We are live on ! Find out more
IBM icon

IBM
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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
BMWM
976
Brown Miller Wealth Management
Virginia
$2.79M +$2.94K +15 +0.1%
GAA
977
Green Alpha Advisors
Colorado
$2.79M -$97.6K -498 -4%
WIA
978
World Investment Advisors
California
$2.78M +$958K +4,884 +63%
PCMF
979
Private Capital Management (Florida)
Florida
$2.78M – – –
CIA
980
Cladis Investment Advisory
Montana
$2.78M -$245K -1,250 -9%
GWM
981
Geneos Wealth Management
Colorado
$2.76M +$385K +1,966 +19%
IB
982
Intrust Bank
Kansas
$2.75M -$7.25K -37 -0.3%
BFS
983
Bard Financial Services
Connecticut
$2.74M -$3.62M -18,470 -60%
EL
984
Essex LLC
Illinois
$2.73M -$67.6K -345 -3%
ECM
985
Evergreen Capital Management
Washington
$2.72M -$70.8K -361 -3%
TPWM
986
Twelve Points Wealth Management
Massachusetts
$2.71M +$211K +1,076 +10%
CWM
987
Connecticut Wealth Management
Connecticut
$2.7M +$232K +1,183 +11%
LWCFA
988
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.7M -$38.2K -195 -2%
Impax Asset Management Group
989
Impax Asset Management Group
United Kingdom
$2.69M – – –
CANC
990
Culbertson A N & Co
Virginia
$2.69M +$15.3K +78 +0.6%
CNC
991
Citizens & Northern Corp
Pennsylvania
$2.68M -$222K -1,133 -9%
ORG
992
Optimist Retirement Group
Washington
$2.68M +$14.1K +72 +0.6%
LF
993
Lantz Financial
Illinois
$2.68M +$36.7K +187 +2%
RT
994
Rockland Trust
Massachusetts
$2.67M -$678K -3,460 -22%
RIM
995
Redwood Investment Management
Arizona
$2.67M -$499K -2,543 -17%
ORC
996
O'Rourke & Company
Massachusetts
$2.67M +$8.82K +45 +0.4%
MA
997
MONECO Advisors
Connecticut
$2.65M +$57.1K +291 +2%
GFA
998
Gifford Fong Associates
California
$2.63M – – –
VAS
999
Valicenti Advisory Services
New York
$2.63M – – –
PWA
1000
Providence Wealth Advisors
Illinois
$2.63M – – –
38 39
40
41 42

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.