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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

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

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
MTIC
1601
Missouri Trust & Investment Company
Missouri
$931K -$16.3K -83 -2%
WBWA
1602
William B. Walkup & Associates
South Carolina
$929K -$23.1K -118 -3%
DWA
1603
Delos Wealth Advisors
Texas
$929K +$98K +500 +14%
HGERS
1604
Householder Group Estate & Retirement Specialist
Arizona
$928K +$50.8K +259 +7%
LI
1605
LRI Investments
Florida
$923K +$60.8K +310 +8%
CAM
1606
Close Asset Management
United Kingdom
$920K +$377K +1,925 +86%
SIA
1607
SeaBridge Investment Advisors
New Jersey
$920K -$198K -1,010 -20%
MCP
1608
Mirador Capital Partners
California
$918K -$266K -1,358 -25%
LIA
1609
LifePlan Investment Advisors
North Carolina
$914K +$3.73K +19 +0.5%
STA
1610
Smith Thornton Advisors
Alabama
$913K +$13.9K +71 +2%
MLA
1611
My Legacy Advisors
Oregon
$912K -$142K -725 -15%
HBT
1612
Heartland Bank & Trust
Illinois
$912K -$26.9K -137 -3%
CIA
1613
Cape Investment Advisory
Georgia
$911K +$1.18K +6 +0.1%
PFGIA
1614
Patriot Financial Group Insurance Agency
Massachusetts
$911K -$21K -107 -3%
GA
1615
Geller Advisors
New York
$910K +$3.92K +20 +0.5%
PC
1616
Port Capital
Illinois
$910K -$9.02K -46 -1%
NA
1617
Navellier & Associates
Nevada
$909K -$262K -1,337 -25%
Fiera Capital (Canada)
1618
Fiera Capital (Canada)
Quebec, Canada
$908K +$27.8K +142 +4%
LCGC
1619
Legacy Capital Group California
California
$908K -$54.7K -279 -6%
CHC
1620
City Holding Co
West Virginia
$906K -$12.7K -65 -2%
ABWM
1621
Alpine Bank Wealth Management
Colorado
$906K +$804K +4,098 New
OAM
1622
Oak Asset Management
California
$902K -$230K -1,174 -22%
HWA
1623
Heritage Wealth Advisors
Virginia
$901K +$68.8K +351 +9%
YIA
1624
YHB Investment Advisors
Connecticut
$901K -$8.43K -43 -1%
PWP
1625
Phillips Wealth Planners
Mississippi
$899K +$422K +2,150 +127%
63 64
65
66 67

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.