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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
ATS
2576
Ashton Thomas Securities
New York
-$87.4K -1,689 Closed
VAMG
2577
Voisard Asset Management Group
Michigan
-$78K -1,507 Closed
IAS
2578
IMA Advisory Services
Colorado
-$56.4K -1,091 Closed
BIC
2579
Beach Investment Counsel
Pennsylvania
-$53K -1,020 Closed
MWA
2580
MFA Wealth Advisors
Pennsylvania
-$48.3K -934 Closed
CPA
2581
Clear Point Advisors
New York
-$40.9K -790 Closed
GAG
2582
Goodman Advisory Group
Massachusetts
-$33.5K -647 Closed
DWS
2583
Dynamic Wealth Strategies
California
-$31K -590 Closed
KSB
2584
Kennebec Savings Bank
Maine
-$28.1K -544 Closed
LI
2585
Louisbourg Investments
New Brunswick, Canada
-$27.4K -529 Closed
RWM
2586
Reston Wealth Management
Virginia
-$25.5K -492 Closed
CA
2587
Centerpoint Advisors
Massachusetts
-$19K -375 Closed
RWA
2588
Redmont Wealth Advisors
Illinois
-$18.5K -358 Closed
GSEP
2589
Golden State Equity Partners
California
-$15K -290 Closed
SFCL
2590
Strengthening Families & Communities LLC
Massachusetts
-$14.7K -284 Closed
HGA
2591
Hobbs Group Advisors
South Carolina
-$14.5K -281 Closed
CA
2592
Claris Advisors
Missouri
-$14.4K -278 Closed
BSC
2593
Brown Shipley & Co
United Kingdom
-$12.2K -235 Closed
ITFISA
2594
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$9.42K -182 Closed
NFA
2595
Northwest Financial Advisors
Virginia
-$3.36K -65 Closed
SRCM
2596
Signature Resources Capital Management
California
-$2.95K -57 Closed
CAM
2597
Costello Asset Management
Pennsylvania
-$2.59K -50 Closed
HC
2598
Hoese & Co
Minnesota
-$2.59K -50 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.