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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
HWM
2026
Horizon Wealth Management
Illinois
$510K +$22K +112 +5%
DWM
2027
Destination Wealth Management
California
$508K +$43.5K +222 +11%
LPAM
2028
Lodestar Private Asset Management
California
$508K -$588 -3 -0.1%
OC
2029
Oakworth Capital
Alabama
$507K +$107K +544 +31%
GXJ
2030
Global X Japan
Japan
$507K -$7.06K -36 -2%
NQWM
2031
Northwest Quadrant Wealth Management
Oregon
$507K +$1.57K +8 +0.4%
MBTD
2032
Mechanics Bank - Trust Department
California
$506K -$7.25K -37 -2%
LIG
2033
Lokken Investment Group
Delaware
$505K +$2.16K +11 +0.5%
CWA
2034
CM Wealth Advisors
Ohio
$505K – – –
SAA
2035
Southeast Asset Advisors
Georgia
$505K – – –
UB
2036
Umpqua Bank
Oregon
$504K +$18.4K +94 +4%
GWAM
2037
Guardian Wealth Advisors (Minnesota)
Minnesota
$503K -$196 -1 -0%
FMTC
2038
Farmers & Merchants Trust Company
California
$503K -$52K -265 -10%
KIG
2039
Kowal Investment Group
Wisconsin
$503K +$26.3K +134 +6%
RWM
2040
Rench Wealth Management
Texas
$502K -$350K -1,784 -44%
FFG
2041
Fiduciary Financial Group
California
$501K +$42.5K +217 +11%
ES
2042
Eagle Strategies
New York
$501K -$25.9K -132 -6%
RPWA
2043
Regent Peak Wealth Advisors
Georgia
$500K +$7.25K +37 +2%
CPSAC
2044
Chas P. Smith & Associates (CPS)
Florida
$500K +$26.9K +137 +6%
WFAG
2045
Wescott Financial Advisory Group
Pennsylvania
$500K +$3.33K +17 +0.8%
EAM
2046
Evanson Asset Management
California
$498K +$30.4K +155 +7%
WW
2047
Waterfront Wealth
Kansas
$498K +$8.04K +41 +2%
FIM
2048
Fruth Investment Management
Texas
$496K -$98K -500 -18%
WAAG
2049
Wealth Alliance Advisory Group
Kansas
$496K -$647K -3,301 -60%
YCG
2050
Yeomans Consulting Group
Georgia
$495K +$125K +639 +40%
80 81
82
83 84

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.