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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
NG
1126
Norden Group
Utah
$2.13M +$23.8K +107 +1%
MCM
1127
Mainstay Capital Management
Michigan
$2.13M +$21.4K +96 +1%
ZIG
1128
Zullo Investment Group
Pennsylvania
$2.13M +$2.67K +12 +0.1%
MCM
1129
Mendel Capital Management
Arkansas
$2.13M +$18.5K +83 +0.9%
RF
1130
Roxbury Financial
New Jersey
$2.12M +$2.08M +9,324 New
LHC
1131
Little House Capital
Massachusetts
$2.12M -$664K -2,981 -24%
NL
1132
NWAM LLC
Washington
$2.12M -$7.35K -33 -0.3%
PWM
1133
Pines Wealth Management
North Carolina
$2.11M +$2.14M +9,599 New
HFM
1134
Hartford Financial Management
Connecticut
$2.1M +$8.02K +36 +0.4%
SAF
1135
Smith Anglin Financial
Texas
$2.1M -$176K -790 -8%
MBT
1136
Montecito Bank & Trust
California
$2.1M +$166K +745 +8%
RWP
1137
Ridgecrest Wealth Partners
California
$2.1M +$1.34K +6 +0.1%
ISWM
1138
Independent Solutions Wealth Management
New York
$2.1M -$5.34K -24 -0.3%
NP
1139
Nilsine Partners
Colorado
$2.1M +$554K +2,487 +35%
PWP
1140
Perfromance Wealth Partners
Illinois
$2.09M +$5.34K +24 +0.3%
FCP
1141
Fidelis Capital Partners
Florida
$2.08M +$385K +1,727 +28%
GAM
1142
Gotham Asset Management
New York
$2.08M -$1.18M -5,304 -36%
DCM
1143
Donaldson Capital Management
Indiana
$2.07M -$30.5K -137 -1%
DMBA
1144
Deseret Mutual Benefit Administrators
Utah
$2.07M -$420K -1,885 -17%
UCI
1145
Uncommon Cents Investing
Wisconsin
$2.06M -$3.34K -15 -0.2%
CCA
1146
Checchi Capital Advisers
California
$2.06M +$43.2K +194 +2%
CI
1147
Cigna Investments
Connecticut
$2.06M -$18K -81 -0.9%
AAP
1148
Arax Advisory Partners
Colorado
$2.06M +$504K +2,265 +32%
BONH
1149
Bank of New Hampshire
New Hampshire
$2.05M +$167K +752 +9%
WIS
1150
Wright Investors Service
Connecticut
$2.05M -$2.01M -9,009 -49%

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.