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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
KAS
326
Kestra Advisory Services
Texas
$13.2M -$1.8M -32,179 -12%
BPCE
327
Bank Pictet & Cie (Europe)
Germany
$13.1M +$12.9M +231,500 New
PMAM
328
Picton Mahoney Asset Management
Ontario, Canada
$13.1M +$5.48M +98,139 +74%
CCM
329
Cinctive Capital Management
New York
$12.9M -$3.36M -60,105 -21%
TC
330
TownSquare Capital
Utah
$12.9M +$4.34M +77,605 +52%
JG
331
Jain Global
New York
$12.8M +$12.7M +226,794 New
Focus Partners Wealth
332
Focus Partners Wealth
Massachusetts
$12.8M +$2.42M +43,334 +24%
AAMU
333
AEGON Asset Management (UK)
United Kingdom
$12.7M -$1.65M -29,605 -12%
Brown Advisory
334
Brown Advisory
Maryland
$12.7M -$222K -3,973 -2%
Fisher Asset Management
335
Fisher Asset Management
Washington
$12.7M -$145K -2,603 -1%
BC
336
Blackhill Capital
New Jersey
$12.6M +$486K +8,700 +4%
CB
337
Community Bank
New York
$12.6M -$154K -2,753 -1%
NIG
338
NFJ Investment Group
Texas
$12.6M +$12.4M +222,089 New
EGM
339
Engineers Gate Manager
New York
$12.5M -$19.4M -347,325 -61%
PE
340
Point72 Europe
United Kingdom
$12.4M +$9.11M +162,962 +292%
VFM
341
Viking Fund Management
North Dakota
$12.4M +$6.99M +125,100 +134%
GHAM
342
Gilman Hill Asset Management
Connecticut
$12.3M -$777K -13,901 -6%
AF
343
Avanza Fonder
Sweden
$12.3M +$12.2M +218,226 New
AAS
344
Avantax Advisory Services
Texas
$12.3M +$1.87M +33,423 +18%
SWP
345
Stratos Wealth Partners
Ohio
$12.3M -$280K -5,009 -2%
MF
346
Magnetar Financial
Illinois
$12.2M +$10.2M +182,616 +540%
OC
347
Oppenheimer & Co
New York
$12.2M -$1.06M -18,991 -8%
SCM
348
Shelton Capital Management
Colorado
$12.2M +$5.87M +105,101 +95%
APM
349
Avidity Partners Management
Texas
$12.2M -$2.68M -48,000 -18%
BB
350
Busey Bank
Illinois
$12.1M +$195K +3,487 +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.