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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
SAM
1901
Secure Asset Management
Michigan
$600K +$118K +604 +29%
CTB
1902
Country Trust Bank
Illinois
$600K – – –
VIM
1903
Vinva Investment Management
Australia
$599K +$532K +2,711 New
Eagle Capital Management (New York)
1904
Eagle Capital Management (New York)
New York
$597K – – –
CH
1905
Cromwell Holdings
Wyoming
$596K +$588 +3 +0.1%
BC
1906
Barrett & Company
Rhode Island
$594K +$980 +5 +0.2%
HPG
1907
Harvest Portfolios Group
Ontario, Canada
$592K -$92.4K -471 -15%
GSEP
1908
Golden State Equity Partners
California
$592K -$1.79M -9,108 -78%
SA
1909
Strategic Advocates
Utah
$590K +$269K +1,372 +106%
SOAMC
1910
Spirit of America Management Corp
New York
$590K – – –
EWA
1911
EverSource Wealth Advisors
Alabama
$589K +$21.4K +109 +4%
VWA
1912
Visionary Wealth Advisors
Illinois
$588K +$24.7K +126 +5%
FF
1913
Financial Futures
New Jersey
$588K -$20K -102 -4%
FF
1914
Francis Financial
$587K +$20.8K +106 +4%
FBB
1915
Fulton Breakefield Broenniman
Maryland
$586K +$392 +2 +0.1%
OWA
1916
Opal Wealth Advisors
New York
$585K -$4.9K -25 -0.9%
FA
1917
Fiduciary Alliance
South Carolina
$584K +$193K +983 +59%
RIA
1918
Retirement Investment Advisors
Oklahoma
$584K +$104K +528 +25%
FOA
1919
Five Oceans Advisors
California
$583K +$68.6K +350 +15%
OCM
1920
Orion Capital Management
California
$581K +$9.8K +50 +2%
FIB
1921
First Interstate Bank
Montana
$581K +$165K +839 +47%
LGA
1922
Lebenthal Global Advisors
New York
$581K -$192K -981 -27%
PM
1923
Penbrook Management
New York
$580K -$211K -1,075 -29%
TWM
1924
TriaGen Wealth Management
California
$579K -$19.6K -100 -4%
TIM
1925
Tortoise Investment Management
New York
$578K +$2.75K +14 +0.5%
75 76
77
78 79

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.