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IBM

2,931 hedge funds and large institutions have $125B invested in IBM in 2024 Q3 according to their latest regulatory filings, with 295 funds opening new positions, 1,132 increasing their positions, 1,099 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 295 | Existing positions closed: 88

78% more funds holding in top 10

Funds holding in top 10: 49 → 87 (+38)

51% more call options, than puts

Call options by funds: $4.17B | Put options by funds: $2.75B

31% more capital invested

Capital invested by funds: $95B → $125B (+$29.7B)

6% more funds holding

Funds holding: 2,754 → 2,931 (+177)

1.66% more ownership

Funds ownership: 59.84% → 61.5% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 1,132 | Existing positions reduced: 1,099

Holders
2,931
Holders Change
+177
Holders Change %
+6.43%
% of All Funds
42.09%
Holding in Top 10
87
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+77.55%
% of All Funds
1.25%
New
295
Increased
1,132
Reduced
1,099
Closed
88
Calls
$4.17B
Puts
$2.75B
Net Calls
+$1.41B
Net Calls Change
+$840M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$878M
2
IAIM
International Assets Investment Management
Florida
+$530M
3
Holocene Advisors
Holocene Advisors
New York
+$508M
4
BlackRock
BlackRock
New York
+$426M
5
Norges Bank
Norges Bank
Norway
+$337M

Top Sellers

1
Amundi
Amundi
France
-$246M
2
APG Asset Management
APG Asset Management
Netherlands
-$157M
3
SG Americas Securities
SG Americas Securities
New York
-$136M
4
PCM
Penserra Capital Management
California
-$112M
5
SFC
Strategic Financial Concepts
Texas
-$92M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
951
Castle Rock Wealth Management
California
$2.93M +$1.46M +7,421 +135%
BMA
952
Brooks Moore & Associates
Tennessee
$2.92M – – –
LDB
953
Lee, Danner & Bass
Tennessee
$2.92M +$196 +1 +0%
CAG
954
Csenge Advisory Group
Florida
$2.91M +$91K +464 +4%
HAIM
955
Hunter Associates Investment Management
Pennsylvania
$2.9M +$437K +2,230 +20%
FWM
956
Forza Wealth Management
Florida
$2.9M +$86.5K +441 +3%
AWA
957
Arete Wealth Advisors
Illinois
$2.9M -$261K -1,332 -9%
CCWM
958
Cassaday & Co Wealth Management
Virginia
$2.89M +$45.5K +232 +2%
SIA
959
Sage Investment Advisers
New York
$2.89M +$345K +1,762 +16%
AG
960
Ascent Group
Virginia
$2.89M +$151K +771 +6%
RI
961
RWWM Inc
California
$2.87M -$31K -158 -1%
VDI
962
Vaughan David Investments
Illinois
$2.86M -$97.8K -499 -4%
AAS
963
Ameritas Advisory Services
Nebraska
$2.85M -$480K -2,447 -16%
PWG
964
Portside Wealth Group
Utah
$2.85M +$191K +973 +8%
CC
965
Cypress Capital
Tennessee
$2.85M +$75.1K +383 +3%
GAM
966
Griffin Asset Management
New York
$2.85M +$1.76K +9 +0.1%
CA
967
Corrado Advisors
New Jersey
$2.84M -$121K -619 -5%
ONB
968
Old National Bancorp
Indiana
$2.84M +$74.5K +380 +3%
GAMC
969
Garner Asset Management Corp
Texas
$2.83M -$30.8K -157 -1%
TFM
970
TFC Financial Management
Massachusetts
$2.82M -$588 -3 -0%
BIM
971
Bridges Investment Management
Nebraska
$2.82M +$62.9K +321 +3%
ALAM
972
Asahi Life Asset Management
Japan
$2.81M +$775K +3,953 +45%
SBCM
973
Silverberg Bernstein Capital Management
New York
$2.81M +$437K +2,230 +21%
FNFDCM
974
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.8M -$393K -2,003 -14%
LHC
975
Little House Capital
Massachusetts
$2.79M -$79.4K -405 -3%
37 38
39
40 41

IBM Hedge Fund Activity: Q3 2024 in Review

2,931 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q3 2024, worth a combined $125B — up 31% from $95B a quarter earlier.

Buyers outnumbered sellers: 295 funds opened new IBM positions and 88 closed out — a net gain of 207 holders — while 1,132 added to existing stakes and 1,099 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $878M. The largest seller was Amundi, cutting an estimated $246M.

  • 2,931 institutional investors held IBM (IBM) as of Q3 2024, up from 2,754 in Q2 2024.
  • Funds reported $125B of IBM stock for Q3 2024, up 31% quarter-over-quarter.
  • 295 funds opened new IBM positions in Q3 2024 and 88 closed out, a net change of +207 holders.
  • The largest IBM buyer in Q3 2024 was JP Morgan Chase, an estimated $878M added.
  • The largest IBM seller in Q3 2024 was Amundi, an estimated $246M sold.

Based on aggregated 13F filings for Q3 2024.