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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
MML Investors Services
251
MML Investors Services
Massachusetts
$20.5M +$2.7M +48,340 +15%
SA
252
Sanctuary Advisors
Indiana
$20.3M +$1.25M +22,388 +7%
PDM
253
Penn Davis McFarland
Texas
$20.2M +$391 +7 +0%
TLP
254
Tri Locum Partners
New York
$20.1M +$19.9M +355,366 New
UIM
255
USS Investment Management
United Kingdom
$20M -$2.62M -46,833 -12%
IMPI
256
Ilmarinen Mutual Pension Insurance
Finland
$19.9M +$10.2M +182,000 +107%
IHAM
257
Integral Health Asset Management
New York
$19.8M +$9.78M +175,000 +100%
BSA
258
Braun Stacey Associates
New York
$19.7M +$19.5M +348,518 New
AS
259
Aware Super
Australia
$19.7M +$19.4M +347,649 New
FSA
260
Franklin Street Advisors
North Carolina
$19.6M +$19.1M +342,658 +7,223%
Balyasny Asset Management
261
Balyasny Asset Management
Illinois
$19.6M -$28.8M -515,384 -60%
ProShare Advisors
262
ProShare Advisors
Maryland
$19.6M +$1.65M +29,563 +9%
SC
263
Scotia Capital
Ontario, Canada
$19.4M +$7.62M +136,425 +66%
ECM
264
ExodusPoint Capital Management
New York
$19.4M +$11.3M +202,426 +145%
VMPIC
265
Varma Mutual Pension Insurance Co
Finland
$19.3M -$5.86M -104,800 -23%
PFPT
266
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.1M -$119K -2,125 -0.6%
Simplex Trading
267
Simplex Trading
Illinois
$19M -$808K -14,458 -4%
URS
268
Utah Retirement Systems
Utah
$19M +$50.3K +900 +0.3%
X
269
Xponance
Pennsylvania
$18.9M +$635K +11,370 +4%
HW
270
Hancock Whitney
Mississippi
$18.2M +$174K +3,107 +1%
Daiwa Securities Group
271
Daiwa Securities Group
Japan
$18.2M -$458K -8,196 -2%
CWM
272
CIBC World Markets
New York
$18.1M +$2.5M +44,772 +16%
NYLIM
273
New York Life Investment Management
New York
$17.8M +$236K +4,219 +1%
GF
274
Gabelli Funds
New York
$17.8M -$1.09M -19,450 -6%
QCM
275
QRG Capital Management
Illinois
$17.5M +$1.13M +20,177 +7%

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.