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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
SI
1726
Saxon Interests
Texas
$772K +$36.9K +188 +6%
LAI
1727
Legal Advantage Investments
California
$770K – – –
SPL
1728
Smart Portfolios LLC
Washington
$770K -$10.6K -54 -2%
AA
1729
Auxano Advisors
Washington
$767K +$40.8K +208 +6%
WKWM
1730
Walter & Keenan Wealth Management
Indiana
$767K +$1.76K +9 +0.3%
VF
1731
Virtu Financial
New York
$766K +$679K +3,465 New
LIA
1732
Lynx Investment Advisory
District of Columbia
$766K +$64.9K +331 +11%
PA
1733
Promethium Advisors
Maryland
$766K +$679K +3,463 New
LAM
1734
Lewis Asset Management
California
$765K +$37.3K +190 +6%
I2I
1735
Insight 2811 Inc
Illinois
$764K – – –
HFP
1736
Holistic Financial Partners
Indiana
$763K +$194K +990 +40%
SMC
1737
Smith, Moore & Co
Missouri
$762K +$11.8K +60 +2%
LWM
1738
Laidlaw Wealth Management
New York
$762K -$46.9K -239 -6%
EBA
1739
Eagle Bay Advisors
New York
$762K -$20K -102 -3%
GWA
1740
Gratus Wealth Advisors
Virginia
$758K -$6.67K -34 -1%
WQ
1741
Wealth Quarterback
New Jersey
$757K -$8.82K -45 -1%
SFG
1742
SNS Financial Group
Minnesota
$755K -$18.6K -95 -3%
KFS
1743
Kurt F. Somerville
$754K – – –
SFG
1744
Shum Financial Group
California
$753K +$712K +3,630 New
GFA
1745
Gallagher Fiduciary Advisors
Illinois
$752K +$101K +516 +18%
CP
1746
Creekside Partners
California
$748K +$1.18K +6 +0.2%
PTP
1747
Platform Technology Partners
New York
$747K -$13.7K -70 -2%
TFF
1748
The Family Firm
Maryland
$747K +$980 +5 +0.1%
OWP
1749
ORG Wealth Partners
Texas
$747K +$662K +3,377 New
CPA
1750
Cardiff Park Advisors
California
$743K +$659K +3,362 New
68 69
70
71 72

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.