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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
UWS
2551
Unique Wealth Strategies
Illinois
-$297K -5,741 Closed
WG
2552
Winton Group
United Kingdom
-$287K -5,551 Closed
PCS
2553
Private Client Services
Kentucky
-$286K -5,519 Closed
NPPM
2554
North Point Portfolio Managers
Ohio
-$274K -5,287 Closed
WAOI
2555
Wealth Advisors of Iowa
Iowa
-$266K -5,143 Closed
WAM
2556
Weatherly Asset Management
California
-$263K -5,084 Closed
W
2557
WPWealth
Texas
-$255K -4,923 Closed
JF
2558
Jump Financial
Illinois
-$233K -4,500 Closed
VFG
2559
V2 Financial group
Illinois
-$233K -4,500 Closed
GWM
2560
Gitterman Wealth Management
New Jersey
-$230K -4,449 Closed
ACI
2561
Alpha Cubed Investments
California
-$228K -4,404 Closed
VV
2562
Verity & Verity
South Carolina
-$226K -4,365 Closed
TCMP
2563
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$223K -4,313 Closed
BFWM
2564
Bright Futures Wealth Management
New York
-$217K -4,129 Closed
FOA
2565
Five Oceans Advisors
California
-$212K -4,097 Closed
TSS
2566
Two Sigma Securities
New York
-$228K -4,086 Closed
SFG
2567
SNS Financial Group
Minnesota
-$211K -4,077 Closed
FW
2568
FullCircle Wealth
Texas
-$211K -4,005 Closed
GWCM
2569
Godshalk Welsh Capital Management
Pennsylvania
-$207K -4,000 Closed
MW
2570
Maia Wealth
Colorado
-$211K -3,982 Closed
GF
2571
Gimbal Financial
Indiana
-$208K -3,924 Closed
BCP
2572
Blue Chip Partners
Michigan
-$178K -3,438 Closed
GJWM
2573
Gilliland Jeter Wealth Management
Arkansas
-$167K -3,221 Closed
FAM
2574
Flaharty Asset Management
Florida
-$125K -2,415 Closed
BWP
2575
Baldwin Wealth Partners
Massachusetts
-$104K -2,001 Closed

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.