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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
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$17.5M +$618K +11,057 +4%
KCM
277
Kornitzer Capital Management
Kansas
$17.3M +$845K +15,130 +5%
CB
278
Commerce Bank
Missouri
$16.9M -$1.05M -18,863 -6%
CIBC World Market
279
CIBC World Market
Ontario, Canada
$16.9M -$4.22M -75,551 -20%
SAI
280
Systematic Alpha Investments
New Jersey
$16.8M
CFIA
281
Cantor Fitzgerald Investment Advisors
New York
$16.7M +$10.2K +183 +0.1%
PFSRSONJ
282
Police & Firemen's Retirement System of New Jersey
New Jersey
$16.7M +$16.5M +295,515 New
PAMP
283
Polar Asset Management Partners
Ontario, Canada
$16.7M +$16.4M +294,400 New
EF
284
Empowered Funds
Pennsylvania
$16.6M +$14M +250,451 +576%
DIA
285
Davidson Investment Advisors
Montana
$16.5M +$211K +3,784 +1%
ACA
286
Aptus Capital Advisors
Alabama
$16.2M +$14.8M +265,468 +1,221%
Mirae Asset Global ETFs Holdings
287
Mirae Asset Global ETFs Holdings
Hong Kong
$16.1M -$170K -3,042 -1%
GAM
288
Generali Asset Management
Italy
$16.1M +$15.9M +283,961 New
NCM
289
Nearwater Capital Markets
Ireland
$15.8M +$15.6M +280,000 New
DFG
290
Demars Financial Group
Washington
$15.6M +$49.3M +881,642 New
GAM
291
Gotham Asset Management
New York
$15.6M -$3.43M -61,467 -18%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$15.5M -$353K -6,320 -2%
CS
293
Cannell & Spears
New York
$15.4M -$104K -1,855 -0.7%
PHK
294
Point72 Hong Kong
Hong Kong
$15.3M +$13.8M +246,166 +1,013%
TWC
295
TD Waterhouse Canada
Ontario, Canada
$15.3M +$910K +16,293 +6%
BAMF
296
BI Asset Management Fondsmaeglerselskab
Denmark
$15.1M +$9.11M +163,121 +156%
EDRH
297
Edmond de Rothschild Holding
Switzerland
$15.1M +$1.65M +29,598 +12%
TRSOTSOK
298
Teachers Retirement System of the State of Kentucky
Kentucky
$15M -$750K -13,426 -5%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$14.9M -$6.12M -109,473 -29%
PP
300
Prudential plc
United Kingdom
$14.9M -$2.31M -41,337 -14%

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.