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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
NRI
1651
NFP Retirement Inc
California
$856K -$12.2K -62 -2%
CPC
1652
Congress Park Capital
New York
$854K – – –
CIG
1653
Cullen Investment Group
Louisiana
$854K -$4.51K -23 -0.6%
RI
1654
Rinkey Investments
California
$854K +$1.18K +6 +0.2%
WRPWM
1655
Werba Rubin Papier Wealth Management
California
$852K -$12.4K -63 -2%
WP
1656
WMS Partners
Maryland
$851K +$137K +700 +22%
CICI
1657
Capital Investment Counsel Inc
North Carolina
$850K – – –
CA
1658
Continuum Advisory
Idaho
$850K -$154K -784 -16%
GF
1659
Gries Financial
Ohio
$850K +$94.7K +483 +14%
SW
1660
SMART Wealth
Nebraska
$850K -$57.8K -295 -7%
KFS
1661
Keynote Financial Services
Connecticut
$849K -$3.92K -20 -0.5%
HAS
1662
HBW Advisory Services
California
$846K -$77.8K -397 -9%
TNB
1663
Thomasville National Bank
Georgia
$846K +$147K +752 +24%
IPW
1664
Invictus Private Wealth
Colorado
$845K -$12.4K -63 -2%
WC
1665
Weil Company
California
$841K +$196 +1 +0%
ICP
1666
Interchange Capital Partners
Pennsylvania
$839K -$105K -535 -12%
FFG
1667
Fortem Financial Group
California
$838K +$743K +3,790 New
ARC
1668
Advisor Resource Council
Texas
$836K +$742K +3,782 New
WA
1669
Wealth Architects
California
$835K -$784 -4 -0.1%
IFWM
1670
Institute for Wealth Management
Colorado
$834K -$29.8K -152 -4%
PS
1671
Planned Solutions
California
$833K +$5.69K +29 +0.8%
WFI
1672
West Family Investments
California
$832K +$153K +782 +26%
SPC
1673
Spirepoint Private Client
Florida
$831K +$6.67K +34 +0.9%
NED
1674
Nancy E. Dempze
$831K +$482K +2,460 +189%
MWM
1675
Massachusetts Wealth Management
Massachusetts
$831K +$737K +3,760 New
65 66
67
68 69

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.