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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
BB
1626
Berkshire Bank
Massachusetts
$897K +$27.1K +138 +4%
WC
1627
Whitney & Co
New York
$897K +$8.43K +43 +1%
WLPWM
1628
Walled Lake Planning & Wealth Management
Illinois
$894K +$41.2K +210 +5%
FB
1629
First Bancorp
Maine
$891K +$102K +522 +15%
AFWM
1630
AMJ Financial Wealth Management
Virginia
$889K +$789K +4,023 New
AWA
1631
Archvest Wealth Advisors
California
$889K +$424K +2,162 +116%
OFG
1632
Oxford Financial Group
Indiana
$889K -$55.1K -281 -7%
LA
1633
Legacy Advisors
Pennsylvania
$889K +$25.7K +131 +3%
FCM
1634
Firestone Capital Management
Florida
$887K +$44.3K +226 +6%
SC
1635
Stephens Consulting
Michigan
$885K +$588 +3 +0.1%
MFS
1636
Monetta Financial Services
Illinois
$884K +$784K +4,000 New
IP
1637
Investment Partners
Ohio
$883K -$8.63K -44 -1%
BPWM
1638
Badgley Phelps Wealth Managers
Washington
$883K +$367K +1,874 +88%
FWTB
1639
First Western Trust Bank
Colorado
$881K – – –
QWP
1640
Quotient Wealth Partners
Texas
$880K +$35.5K +181 +5%
SFSG
1641
Sound Financial Strategies Group
Mississippi
$880K +$9.02K +46 +1%
AI
1642
Accredited Investors
Minnesota
$879K -$18.2K -93 -2%
GJWM
1643
Gilliland Jeter Wealth Management
Arkansas
$877K -$19.4K -99 -2%
BCM
1644
BluePath Capital Management
Georgia
$874K -$94.9K -484 -11%
WAM
1645
Weatherly Asset Management
California
$872K -$44.9K -229 -5%
WDG
1646
Wealth Dimensions Group
Ohio
$869K -$6.47K -33 -0.8%
AP
1647
Appleton Partners
Massachusetts
$866K -$88.6K -452 -10%
RIM
1648
Reliant Investment Management
Tennessee
$862K +$7.84K +40 +1%
GTAM
1649
Global Trust Asset Management
Florida
$857K +$375K +1,915 +98%
RPCONE
1650
Retirement Planning Company of New England
Rhode Island
$857K +$25.5K +130 +3%
64 65
66
67 68

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.