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IBM

2,754 hedge funds and large institutions have $95B invested in IBM in 2024 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,192 increasing their positions, 1,005 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $2.02B

19% more repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 1,005

0.28% more ownership

Funds ownership: 59.56% → 59.84% (+0.28%)

7% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 164

2% less funds holding

Funds holding: 2,802 → 2,754 (-48)

9% less capital invested

Capital invested by funds: $104B → $95B (-$9.02B)

29% less funds holding in top 10

Funds holding in top 10: 69 → 49 (-20)

Holders
2,754
Holders Change
-48
Holders Change %
-1.71%
% of All Funds
39.77%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.71%
New
153
Increased
1,192
Reduced
1,005
Closed
164
Calls
$2.59B
Puts
$2.02B
Net Calls
+$571M
Net Calls Change
-$186M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$347M
2
UBS AM
UBS AM
Illinois
+$314M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$184M
4
Swedbank
Swedbank
Sweden
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$171M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$340M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$213M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$141M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.4B +$171M +982,065 +1%
BlackRock
2
BlackRock
New York
$13B +$46.3M +266,538 +0.4%
State Street
3
State Street
Massachusetts
$9.42B -$4M -23,005 -0%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.54B +$124M +714,467 +4%
Bank of America
5
Bank of America
North Carolina
$2.83B +$1.67M +9,602 +0.1%
Morgan Stanley
6
Morgan Stanley
New York
$2.39B -$62.8M -361,576 -3%
Amundi
7
Amundi
France
$1.66B +$36M +207,301 +2%
Northern Trust
8
Northern Trust
Illinois
$1.64B +$34.3M +197,449 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.47B -$41.3M -237,936 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.32B +$58.1M +334,102 +5%
UBS AM
11
UBS AM
Illinois
$1.32B +$314M +1,809,989 +31%
Ameriprise
12
Ameriprise
Minnesota
$1.27B +$77.3M +444,698 +6%
Legal & General Group
13
Legal & General Group
United Kingdom
$1.15B +$5.26M +30,281 +0.5%
Charles Schwab
14
Charles Schwab
California
$1.13B +$12.8M +73,734 +1%
Norges Bank
15
Norges Bank
Norway
$936M -$7.97M -45,885 -0.8%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$908M -$141M -808,773 -13%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$848M -$174M -1,000,822 -17%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$836M -$78.4M -451,114 -9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$829M +$52.9M +304,390 +7%
Goldman Sachs
20
Goldman Sachs
New York
$798M +$47.5M +273,575 +6%
Wells Fargo
21
Wells Fargo
California
$764M +$3.41M +19,624 +0.4%
Barclays
22
Barclays
United Kingdom
$760M +$80.3M +461,879 +12%
Invesco
23
Invesco
Georgia
$718M +$22.8M +131,396 +3%
UBS Group
24
UBS Group
Switzerland
$700M +$39M +224,285 +6%
First Trust Advisors
25
First Trust Advisors
Illinois
$617M +$62.6M +360,122 +11%
1
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IBM Hedge Fund Activity: Q2 2024 in Review

2,754 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2024, worth a combined $95B — down 8.7% from $104B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of IBM and 153 opened new positions — a net loss of 11 holders — while 1,005 trimmed existing stakes and 1,192 added.

The largest buyer was Capital World Investors, adding an estimated $347M. The largest seller was Arrowstreet Capital, cutting an estimated $340M.

  • 2,754 institutional investors held IBM (IBM) as of Q2 2024, down from 2,802 in Q1 2024.
  • Funds reported $95B of IBM stock for Q2 2024, down 8.7% quarter-over-quarter.
  • 153 funds opened new IBM positions in Q2 2024 and 164 closed out, a net change of -11 holders.
  • The largest IBM buyer in Q2 2024 was Capital World Investors, an estimated $347M added.
  • The largest IBM seller in Q2 2024 was Arrowstreet Capital, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2024.