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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
CSB
1676
City State Bank
Iowa
$829K -$49.6K -253 -6%
FCAS
1677
First Command Advisory Services
Texas
$826K +$28.2K +144 +4%
OFS
1678
OneAscent Financial Services
Alabama
$825K +$732K +3,732 New
MIM
1679
MTM Investment Management
South Carolina
$820K -$31.2K -159 -4%
EHC
1680
Everett Harris & Co
California
$815K -$9.8K -50 -1%
JC
1681
JB Capital
Connecticut
$814K +$5.88K +30 +0.8%
SAM
1682
SignalPoint Asset Management
Missouri
$813K -$31.4K -160 -4%
CWG
1683
Cornerstone Wealth Group
North Carolina
$812K +$15.7K +80 +2%
MPIA
1684
Mountain Pacific Investment Advisers
Idaho
$812K – – –
MAM
1685
Mirabaud Asset Management
United Kingdom
$809K +$718K +3,664 New
WA1
1686
Wimmer Associates 1
California
$809K – – –
CCG
1687
Catalina Capital Group
California
$807K +$102K +521 +17%
HKAM
1688
Horizon Kinetics Asset Management
New York
$807K – – –
BIC
1689
Beach Investment Counsel
Pennsylvania
$806K -$9.8K -50 -1%
S
1690
Sachetta
Massachusetts
$806K +$134K +684 +23%
OHWP
1691
Oak Harbor Wealth Partners
North Carolina
$805K +$784 +4 +0.1%
TCM
1692
Telos Capital Management
California
$803K +$36.5K +186 +5%
CAAM
1693
Cornerstone Advisors Asset Management
Pennsylvania
$802K – – –
ATWA
1694
Arbor Trust Wealth Advisors
Michigan
$801K – – –
BCP
1695
Blue Chip Partners
Michigan
$800K +$111K +566 +19%
GSB
1696
Greenfield Savings Bank
Massachusetts
$799K -$588 -3 -0.1%
KFGK
1697
Keystone Financial Group (Kentucky)
Kentucky
$799K +$80K +408 +13%
GC
1698
Gilbert & Cook
Iowa
$798K -$980 -5 -0.1%
Capstone Investment Advisors
1699
Capstone Investment Advisors
New York
$797K +$231K +1,178 +48%
MW
1700
MBL Wealth
North Carolina
$797K +$258K +1,318 +58%
66 67
68
69 70

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.