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Bristol-Myers Squibb

2,487 hedge funds and large institutions have $91.9B invested in Bristol-Myers Squibb in 2024 Q4 according to their latest regulatory filings, with 375 funds opening new positions, 930 increasing their positions, 912 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

52% more funds holding in top 10

Funds holding in top 10: 2741 (+14)

15% more capital invested

Capital invested by funds: $80B → $91.9B (+$11.9B)

10% more funds holding

Funds holding: 2,2592,487 (+228)

2.46% more ownership

Funds ownership: 76.4%78.86% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 930 | Existing positions reduced: 912

1% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.75B

Holders
2,487
Holders Change
+228
Holders Change %
+10.09%
% of All Funds
32.75%
Holding in Top 10
41
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+51.85%
% of All Funds
0.54%
New
375
Increased
930
Reduced
912
Closed
110
Calls
$1.76B
Puts
$1.75B
Net Calls
+$9M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cresset Asset Management
Illinois
$24.8M -$5.39M -96,514 -18%
GC
227
Grimes & Company
Massachusetts
$24.7M -$531K -9,507 -2%
AL
228
Arnhold LLC
New York
$24.6M -$2.05M -36,634 -8%
AA
229
ALPS Advisors
Colorado
$24.6M -$3.14M -56,153 -11%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.4M -$564K -10,093 -2%
SDIC
231
South Dakota Investment Council
South Dakota
$24.2M
CSIC
232
Clifford Swan Investment Counsel
California
$24.2M -$1.68M -30,078 -7%
FAF
233
Fjarde Ap-fonden
Sweden
$24.1M -$4.43M -79,200 -16%
TS
234
Tamar Securities
California
$23.6M +$221K +3,950 +1%
CCM
235
Chiron Capital Management
Florida
$23.2M -$1.96M -35,078 -8%
TH
236
TCTC Holdings
Texas
$23.1M +$21.1K +377 +0.1%
FP
237
Foundry Partners
Minnesota
$23M +$22.7M +406,683 New
FHA
238
First Horizon Advisors
Tennessee
$23M +$619K +11,072 +3%
II
239
IFM Investors
Australia
$22.5M -$2.09M -37,363 -9%
AB
240
Amalgamated Bank
New York
$22.5M -$67.2K -1,202 -0.3%
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$22M +$2.79M +49,996 +15%
DADC
242
D.A. Davidson & Co
Montana
$21.8M +$410K +7,343 +2%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$21.6M +$710K +12,702 +3%
USAA
244
United Services Automobile Association
Texas
$21.5M -$93.1K -1,667 -0.4%
Lazard Asset Management
245
Lazard Asset Management
New York
$21.5M -$16.8M -300,150 -44%
RPI
246
Railway Pension Investments
United Kingdom
$21.4M +$2.27M +40,600 +12%
ZP
247
Zimmer Partners
New York
$21.4M +$21.1M +378,000 New
SGA
248
Sector Gamma AS
Norway
$20.7M -$13.2M -235,834 -39%
RBI
249
Raiffeisen Bank International
Austria
$20.6M +$20.5M +367,240 New
SOADOR
250
State of Alaska Department of Revenue
Alaska
$20.5M -$5.61M -100,365 -22%

BMY Hedge Fund Activity: Q4 2024 in Review

2,487 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2024, worth a combined $91.9B — up 15% from $80B a quarter earlier.

Buyers outnumbered sellers: 375 funds opened new BMY positions and 110 closed out — a net gain of 265 holders — while 930 added to existing stakes and 912 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $773M.

  • 2,487 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2024, up from 2,259 in Q3 2024.
  • Funds reported $91.9B of Bristol-Myers Squibb stock for Q4 2024, up 15% quarter-over-quarter.
  • 375 funds opened new Bristol-Myers Squibb positions in Q4 2024 and 110 closed out, a net change of +265 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2024 was JP Morgan Chase, an estimated $1.01B added.
  • The largest Bristol-Myers Squibb seller in Q4 2024 was Fidelity Investments, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2024.