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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
BA
1951
Ballast Advisors
Minnesota
$556K -$50.4K -257 -9%
PAM
1952
Pegasus Asset Management
New York
$556K – – –
CWC
1953
Carolinas Wealth Consulting
North Carolina
$555K +$6.86K +35 +1%
BWAM
1954
Boyd Watterson Asset Management
Ohio
$555K -$7.84K -40 -2%
SA
1955
SRN Advisors
Pennsylvania
$555K -$427K -2,180 -46%
PGIM
1956
Pacific Global Investment Management
California
$554K -$980 -5 -0.2%
WG
1957
Wealth Group
North Carolina
$554K -$138K -705 -22%
EFG
1958
Ethos Financial Group
Pennsylvania
$554K +$4.51K +23 +0.9%
WBCM
1959
Wilson & Boucher Capital Management
California
$553K -$9.8K -50 -2%
WP
1960
WealthShield Partners
North Carolina
$553K -$392 -2 -0.1%
PIP
1961
Peachtree Investment Partners
Florida
$553K +$490K +2,501 New
AA
1962
Alta Advisers
United Kingdom
$553K +$19.6K +100 +4%
FCM
1963
Fourpath Capital Management
Oklahoma
$553K +$490K +2,500 New
BPAMU
1964
BTG Pactual Asset Management US
New York
$552K +$490K +2,499 New
WCG
1965
Weaver Consulting Group
California
$552K -$42.2K -215 -8%
AAG
1966
Armstrong Advisory Group
Massachusetts
$552K -$105K -534 -18%
TAM
1967
Trillium Asset Management
Massachusetts
$551K +$196 +1 +0%
TCBWMS
1968
Texas Capital Bank Wealth Management Services
Texas
$550K -$34.1K -174 -7%
NPP
1969
New Potomac Partners
Maryland
$549K – – –
UAS
1970
United Asset Strategies
New York
$549K -$5.49K -28 -1%
AG
1971
AlTi Global
New York
$548K -$372K -1,897 -43%
BIG
1972
Builder Investment Group
Georgia
$547K – – –
FIC
1973
FCG Investment Company
Tennessee
$546K -$13.7K -70 -3%
WAG
1974
Wallace Advisory Group
California
$545K – – –
BIA
1975
Bigelow Investment Advisors
Maine
$545K – – –
77 78
79
80 81

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.