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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
APG
1776
Abacus Planning Group
South Carolina
$723K +$51.2K +261 +9%
SIS
1777
Strategic Investment Solutions
Illinois
$723K -$19.2K -98 -3%
KWM
1778
Kolinsky Wealth Management
New Jersey
$723K +$1.57K +8 +0.2%
ZB
1779
Zions Bancorporation
Utah
$722K -$20.4K -104 -3%
QWM
1780
Quadcap Wealth Management
Texas
$722K -$96.3K -491 -13%
SHGA
1781
Sand Hill Global Advisors
California
$721K +$38.8K +198 +6%
TCM
1782
Twin Capital Management
Pennsylvania
$720K +$157K +799 +32%
DFCM
1783
Dark Forest Capital Management
Puerto Rico
$717K +$636K +3,245 New
HR
1784
Howe & Rusling
New York
$715K +$17.3K +88 +3%
MFC
1785
Mechanics Financial Corp
Ohio
$713K – – –
HAM
1786
Harmony Asset Management
Arizona
$713K -$90.2K -460 -12%
BFG
1787
Bouchey Financial Group
New York
$711K +$8.63K +44 +1%
TLP
1788
Trinity Legacy Partners
Texas
$709K – – –
RCA
1789
Resonant Capital Advisors
Wisconsin
$709K +$32.7K +167 +5%
RFP
1790
Roth Financial Partners
Texas
$707K -$5.88K -30 -0.9%
DG
1791
DMC Group
Alabama
$706K +$14.1K +72 +2%
MHWM
1792
Montz Harcus Wealth Management
Louisiana
$706K +$8.04K +41 +1%
CA
1793
Cornerstone Advisory
Maryland
$706K +$13.3K +68 +2%
BWA
1794
BlueSky Wealth Advisors
North Carolina
$704K – – –
BFC
1795
Bedel Financial Consulting
Indiana
$704K -$9.8K -50 -2%
PWP
1796
Private Wealth Partners
California
$704K +$154K +785 +33%
APA
1797
Astoria Portfolio Advisors
New York
$703K +$25.9K +132 +5%
TIA
1798
Traphagen Investment Advisors
New Jersey
$702K -$30K -153 -5%
BAM
1799
Bosun Asset Management
Illinois
$702K -$4.9K -25 -0.8%
WIM
1800
Warwick Investment Management
Texas
$701K -$5.1K -26 -0.8%
70 71
72
73 74

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.