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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

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
AAM
1001
Azzad Asset Management
Virginia
$2.61M +$75.3K +384 +3%
ZIG
1002
Zuckerman Investment Group
Illinois
$2.6M +$2.35K +12 +0.1%
NS
1003
NBC Securities
Alabama
$2.59M -$79.2K -404 -3%
AWM
1004
Aries Wealth Management
Maine
$2.57M – – –
PTC
1005
Private Trust Company
Ohio
$2.57M -$33.1K -169 -1%
NHC
1006
Nicholas Hoffman & Company
Georgia
$2.56M -$3.14K -16 -0.1%
A
1007
Allianz
Germany
$2.55M +$1.58M +8,070 +234%
BCA
1008
Bay Colony Advisors
Massachusetts
$2.52M -$30.6K -156 -1%
PAA
1009
Peregrine Asset Advisers
Oregon
$2.52M +$2.24M +11,400 New
FWM
1010
Focused Wealth Management
New York
$2.5M -$22.2K -113 -1%
LW
1011
Linscomb Wealth
Texas
$2.5M -$1.63M -8,290 -42%
AAIS
1012
ABN AMRO Investment Solutions
$2.5M -$129K -656 -5%
DMBA
1013
Deseret Mutual Benefit Administrators
Utah
$2.5M -$58.2K -297 -3%
CPIA
1014
Cornell Pochily Investment Advisors
New York
$2.49M -$3.14K -16 -0.1%
BG
1015
Bahl & Gaynor
Ohio
$2.49M +$460K +2,345 +26%
CI
1016
Ceera Investments
Texas
$2.48M – – –
CT
1017
Chicago Trust
Illinois
$2.48M +$113K +576 +5%
AMIM
1018
Aull & Monroe Investment Management
Alabama
$2.47M -$2.16K -11 -0.1%
TPI
1019
Trust Point Inc
Wisconsin
$2.46M +$7.06K +36 +0.3%
SSA
1020
Sierra Summit Advisors
Nevada
$2.46M +$404K +2,058 +23%
ZIG
1021
Zurich Insurance Group
Switzerland
$2.45M – – –
CFSG
1022
Clark Financial Services Group
Missouri
$2.44M -$59.8K -305 -3%
SS
1023
Sunbelt Securities
Texas
$2.44M -$54.5K -278 -2%
SFM
1024
Signet Financial Management
New Jersey
$2.44M -$34.5K -176 -2%
GLR
1025
Great Lakes Retirement
Ohio
$2.44M +$2.12M +10,803 +4,677%
39 40
41
42 43

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.