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3,139 hedge funds and large institutions have $127B invested in IBM in 2024 Q4 according to their latest regulatory filings, with 375 funds opening new positions, 1,176 increasing their positions, 1,163 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 375 | Existing positions closed: 110

49% more call options, than puts

Call options by funds: $4.83B | Put options by funds: $3.24B

7% more funds holding

Funds holding: 2,9323,139 (+207)

2% more capital invested

Capital invested by funds: $125B → $127B (+$2.55B)

1% more repeat investments, than reductions

Existing positions increased: 1,176 | Existing positions reduced: 1,163

0.65% more ownership

Funds ownership: 61.5%62.15% (+0.65%)

3% less funds holding in top 10

Funds holding in top 10: 8784 (-3)

Holders
3,139
Holders Change
+207
Holders Change %
+7.06%
% of All Funds
41.34%
Holding in Top 10
84
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.45%
% of All Funds
1.11%
New
375
Increased
1,176
Reduced
1,163
Closed
110
Calls
$4.83B
Puts
$3.24B
Net Calls
+$1.59B
Net Calls Change
+$175M
Name Holding Trade Value Shares
Change
Change in
Stake
MSR
2401
Main Street Research
Connecticut
$365K +$56.8K +255 +18%
SPP
2402
Single Point Partners
Massachusetts
$364K +$369K +1,655 New
HIA
2403
HTG Investment Advisors
Connecticut
$364K -$10.2K -46 -3%
RP
2404
Rice Partnership
Hawaii
$363K -$14.5K -65 -4%
TWM
2405
Trinity Wealth Management
Pennsylvania
$362K +$891 +4 +0.2%
VFPW
2406
Vantage Financial Partners (Wisconsin)
Wisconsin
$362K -$3.34K -15 -0.9%
IWM
2407
Integris Wealth Management
California
$361K -$21.6K -97 -6%
NSB
2408
Norway Savings Bank
Maine
$361K -$4.23K -19 -1%
BAM
2409
Boyar Asset Management
New York
$361K
CCA
2410
Cottonwood Capital Advisors
Utah
$361K -$3.34K -15 -0.9%
MW
2411
Maia Wealth
Colorado
$360K +$61.7K +277 +21%
BTWM
2412
Baker Tilly Wealth Management
Wisconsin
$360K -$12.9K -58 -3%
FFA
2413
Florida Financial Advisors
Florida
$360K +$6.01K +27 +2%
ACGA
2414
Atlanta Consulting Group Advisors
Georgia
$360K -$14.9K -67 -4%
GHA
2415
GW Henssler & Associates
Georgia
$359K
SIC
2416
Sterling Investment Counsel
New York
$357K -$6.68K -30 -2%
RWS
2417
Resolute Wealth Strategies
Mississippi
$357K
LA
2418
Latitude Advisors
Florida
$356K -$6.46K -29 -2%
IP
2419
Isthmus Partners
Wisconsin
$356K +$361K +1,621 New
BFWM
2420
Bright Futures Wealth Management
New York
$356K -$2.25M -10,110 -87%
ACM
2421
Advance Capital Management
Michigan
$356K +$29.4K +132 +9%
CH
2422
Canton Hathaway
Rhode Island
$356K +$44.5K +200 +14%
NCM
2423
Noesis Capital Mangement
Florida
$356K +$47.9K +215 +15%
WWP
2424
WR Wealth Planners
Missouri
$356K +$3.12K +14 +0.9%
SDWMA
2425
Schneider Downs Wealth Management Advisors
Pennsylvania
$355K

IBM Hedge Fund Activity: Q4 2024 in Review

3,139 of the 7,594 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q4 2024, worth a combined $127B — up 2% from $125B a quarter earlier.

Buyers outnumbered sellers: 375 funds opened new IBM positions and 110 closed out — a net gain of 265 holders — while 1,176 added to existing stakes and 1,163 trimmed.

The largest buyer was Capital World Investors, adding an estimated $2.15B. The largest seller was International Assets Investment Management, cutting an estimated $603M.

  • 3,139 institutional investors held IBM (IBM) as of Q4 2024, up from 2,932 in Q3 2024.
  • Funds reported $127B of IBM stock for Q4 2024, up 2% quarter-over-quarter.
  • 375 funds opened new IBM positions in Q4 2024 and 110 closed out, a net change of +265 holders.
  • The largest IBM buyer in Q4 2024 was Capital World Investors, an estimated $2.15B added.
  • The largest IBM seller in Q4 2024 was International Assets Investment Management, an estimated $603M sold.

Based on aggregated 13F filings for Q4 2024.