We are live on ! Find out more

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
BCM
1201
Becker Capital Management
Oregon
$1.89M +$4.68K +21 +0.2%
KIG
1202
Kessler Investment Group
Indiana
$1.89M -$108K -486 -5%
FNBOO
1203
First National Bank of Omaha
Nebraska
$1.89M +$45.4K +204 +2%
SDIC
1204
South Dakota Investment Council
South Dakota
$1.88M
TPA
1205
Trivium Point Advisory
Connecticut
$1.88M +$86.6K +389 +5%
Empower Advisory Group
1206
Empower Advisory Group
Colorado
$1.88M +$222K +999 +13%
PGWM
1207
Parisi Gray Wealth Management
New Jersey
$1.88M +$1.11K +5 +0.1%
FC
1208
Forte Capital
New York
$1.88M +$891 +4 +0%
BO
1209
Bank OZK
Arkansas
$1.87M +$869K +3,900 +85%
FSA
1210
Fort Sheridan Advisors
Illinois
$1.87M -$177K -793 -9%
OBWG
1211
Onyx Bridge Wealth Group
New York
$1.87M -$3.12K -14 -0.2%
PPW
1212
Parcion Private Wealth
Washington
$1.86M
WPW
1213
Waldron Private Wealth
Pennsylvania
$1.86M +$63.7K +286 +4%
AWA
1214
Aaron Wealth Advisors
Illinois
$1.85M +$134K +600 +8%
RA
1215
RoundAngle Advisors
New Jersey
$1.85M +$1.87M +8,404 New
MMPW
1216
Mitchell McLeod Pugh & Williams
Alabama
$1.85M -$108K -483 -5%
LJAC
1217
L.J. Altfest & Co
New York
$1.85M +$12K +54 +0.6%
ATC
1218
Adirondack Trust Company
New York
$1.84M -$28.1K -126 -1%
LA
1219
LM Advisors
California
$1.84M +$1.3M +5,838 +232%
IWA
1220
Integrity Wealth Advisors
California
$1.83M +$1.86M +8,333 New
HWMO
1221
Heritage Wealth Management (Ohio)
Ohio
$1.83M +$223 +1 +0%
IAMOG
1222
Investors Asset Management of Georgia
Georgia
$1.83M -$10.5K -47 -0.6%
SDAM
1223
Shulman DeMeo Asset Management
New York
$1.82M -$69.9K -314 -4%
BT
1224
Banque Transatlantique
France
$1.82M +$1.85M +8,323 New
EWA
1225
Exencial Wealth Advisors
Oklahoma
$1.82M -$81.1K -364 -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.