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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
SW
1051
SlateStone Wealth
Florida
$2.42M +$45K +202 +2%
RAM
1052
Redmond Asset Management
Virginia
$2.4M +$51K +229 +2%
MIM
1053
Marco Investment Management
Georgia
$2.39M -$3.34K -15 -0.1%
CA
1054
Corrado Advisors
New Jersey
$2.39M -$444K -1,994 -16%
KOCAA
1055
Knights of Columbus Asset Advisors
Connecticut
$2.39M +$2.42M +10,856 New
CFSG
1056
Clark Financial Services Group
Missouri
$2.39M -$43.4K -195 -2%
TNAM
1057
Terra Nova Asset Management
New York
$2.38M +$47.2K +212 +2%
PL
1058
Perpetual Ltd
Australia
$2.38M +$510K +2,291 +27%
CCG
1059
Ceeto Capital Group
Florida
$2.38M +$1.34K +6 +0.1%
FAM
1060
Fred Alger Management
New York
$2.37M
AIA
1061
Alternative Investment Advisors
Florida
$2.36M +$16.7K +75 +0.7%
ALAM
1062
Asahi Life Asset Management
Japan
$2.36M -$445K -1,997 -16%
RCAG
1063
Rehmann Capital Advisory Group
Michigan
$2.36M +$49.9K +224 +2%
HCA
1064
Harbor Capital Advisors
Illinois
$2.35M +$58.6K +263 +3%
QIM
1065
Quest Investment Management
Oregon
$2.35M
CIA
1066
Compass Ion Advisors
Pennsylvania
$2.34M +$83.5K +375 +4%
EWM
1067
Empirical Wealth Management
Washington
$2.34M +$709K +3,183 +43%
SC
1068
Schulhoff & Co
Ohio
$2.33M -$6.68K -30 -0.3%
GFPC
1069
Global Financial Private Client
Florida
$2.33M +$465K +2,086 +24%
CAM
1070
Cozad Asset Management
Illinois
$2.33M +$286K +1,285 +14%
IF
1071
Ironwood Financial
Arizona
$2.33M
NERM
1072
New England Research & Management
Illinois
$2.32M +$185K +831 +9%
AMIM
1073
Aull & Monroe Investment Management
Alabama
$2.32M -$137K -615 -6%
NW
1074
Naviter Wealth
Arkansas
$2.31M +$123K +552 +6%
GCS
1075
Gordian Capital (Singapore)
Singapore
$2.31M

IBM Hedge Fund Activity: Q4 2024 in Review

3,139 of the 7,594 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.