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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
AP
351
Americana Partners
Texas
$12.1M +$11.9M +213,637 New
Acadian Asset Management
352
Acadian Asset Management
Massachusetts
$12.1M -$4.32M -77,320 -27%
Squarepoint
353
Squarepoint
New York
$12M +$8.85M +158,427 +290%
Pathstone Holdings
354
Pathstone Holdings
New Jersey
$11.9M +$1.22M +21,917 +12%
AGA
355
Altrinsic Global Advisors
Connecticut
$11.8M -$3.81M -68,161 -25%
BPA
356
Beacon Pointe Advisors
California
$11.7M -$408K -7,300 -3%
UB
357
UMB Bank
Missouri
$11.6M +$7.35M +131,595 +178%
AFA
358
Abacus FCF Advisors
Florida
$11.5M +$4.53M +81,017 +66%
GH
359
GAM Holding
Switzerland
$11.5M -$2.2M -39,363 -16%
VPIM
360
Vanguard Personalized Indexing Management
California
$11.4M +$2.27M +40,542 +25%
ONB
361
Old National Bancorp
Indiana
$11.3M -$407K -7,277 -4%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$779K +13,951 +8%
TCA
363
Transcend Capital Advisors
New Jersey
$11.1M -$222K -3,965 -2%
ELC
364
Edgar Lomax Company
Virginia
$11.1M -$212K -3,790 -2%
RT
365
Rockland Trust
Massachusetts
$11M -$184K -3,291 -2%
Allspring Global Investments
366
Allspring Global Investments
North Carolina
$11M -$1.14M -20,443 -10%
MSU
367
Mizuho Securities USA
New York
$10.9M +$3.39M +60,759 +46%
CGH
368
Crossmark Global Holdings
Texas
$10.8M +$307K +5,488 +3%
AWS
369
Atria Wealth Solutions
New York
$10.8M +$1.2M +21,516 +13%
MME
370
Meag Munich Ergo
Germany
$10.7M -$3.42M -61,128 -24%
ZB
371
Zions Bancorporation
Utah
$10.7M +$1.14M +20,480 +12%
SCA
372
Stonebridge Capital Advisors
Minnesota
$10.6M -$3.63K -65 -0%
Connor, Clark & Lunn Investment Management (CC&L)
373
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.5M +$6.55M +117,224 +169%
BCM
374
Brookstone Capital Management
Illinois
$10.5M +$1.03M +18,516 +11%
EMPI
375
Elo Mutual Pension Insurance
Finland
$10.5M -$427K -7,637 -4%

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.