Question 1

Which hedge funds and institutional investors hold IBM?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for IBM shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for IBM whale holdings?

Accepted Answer

Conviction level reflects how significant IBM is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to IBM, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for IBM?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about IBM?

Accepted Answer

QoQ changes for IBM show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	54.6M	$13.2B	0.5%	$2896.4B
Capital World	17.1M	$4.1B	0.6%	$732.9B
Geode Capital	3.0M	$731.1M	0.0%	$1607.5B
Citadel	2.2M	$523.5M	0.1%	$618.5B
AQR Capital	1.8M	$440.4M	0.2%	$218.4B
Citadel	1.2M	$297.7M	0.0%	$618.5B
Adage Capital	937.4K	$227.2M	0.4%	$64.8B
Millennium	743.9K	$180.3M	0.1%	$240.3B
Jennison	636.3K	$154.2M	0.1%	$145.4B
American Century	502.7K	$121.9M	0.1%	$194.3B
Millennium	481.6K	$116.7M	0.0%	$240.3B
DE Shaw	286.2K	$69.4M	0.0%	$166.3B
DE Shaw	279.2K	$67.7M	0.0%	$166.3B
DFA	228.9K	$55.5M	0.0%	$481.4B
Arrowstreet	201.1K	$48.7M	0.0%	$184.8B
Point72	200.6K	$48.6M	0.1%	$78.1B
Marshall Wace	148.0K	$35.9M	0.0%	$100.4B
Millennium	130.7K	$31.7M	0.0%	$240.3B
BlackRock	130.5K	$31.6M	0.0%	$5723.5B
Man Group	120.8K	$29.3M	0.1%	$55.1B
DE Shaw	109.8K	$26.6M	0.0%	$166.3B
Point72	89.3K	$21.6M	0.0%	$78.1B
Tudor	88.7K	$21.5M	0.0%	$53.9B
Kayne Anderson	74.9K	$18.1M	0.1%	$34.0B
Balyasny	55.4K	$13.4M	0.0%	$77.1B
Dodge & Cox	46.6K	$11.3M	0.0%	$182.0B
Balyasny	39.9K	$9.7M	0.0%	$77.1B
Gotham Asset	33.1K	$8.0M	0.0%	$32.7B
ClearBridge	29.7K	$7.2M	0.0%	$114.9B
Tudor	28.2K	$6.8M	0.0%	$53.9B
Neuberger Berman (Eisman)	27.7K	$6.7M	0.0%	$131.4B
Balyasny	26.2K	$6.4M	0.0%	$77.1B
Fisher Investments	24.7K	$6.0M	0.0%	$294.9B
GGH	21.8K	$5.3M	0.1%	$8.3B
Gabelli	20.0K	$4.8M	0.0%	$14.8B
Two Sigma	19.8K	$4.8M	0.0%	$123.9B
Fidelity (FMR)	16.0K	$3.9M	0.0%	$1898.4B
Paloma	10.0K	$2.4M	0.5%	$509.7M
GMO	8.5K	$2.1M	0.0%	$39.1B
Citadel	7.1K	$1.7M	0.0%	$618.5B
Two Sigma	4.0K	$970K	0.0%	$123.9B
Horizon Kinetics	3.6K	$869K	0.0%	$9.2B
Wellington	2.0K	$494K	0.0%	$535.5B
Franklin Templeton	1.4K	$347K	0.0%	$408.3B
Epoch	1.2K	$289K	0.0%	$16.5B
Schonfeld	1.1K	$255K	0.0%	$14.2B
Man Group	800	$194K	0.0%	$55.1B
Man Group	800	$194K	0.0%	$55.1B
Northern Trust	581	$141K	—	$756.6B
Acadian	481.9K	$117K	0.2%	$70.5M
Marshall Wace	32	$8K	—	$100.4B
LSV	2.7K	$654	0.0%	$46.4M

IBM

Who Holds IBM

Changes This Quarter