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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
JSAM
2426
J. Safra Asset Management
New York
$354K +$234K +1,052 +189%
TC
2427
TAP Consulting
Missouri
$354K +$1.56K +7 +0.4%
DAM
2428
Diamant Asset Management
Connecticut
$354K
CP
2429
Castleview Partners
Texas
$354K +$19.2K +86 +6%
FPWM
2430
FSB Premier Wealth Management
Iowa
$353K
CFG
2431
Carr Financial Group
Massachusetts
$353K -$10.5K -47 -3%
PMG
2432
ProVise Management Group
Florida
$352K -$376K -1,689 -51%
BWA
2433
Bordeaux Wealth Advisors
California
$352K -$35.2K -158 -9%
BIA
2434
Beacon Investment Advisors
Maryland
$351K +$891 +4 +0.3%
CTC (Chicago Trading Company)
2435
CTC (Chicago Trading Company)
Illinois
$351K -$919K -4,127 -72%
AWM
2436
Aprio Wealth Management
Georgia
$351K +$22.5K +101 +7%
BFA
2437
Bright Financial Advisors
Michigan
$350K -$26.7K -120 -7%
BWA
2438
Blodgett Wealth Advisors
California
$350K -$5.57K -25 -2%
MTC
2439
Matrix Trust Company
Colorado
$350K +$291K +1,306 +458%
PCI
2440
Planning Center Inc
Illinois
$349K -$8.46K -38 -2%
BFW
2441
Brady Family Wealth
Missouri
$348K
RMAM
2442
Raab & Moskowitz Asset Management
New Jersey
$348K -$9.13K -41 -3%
IPWA
2443
International Private Wealth Advisors
California
$348K -$3.79K -17 -1%
ISFAN
2444
Investor's Fiduciary Advisor Network
Washington
$348K +$353K +1,583 New
BFAG
2445
Blackston Financial Advisory Group
Florida
$347K -$223 -1 -0.1%
FFA
2446
Fragasso Financial Advisors
Pennsylvania
$347K +$11.6K +52 +3%
PRI
2447
Prepared Retirement Institute
Pennsylvania
$347K +$891 +4 +0.3%
AIFAIM
2448
American Institute for Advanced Investment Management
Arizona
$347K
TF
2449
Tudor Financial
Ohio
$346K +$351K +1,574 New
W
2450
Wealthquest
Ohio
$346K -$41.4K -186 -11%

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.