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IBM
IBM

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: 2,932 → 3,139 (+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: 87 → 84 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$2.15B
2
Northern Trust
Northern Trust
Illinois
+$380M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$343M
4
BlackRock
BlackRock
New York
+$301M
5
JP Morgan Chase
JP Morgan Chase
New York
+$235M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$603M
2
Holocene Advisors
Holocene Advisors
New York
-$573M
3
Barclays
Barclays
United Kingdom
-$354M
4
Norges Bank
Norges Bank
Norway
-$336M
5
Ameriprise
Ameriprise
Minnesota
-$334M
Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1101
Marcum Wealth
Ohio
$2.23M +$11.6K +52 +0.5%
CAGAS
1102
Capital Advisory Group Advisory Services
Minnesota
$2.22M +$174K +780 +8%
BIG
1103
Boothe Investment Group
Delaware
$2.22M -$132K -592 -6%
DSCM
1104
Del-Sette Capital Management
New York
$2.2M -$69K -310 -3%
SAG
1105
SageView Advisory Group
California
$2.2M +$710K +3,189 +47%
SW
1106
Simplicity Wealth
New Jersey
$2.2M +$113K +507 +5%
PH
1107
Pinnacle Holdings
Oklahoma
$2.2M -$140K -627 -6%
HAM
1108
Hedges Asset Management
Nevada
$2.2M – – –
WAM
1109
Westport Asset Management
Connecticut
$2.2M – – –
CWA
1110
Centennial Wealth Advisory
Michigan
$2.2M +$12.2K +55 +0.6%
SAM
1111
Smartleaf Asset Management
Massachusetts
$2.19M +$393K +1,765 +22%
FCCM
1112
First City Capital Management
Georgia
$2.19M – – –
JWA
1113
JFS Wealth Advisors
Pennsylvania
$2.19M +$27.2K +122 +1%
RBC
1114
Roble Belko & Company
Pennsylvania
$2.19M +$5.57K +25 +0.3%
BA
1115
Bridgewater Advisors
New York
$2.19M +$2.24M +10,041 New
JSW
1116
Journey Strategic Wealth
New Jersey
$2.17M +$661K +2,967 +43%
KCFA
1117
Key Client Fiduciary Advisors
New Jersey
$2.17M +$1.56K +7 +0.1%
PL
1118
Parthenon LLC
Kentucky
$2.16M – – –
DCM
1119
Dudley Capital Management
Virginia
$2.16M -$2.67K -12 -0.1%
KFP
1120
Keystone Financial Planning
Ohio
$2.16M -$29.4K -132 -1%
MFG
1121
MidWestOne Financial Group
Iowa
$2.15M – – –
GLA
1122
Good Life Advisors
Pennsylvania
$2.15M -$2.32M -10,419 -52%
CT
1123
Clearstead Trust
Maine
$2.15M -$2K -9 -0.1%
PG
1124
Patten Group
Tennessee
$2.15M -$15.1K -68 -0.7%
CT
1125
Chicago Trust
Illinois
$2.14M -$325K -1,461 -13%
43 44
45
46 47

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.