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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
TIA
1076
Trust Investment Advisors
Indiana
$2.31M +$113K +507 +5%
PCA
1077
Prosperity Capital Advisors
Ohio
$2.31M +$619K +2,780 +36%
PFS
1078
Physicians Financial Services
North Carolina
$2.3M +$22.3K +100 +1%
OC
1079
Oarsman Capital
Wisconsin
$2.3M +$124K +556 +6%
TAM
1080
Trust Asset Management
Texas
$2.3M
MGWM
1081
Marks Group Wealth Management
Minnesota
$2.29M +$10K +45 +0.4%
Financial Engines Advisors
1082
Financial Engines Advisors
California
$2.29M +$652K +2,928 +39%
BFIM
1083
Beese Fulmer Investment Management
Ohio
$2.28M +$48.6K +218 +2%
EPIM
1084
Evelyn Partners Investment Management
$2.27M +$2.3M +10,348 New
GWP
1085
Gen-Wealth Partners
Michigan
$2.27M -$47.9K -215 -2%
PCA
1086
Peddock Capital Advisors
Massachusetts
$2.27M +$19.2K +86 +0.8%
IPW
1087
Impact Partnership Wealth
Georgia
$2.27M +$902K +4,049 +65%
HWA
1088
Hilltop Wealth Advisors
North Carolina
$2.26M -$52.8K -237 -2%
OP
1089
ORG Partners
Indiana
$2.26M -$75.3K -338 -3%
NDSI
1090
Newman Dignan & Sheerar Inc
Rhode Island
$2.26M -$65.7K -295 -3%
AA
1091
Altman Advisors
Illinois
$2.26M -$52.3K -235 -2%
CP
1092
Cornerstone Planning
North Carolina
$2.25M +$2.28M +10,249 New
FHA
1093
Flagship Harbor Advisors
Massachusetts
$2.25M +$83.1K +373 +4%
HA
1094
Hamel Associates
New Jersey
$2.25M -$20K -90 -0.9%
GSC
1095
G&S Capital
Colorado
$2.25M -$16K -72 -0.7%
WC
1096
Westhampton Capital
North Carolina
$2.24M -$11.1K -50 -0.5%
FIM
1097
Freedom Investment Management
Connecticut
$2.24M -$175K -785 -7%
IAIM
1098
International Assets Investment Management
Florida
$2.24M -$603M -2,705,468 -100%
AIA
1099
Affinity Investment Advisors
California
$2.23M -$1.24M -5,561 -35%
AAIS
1100
ABN AMRO Investment Solutions
$2.23M -$261K -1,170 -10%

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.