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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
BCWM
401
Bartlett & Co Wealth Management
Ohio
$9.43M -$327K -5,860 -3%
BAM
402
Belpointe Asset Management
Nevada
$9.41M -$388K -6,943 -4%
CAM
403
Close Asset Management
United Kingdom
$9.41M
SG Americas Securities
404
SG Americas Securities
New York
$9.4M +$5.61M +100,400 +153%
SC
405
Stempoint Capital
New York
$9.39M -$6.1M -109,235 -40%
HNB
406
Huntington National Bank
Ohio
$9.31M -$782 -14 -0%
EAM
407
Erste Asset Management
Austria
$9.27M -$624K -11,164 -6%
SC
408
Skylands Capital
Wisconsin
$9.26M -$972K -17,400 -10%
1IA
409
1834 Investment Advisors
Wisconsin
$9.24M -$588K -10,518 -6%
AAA
410
Adams Asset Advisors
Texas
$9.23M +$9.55K +171 +0.1%
GIBU
411
Gulf International Bank (UK)
United Kingdom
$9.13M -$94.2K -1,686 -1%
PD
412
Point72 (DIFC)
United Arab Emirates
$9.1M +$8.99M +160,842 New
DP
413
Diadema Partners
New Jersey
$9.05M +$8.94M +160,000 New
HIMC
414
Heritage Investors Management Corp
Maryland
$9.03M -$200K -3,573 -2%
RFC
415
Regions Financial Corp
Alabama
$9.02M -$579K -10,355 -6%
JPMIA
416
J.P. Marvel Investment Advisors
Massachusetts
$9.01M -$40.8K -730 -0.5%
KFP
417
Keystone Financial Planning
Ohio
$9M +$10.2K +183 +0.1%
Arrowstreet Capital
418
Arrowstreet Capital
Massachusetts
$8.96M -$105M -1,872,718 -92%
SG
419
Sienna Gestion
France
$8.95M +$7.77M +139,048 +722%
TB
420
Terril Brothers
Missouri
$8.95M +$436K +7,805 +5%
MLL
421
Moody Lynn & Lieberson
Massachusetts
$8.93M +$7.54M +134,901 +586%
SPIA
422
Steward Partners Investment Advisory
New York
$8.87M +$426K +7,624 +5%
FRM
423
Foundation Resource Management
Arkansas
$8.85M -$43.2K -773 -0.5%
JGUA
424
John G. Ullman & Associates
New York
$8.81M -$147K -2,632 -2%
WSFS
425
Wilmington Savings Fund Society
Delaware
$8.81M -$222K -3,979 -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.