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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
DSN
1976
D. Scott Neal
Kentucky
$545K -$588 -3 -0.1%
CT
1977
Coastline Trust
Rhode Island
$545K – – –
MCM
1978
Magnolia Capital Management
New York
$543K – – –
SC
1979
Sinecera Capital
Texas
$542K +$2.16K +11 +0.5%
NRG
1980
Nemes Rush Group
Michigan
$542K +$588 +3 +0.1%
SCG
1981
Sonata Capital Group
Washington
$541K -$74.5K -380 -13%
WCFA
1982
Walkner Condon Financial Advisors
Wisconsin
$540K -$18.6K -95 -4%
BFA
1983
Brendel Financial Advisors
New Hampshire
$539K – – –
UWS
1984
Unique Wealth Strategies
Illinois
$537K +$456K +2,327 +2,238%
BWP
1985
Balboa Wealth Partners
Arizona
$537K +$178K +910 +60%
TSWM
1986
Tyler-Stone Wealth Management
Ohio
$537K +$261K +1,332 +122%
RWB
1987
RMR Wealth Builders
New Jersey
$536K +$19.8K +101 +4%
AFAS
1988
Acorn Financial Advisory Services
Virginia
$536K – – –
COCM
1989
Charter Oak Capital Management
New Hampshire
$536K +$37.3K +190 +9%
GFG
1990
Goldstone Financial Group
Illinois
$535K +$235K +1,201 +98%
BCMLT
1991
Beacon Capital Management LLC (Tennessee)
Tennessee
$535K – – –
OL
1992
OneFund LLC
Florida
$535K +$4.71K +24 +1%
SPWM
1993
Schrum Private Wealth Management
Florida
$534K +$237K +1,208 +100%
AAP
1994
Aristotle Atlantic Partners
Florida
$531K – – –
MJRIC
1995
Mogy Joel R Investment Counsel
California
$531K – – –
QPBE
1996
Quintet Private Bank (Europe)
Luxembourg
$530K +$35.9K +183 +8%
FFWM
1997
Future Financial Wealth Management
Ohio
$529K +$588 +3 +0.1%
RP
1998
Rowlandmiller & Partners
Georgia
$529K +$7.84K +40 +2%
AIS
1999
AM Investment Strategies
Tennessee
$528K +$1.57K +8 +0.3%
PA
2000
Prossimo Advisors
California
$528K +$18.2K +93 +4%
78 79
80
81 82

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.