We are live on ! Find out more
IBM icon

IBM
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
WJA
1801
Willis Johnson & Associates
Texas
$699K +$6.86K +35 +1%
WA
1802
WBH Advisory
Maryland
$699K +$9.22K +47 +2%
IAG
1803
Investment Advisory Group
Massachusetts
$699K +$60.2K +307 +11%
LSIA
1804
LaSalle St. Investment Advisors
Illinois
$698K +$95.9K +489 +18%
DIA
1805
Dana Investment Advisors
Wisconsin
$695K -$14.3K -73 -2%
SWA
1806
SOA Wealth Advisors
New York
$694K +$27.3K +139 +5%
ITIM
1807
Indiana Trust & Investment Management
Indiana
$694K -$8.82K -45 -1%
ACM
1808
Allred Capital Management
Texas
$694K +$17.1K +87 +3%
NPF
1809
Norris Perne & French
Michigan
$693K -$9.8K -50 -2%
MCM
1810
MV Capital Management
Maryland
$693K +$4.12K +21 +0.7%
EHWM
1811
Eads & Heald Wealth Management
Georgia
$692K -$16.5K -84 -3%
BW
1812
BIP Wealth
Georgia
$691K +$149K +762 +32%
EARNEST Partners
1813
EARNEST Partners
Georgia
$691K -$13.3K -68 -2%
EGM
1814
Engineers Gate Manager
New York
$690K +$103K +525 +20%
BDFN
1815
Bond & Devick Financial Network
Minnesota
$689K +$63.7K +325 +12%
PHS
1816
Pekin Hardy Strauss
Illinois
$686K +$1.96K +10 +0.3%
HHAA
1817
Henry H. Armstrong Associates
Pennsylvania
$684K -$216K -1,101 -26%
CFMC
1818
Curbstone Financial Management Corp
New Hampshire
$683K +$62K +316 +11%
KIG
1819
Kennedy Investment Group
New Jersey
$683K -$3.14K -16 -0.5%
SIA
1820
Soltis Investment Advisors
Utah
$683K -$64.7K -330 -10%
LFA
1821
LifeGuide Financial Advisors
Pennsylvania
$683K -$167K -853 -22%
SFP
1822
Sweet Financial Partners
Minnesota
$682K -$10.2K -52 -2%
FAFN
1823
First Affirmative Financial Network
Colorado
$680K +$25.1K +128 +4%
LTAS
1824
Linden Thomas Advisory Services
North Carolina
$680K +$146K +747 +32%
RC
1825
Reik & Co
New York
$679K – – –
71 72
73
74 75

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.