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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
NAM
301
Nissay Asset Management
Japan
$14.8M -$284K -5,090 -2%
WB
302
WesBanco Bank
West Virginia
$14.8M -$425K -7,599 -3%
DWM
303
Dakota Wealth Management
Florida
$14.7M +$11.5M +205,772 +377%
AssetMark Inc
304
AssetMark Inc
California
$14.7M +$3.41M +60,954 +31%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$14.6M -$162K -2,904 -1%
Public Sector Pension Investment Board (PSP Investments)
306
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.5M +$9.36M +167,514 +190%
SF
307
Synovus Financial
Georgia
$14.4M -$315K -5,634 -2%
MOACM
308
Mutual of America Capital Management
New York
$14.4M -$422K -7,558 -3%
AAM
309
Advisors Asset Management
Colorado
$14.3M +$2.3M +41,089 +19%
Kovitz Investment Group Partners
310
Kovitz Investment Group Partners
Illinois
$14.3M -$1.75M -31,278 -11%
QCM
311
Quantinno Capital Management
New York
$14.3M +$3.02M +54,104 +27%
ZIM
312
Zacks Investment Management
Illinois
$14.2M +$13.7M +245,982 +4,936%
PAG
313
Private Advisor Group
New Jersey
$14.2M -$220K -3,945 -2%
Wealthfront Advisers
314
Wealthfront Advisers
California
$14.1M +$8.36M +149,692 +150%
PR
315
Payden & Rygel
California
$14M +$13.8M +247,800 New
CIA
316
Capital Investment Advisors
Georgia
$14M -$655K -11,722 -5%
JFG
317
Jefferies Financial Group
New York
$14M -$1.77M -31,594 -11%
Loomis, Sayles & Company
318
Loomis, Sayles & Company
Massachusetts
$13.9M -$1.81M -32,431 -12%
BDLIB
319
Banque de Luxembourg Investments (BLI)
Luxembourg
$13.8M +$13.8M +247,000 New
Envestnet Portfolio Solutions
320
Envestnet Portfolio Solutions
Illinois
$13.7M +$1.78M +31,884 +15%
CLOS
321
Compagnie Lombard Odier SCmA
Switzerland
$13.6M
AIM
322
Achmea Investment Management
Netherlands
$13.4M +$1.42M +25,429 +12%
CM
323
Capital Management
Virginia
$13.4M -$107K -1,910 -0.8%
Rafferty Asset Management
324
Rafferty Asset Management
New York
$13.4M +$1.21M +21,714 +10%
YCM
325
Yousif Capital Management
Michigan
$13.2M -$261K -4,670 -2%

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.