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IBM
IBM

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: 2,932 → 3,139 (+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: 87 → 84 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$2.15B
2
Northern Trust
Northern Trust
Illinois
+$380M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$343M
4
BlackRock
BlackRock
New York
+$301M
5
JP Morgan Chase
JP Morgan Chase
New York
+$235M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$603M
2
Holocene Advisors
Holocene Advisors
New York
-$573M
3
Barclays
Barclays
United Kingdom
-$354M
4
Norges Bank
Norges Bank
Norway
-$336M
5
Ameriprise
Ameriprise
Minnesota
-$334M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
951
Wolverine Asset Management
Illinois
$2.98M +$3.02M +13,554 New
SSB
952
Sandy Spring Bank
Maryland
$2.97M +$566K +2,542 +23%
CCM
953
Chilton Capital Management
Texas
$2.97M +$12.7K +57 +0.4%
TPWM
954
Twelve Points Wealth Management
Massachusetts
$2.97M +$272K +1,221 +10%
TBA
955
Tower Bridge Advisors
Pennsylvania
$2.96M -$2.45K -11 -0.1%
WT
956
Washington Trust
Rhode Island
$2.95M +$14.7K +66 +0.5%
SCM
957
Sterneck Capital Management
Missouri
$2.94M -$116K -523 -4%
MS
958
Maven Securities
Jersey
$2.94M -$2.42M -10,844 -45%
RCA
959
Ranch Capital Advisors
Florida
$2.93M -$837K -3,757 -22%
WE
960
Wealth Effects
Massachusetts
$2.91M -$327K -1,469 -10%
MAM
961
Milestone Asset Management
Pennsylvania
$2.91M +$1.04M +4,659 +54%
HVIA
962
Hudson Valley Investment Advisors
New York
$2.9M -$223K -1,002 -7%
HAIM
963
Hunter Associates Investment Management
Pennsylvania
$2.9M +$18.9K +85 +0.6%
CC
964
Chicago Capital
Illinois
$2.9M +$700K +3,144 +31%
FWM
965
Forza Wealth Management
Florida
$2.89M +$10.5K +47 +0.4%
MA
966
MONECO Advisors
Connecticut
$2.87M +$244K +1,097 +9%
PTC
967
Private Trust Company
Ohio
$2.86M +$309K +1,387 +12%
SS
968
Sunbelt Securities
Texas
$2.85M +$417K +1,873 +17%
PWG
969
Portside Wealth Group
Utah
$2.85M +$8.02K +36 +0.3%
VDI
970
Vaughan David Investments
Illinois
$2.84M -$4.9K -22 -0.2%
ONB
971
Old National Bancorp
Indiana
$2.84M +$11.4K +51 +0.4%
GAM
972
Griffin Asset Management
New York
$2.83M +$1.78K +8 +0.1%
RAM
973
Riggs Asset Management
Pennsylvania
$2.83M -$1.23M -5,542 -30%
IB
974
Intrust Bank
Kansas
$2.82M +$82.4K +370 +3%
1832 Asset Management
975
1832 Asset Management
Ontario, Canada
$2.81M -$147M -660,020 -98%
37 38
39
40 41

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.