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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
CAL
926
Capital Analysts LLC
Pennsylvania
$3.14M -$43.2K -194 -1%
SF
927
Slagle Financial
Illinois
$3.13M +$196K +880 +7%
KP
928
Keel Point
Alabama
$3.13M +$131K +587 +4%
ABTD
929
Arvest Bank Trust Division
Oklahoma
$3.12M -$115K -516 -4%
PCC
930
Park Circle Company
Maryland
$3.12M
LWM
931
Lakeridge Wealth Management
Ohio
$3.11M +$2.67K +12 +0.1%
MLL
932
Moody Lynn & Lieberson
Massachusetts
$3.11M +$90.2K +405 +3%
SAI
933
Savvy Advisors Inc
New York
$3.11M +$20.3K +91 +0.6%
VFA
934
Valeo Financial Advisors
Indiana
$3.1M +$21.4K +96 +0.7%
FTWA
935
Fifth Third Wealth Advisors
Ohio
$3.1M -$63.2K -284 -2%
LAM
936
Lynch Asset Management
Pennsylvania
$3.09M
RSWM
937
Robertson Stephens Wealth Management
California
$3.09M -$43K -193 -1%
PS
938
Pensionfund Sabic
Netherlands
$3.08M +$891K +4,000 +40%
CWP
939
Cyndeo Wealth Partners
Florida
$3.07M -$262K -1,178 -8%
EM
940
Excalibur Management
Massachusetts
$3.07M -$12.5K -56 -0.4%
SIAG
941
Signet Investment Advisory Group
Rhode Island
$3.06M -$77.9K -350 -2%
SCM
942
Silvant Capital Management
Georgia
$3.06M
FCH
943
Freestone Capital Holdings
Washington
$3.04M -$222K -999 -7%
SB
944
Simmons Bank
Arkansas
$3.04M -$55.5K -249 -2%
RWM
945
RKL Wealth Management
Pennsylvania
$3.04M +$821K +3,686 +36%
GWM
946
GSB Wealth Management
Connecticut
$3.01M -$75.3K -338 -2%
MSA
947
MUFG Securities Americas
New York
$3M +$3.04M +13,649 New
SL
948
Sentry LLC
Tennessee
$2.99M -$208K -936 -6%
LDB
949
Lee, Danner & Bass
Tennessee
$2.99M +$86.9K +390 +3%
BIP
950
Blueprint Investment Partners
North Carolina
$2.98M +$2.41M +10,808 +391%

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.