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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
FBT
1876
First Bankers Trust
Kentucky
$631K – – –
DOA
1877
D'Orazio & Associates
Virginia
$629K +$784 +4 +0.1%
BLC
1878
Brown, Lisle/Cummings
Rhode Island
$629K -$6.27K -32 -1%
OCPWS
1879
One Charles Private Wealth Services
Massachusetts
$628K – – –
SI
1880
Seeds Investor
New York
$626K +$203K +1,037 +58%
AIP
1881
ARS Investment Partners
New York
$624K +$118K +600 +27%
GG
1882
Greenwood Gearhart
Arkansas
$622K +$1.76K +9 +0.3%
MFG
1883
Magnus Financial Group
New York
$622K +$1.76K +9 +0.3%
CGA
1884
Crescent Grove Advisors
Illinois
$622K – – –
KLCM
1885
KG&L Capital Management
Louisiana
$621K -$771K -3,934 -58%
RPGK
1886
Retirement Planning Group (Kansas)
Kansas
$618K +$548K +2,796 New
BCG
1887
Breakwater Capital Group
New Jersey
$615K -$33.3K -170 -6%
GIM
1888
Guardian Investment Management
California
$613K – – –
TWM
1889
Trueblood Wealth Management
Ohio
$612K +$19.6K +100 +4%
ACM
1890
Aljian Capital Management
Nevada
$611K +$542K +2,763 New
BIP
1891
Blueprint Investment Partners
North Carolina
$611K +$113K +574 +26%
SC
1892
Sapient Capital
Indiana
$608K +$4.9K +25 +0.9%
NAG
1893
Northstar Advisory Group
New Jersey
$608K -$8.04K -41 -1%
MAM
1894
MWA Asset Management
Massachusetts
$607K +$12.4K +63 +2%
FWI
1895
Facet Wealth Inc
Maryland
$604K +$63.7K +325 +13%
MLA
1896
MB, Levis & Associates
Pennsylvania
$603K -$43.7K -223 -8%
HA
1897
HFG Advisors
Ohio
$603K – – –
OIA
1898
Optimum Investment Advisors
Illinois
$603K – – –
SL
1899
Summitry LLC
California
$602K +$111K +566 +26%
PCMC
1900
Private Capital Management (Colorado)
Colorado
$601K +$62.9K +321 +13%
74 75
76
77 78

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.