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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
GAA
1001
Green Alpha Advisors
Colorado
$2.69M -$76.4K -343 -3%
A
1002
Allianz
Germany
$2.69M +$158K +708 +6%
FNFDCM
1003
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.68M -$111K -497 -4%
MHS
1004
M Holdings Securities
Oregon
$2.67M +$2.7M +12,137 New
PA
1005
Procyon Advisors
Connecticut
$2.66M +$1.14M +5,118 +73%
CWM
1006
Connecticut Wealth Management
Connecticut
$2.66M -$26.3K -118 -1%
ECM
1007
Evergreen Capital Management
Washington
$2.66M -$49.7K -223 -2%
PAM
1008
Panagora Asset Management
Massachusetts
$2.65M -$3.66M -16,428 -58%
SWM
1009
SeaCrest Wealth Management
New York
$2.65M -$866K -3,888 -24%
Impax Asset Management Group
1010
Impax Asset Management Group
United Kingdom
$2.64M -$33.2K -149 -1%
LCM
1011
LVM Capital Management
Michigan
$2.63M +$151K +678 +6%
GFA
1012
Gifford Fong Associates
California
$2.62M
SBCM
1013
Silverberg Bernstein Capital Management
New York
$2.62M -$178K -800 -6%
AC
1014
Arjuna Capital
North Carolina
$2.61M +$948K +4,257 +56%
ORG
1015
Optimist Retirement Group
Washington
$2.61M -$53.9K -242 -2%
GSEP
1016
Golden State Equity Partners
California
$2.61M +$2.06M +9,238 +352%
RT
1017
Rockland Trust
Massachusetts
$2.59M -$66.6K -299 -2%
JGC
1018
J. Goldman & Co
New York
$2.59M +$1.56M +6,991 +146%
RWM
1019
Ritholtz Wealth Management
New York
$2.58M +$258K +1,157 +11%
LF
1020
Lantz Financial
Illinois
$2.58M -$83.3K -374 -3%
CANC
1021
Culbertson A N & Co
Virginia
$2.58M -$95.1K -427 -4%
YIM
1022
Yoffe Investment Management
Pennsylvania
$2.58M +$2.61M +11,731 New
EL
1023
Essex LLC
Illinois
$2.58M -$137K -617 -5%
AWM
1024
Aries Wealth Management
Maine
$2.56M
SG
1025
StoneX Group
New York
$2.54M +$716K +3,215 +38%

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.