We are live on ! Find out more

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
EBWM
2451
Eagle Bluffs Wealth Management
Missouri
$345K +$891 +4 +0.3%
NI
2452
NDVR Inc
Massachusetts
$344K +$18K +81 +5%
SMA
2453
Seven Mile Advisory
New Jersey
$344K +$145K +649 +71%
TCM
2454
TruNorth Capital Management
Michigan
$344K
CV
2455
Counterweight Ventures
North Carolina
$344K
CWA
2456
Clarus Wealth Advisors
Arizona
$343K -$59.9K -269 -15%
MWM
2457
Mattern Wealth Management
Kansas
$343K -$66.8K -300 -16%
HC
2458
Hamilton Capital
Ohio
$343K +$1.11K +5 +0.3%
MAM
2459
Marotta Asset Management
Virginia
$342K -$22.9K -103 -6%
PWM
2460
Partners Wealth Management
California
$342K +$347K +1,556 New
FDW
2461
Fourth Dimension Wealth
Ohio
$342K +$346K +1,555 New
V
2462
VeraBank
Texas
$341K +$7.13K +32 +2%
WF
2463
Whelan Financial
California
$340K +$53K +238 +18%
HS
2464
Horan Securities
United States
$340K -$7.79K -35 -2%
TLCM
2465
Twin Lakes Capital Management
California
$340K +$891 +4 +0.3%
PFP
2466
Paragon Financial Partners
California
$340K -$22.3K -100 -6%
CG
2467
Clarus Group
Texas
$339K +$2.23K +10 +0.7%
APW
2468
Aurora Private Wealth
New Jersey
$339K -$1.56K -7 -0.5%
HDA
2469
Harold Davidson & Associates
California
$339K +$343K +1,540 New
AP
2470
Adero Partners
California
$338K +$51.7K +232 +18%
VWA
2471
VSM Wealth Advisory
Maryland
$338K +$343K +1,538 New
GWM
2472
GoalFusion Wealth Management
Texas
$338K +$29.8K +134 +10%
SA
2473
Sovran Advisors
California
$338K +$345K +1,551 New
FNA
2474
First National Advisers
Nebraska
$337K -$3.34K -15 -1%
WIC
2475
Willis Investment Counsel
Georgia
$336K +$668 +3 +0.2%

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.