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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
RFA
1151
ROI Financial Advisors
Oregon
$2.05M +$213K +957 +11%
GS
1152
GTS Securities
New York
$2.05M -$8.47M -38,022 -80%
RCM
1153
Raleigh Capital Management
North Carolina
$2.04M -$83.3K -374 -4%
SSWM
1154
Smith Salley Wealth Management
North Carolina
$2.04M +$26.9K +121 +1%
CT
1155
Colonial Trust
South Carolina
$2.04M +$190K +855 +10%
FNBT
1156
FineMark National Bank & Trust
Florida
$2.04M +$31.8K +143 +2%
CSC
1157
Caldwell Sutter Capital
California
$2.03M +$93.1K +418 +5%
BFA
1158
Beaumont Financial Advisors
Massachusetts
$2.03M +$61K +274 +3%
LW
1159
Linscomb Wealth
Texas
$2.03M -$465K -2,088 -18%
AEPWM
1160
Atlantic Edge Private Wealth Management
Florida
$2.01M +$28.1K +126 +1%
PWM
1161
Palumbo Wealth Management
New York
$2M +$11.8K +53 +0.6%
CAM
1162
Chesapeake Asset Management
New York
$2M +$1.11K +5 +0.1%
IPAM
1163
Investment Partners Asset Management
New Jersey
$2M +$49.2K +221 +2%
TF
1164
Tompkins Financial
New York
$2M +$40.1K +180 +2%
CIAS
1165
CFS Investment Advisory Services
New Jersey
$1.99M -$18.5K -83 -0.9%
VIP
1166
Vista Investment Partners
Oklahoma
$1.99M -$420K -1,885 -17%
UBP
1167
Union Bancaire Privee
Switzerland
$1.99M +$2.33M +10,477 New
OCM
1168
Osterweis Capital Management
California
$1.98M -$9.35K -42 -0.5%
PBC
1169
Pavion Blue Capital
California
$1.98M -$3.12K -14 -0.2%
SGC
1170
Slocum, Gordon & Co
Rhode Island
$1.98M
IAN
1171
Integrated Advisors Network
Texas
$1.97M -$1.72M -7,716 -46%
SGCA
1172
Steel Grove Capital Advisors
Tennessee
$1.97M -$187K -840 -9%
KIA
1173
KCM Investment Advisors
California
$1.96M +$42.1K +189 +2%
SFP
1174
Sandbox Financial Partners
Maryland
$1.95M +$5.12K +23 +0.3%
DIP
1175
DT Investment Partners
Pennsylvania
$1.95M -$74.4K -334 -4%

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.