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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
ZIG
976
Zuckerman Investment Group
Illinois
$2.81M -$225K -1,012 -9%
AAS
977
Ameritas Advisory Services
Nebraska
$2.8M -$37.2K -167 -1%
MWM
978
MFG Wealth Management
Indiana
$2.8M +$2.83M +12,721 New
BAM
979
Berkshire Asset Management
Pennsylvania
$2.79M +$1.17M +5,260 +73%
FAM
980
Formidable Asset Management
Ohio
$2.79M +$1.2M +5,389 +74%
BIM
981
Bridges Investment Management
Nebraska
$2.79M -$18.3K -82 -0.6%
TFM
982
TFC Financial Management
Massachusetts
$2.77M -$34.5K -155 -1%
BMWM
983
Brown Miller Wealth Management
Virginia
$2.77M -$8.24K -37 -0.3%
PCMF
984
Private Capital Management (Florida)
Florida
$2.76M
AFG
985
Allegheny Financial Group
Pennsylvania
$2.76M -$570K -2,559 -17%
AFP
986
Ausdal Financial Partners
Iowa
$2.75M +$407K +1,829 +17%
LWCFA
987
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.75M -$17.4K -78 -0.6%
SWM
988
Spire Wealth Management
Virginia
$2.75M -$173K -776 -6%
GL
989
Graypoint LLC
New York
$2.74M +$594K +2,665 +27%
IIC
990
Integrated Investment Consultants
Michigan
$2.74M -$1.83M -8,213 -40%
HI
991
Hudock Inc
Pennsylvania
$2.74M +$2.77M +12,458 New
MMA
992
Mizuho Markets Americas
New York
$2.74M -$4.33M -19,447 -61%
CC
993
Cypress Capital
Tennessee
$2.74M -$101K -453 -4%
RI
994
RWWM Inc
California
$2.73M -$128K -573 -4%
BFS
995
Bard Financial Services
Connecticut
$2.72M
HBT
996
Hills Bank & Trust
Iowa
$2.71M -$613K -2,751 -18%
GAMC
997
Garner Asset Management Corp
Texas
$2.71M -$111K -497 -4%
GWM
998
Geneos Wealth Management
Colorado
$2.71M -$40.3K -181 -1%
CT
999
Caldwell Trust
Florida
$2.7M +$865K +3,883 +46%
CIA
1000
Cladis Investment Advisory
Montana
$2.7M -$66.8K -300 -2%

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.