Texas
$3.32M +$10.7K +48 +0.3%
AWC
895
Abundance Wealth Counselors
Pennsylvania
$3.3M -$99.3K -446 -3%
ZIC
896
ZWJ Investment Counsel
Georgia
$3.3M -$34.7K -156 -1%
AIM
897
Allen Investment Management
New York
$3.3M
SW
898
SkyOak Wealth
Michigan
$3.29M +$276K +1,239 +9%
MWM
899
Modern Wealth Management
Kansas
$3.26M +$1.18M +5,297 +56%
GI
900
GAMMA Investing
California
$3.26M +$285K +1,281 +9%

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.