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
Vanguard Group
1
Vanguard Group
Pennsylvania
$20.2B +$343M +1,539,888 +2%
BlackRock
2
BlackRock
New York
$17.3B +$301M +1,352,326 +2%
State Street
3
State Street
Massachusetts
$12.2B -$47.5M -213,310 -0.4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.59B +$95.2M +427,499 +2%
Bank of America
5
Bank of America
North Carolina
$3.55B -$286M -1,284,783 -7%
Morgan Stanley
6
Morgan Stanley
New York
$3.08B -$30.5M -137,152 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.89B +$235M +1,056,457 +9%
Capital World Investors
8
Capital World Investors
California
$2.63B +$2.15B +9,650,534 +413%
Northern Trust
9
Northern Trust
Illinois
$2.38B +$380M +1,704,209 +19%
UBS AM
10
UBS AM
Illinois
$1.78B +$161M +722,582 +10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.71B -$108M -486,308 -6%
Amundi
12
Amundi
France
$1.55B -$276M -1,240,668 -15%
Legal & General Group
13
Legal & General Group
United Kingdom
$1.5B -$43.7M -196,243 -3%
Charles Schwab
14
Charles Schwab
California
$1.47B +$28.2M +126,547 +2%
Norges Bank
15
Norges Bank
Norway
$1.24B -$336M -1,506,607 -21%
Ameriprise
16
Ameriprise
Minnesota
$1.2B -$334M -1,501,333 -22%
UBS Group
17
UBS Group
Switzerland
$1.13B +$224M +1,007,577 +24%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.12B +$22.2M +99,510 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.09B -$69M -309,818 -6%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.06B -$82.7M -371,465 -7%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$1.01B -$110M -492,359 -10%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$980M -$81.3K -365 -8%
Goldman Sachs
23
Goldman Sachs
New York
$967M +$47.6M +213,839 +5%
Wells Fargo
24
Wells Fargo
California
$961M -$33.2M -148,873 -3%
Deutsche Bank
25
Deutsche Bank
Germany
$919M +$122M +548,260 +15%

IBM Hedge Fund Activity: Q4 2024 in Review

3,139 of the 7,593 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.