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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
NL
1101
NWAM LLC
Washington
$2.14M +$1.9M +9,676 New
ZIG
1102
Zullo Investment Group
Pennsylvania
$2.14M -$40K -204 -2%
RCM
1103
Raleigh Capital Management
North Carolina
$2.14M -$244K -1,242 -11%
IC
1104
Inscription Capital
Texas
$2.14M +$93.7K +478 +5%
NG
1105
Norden Group
Utah
$2.12M +$707K +3,607 +60%
MCM
1106
Mendel Capital Management
Arkansas
$2.12M -$34.1K -174 -2%
MCM
1107
Mainstay Capital Management
Michigan
$2.12M +$27.3K +139 +1%
BCM
1108
Bayesian Capital Management
New York
$2.12M +$1.88M +9,570 New
ISWM
1109
Independent Solutions Wealth Management
New York
$2.11M -$588 -3 -0%
DCM
1110
Donaldson Capital Management
Indiana
$2.11M -$71.2K -363 -4%
RWP
1111
Ridgecrest Wealth Partners
California
$2.11M +$23.3K +119 +1%
MWM
1112
Modern Wealth Management
Kansas
$2.11M +$148K +757 +9%
HFM
1113
Hartford Financial Management
Connecticut
$2.11M – – –
SW
1114
Simplicity Wealth
New Jersey
$2.1M -$6.03M -30,736 -76%
PWP
1115
Perfromance Wealth Partners
Illinois
$2.1M +$298K +1,520 +19%
CI
1116
Cigna Investments
Connecticut
$2.09M -$20K -102 -1%
UCI
1117
Uncommon Cents Investing
Wisconsin
$2.08M +$71.6K +365 +4%
PAM
1118
Paradigm Asset Management
New York
$2.08M – – –
CAGAS
1119
Capital Advisory Group Advisory Services
Minnesota
$2.06M +$39K +199 +2%
CAM
1120
Cozad Asset Management
Illinois
$2.06M -$19.6K -100 -1%
IPW
1121
Inlet Private Wealth
Florida
$2.06M – – –
FSA
1122
Fort Sheridan Advisors
Illinois
$2.05M +$16.1K +82 +0.9%
ACS
1123
Archford Capital Strategies
Illinois
$2.05M -$126K -641 -7%
CAM
1124
Cidel Asset Management
Ontario, Canada
$2.04M -$85.9K -438 -5%
DIP
1125
DT Investment Partners
Pennsylvania
$2.04M +$43.3K +221 +2%
43 44
45
46 47

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.