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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
Goldman Sachs
26
Goldman Sachs
New York
$696M -$22.7M -406,932 -3%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$640M +$212M +3,787,075 +50%
N
28
Nuveen
North Carolina
$589M +$80.7M +1,444,822 +16%
Pacer Advisors
29
Pacer Advisors
Pennsylvania
$560M -$57.2M -1,024,069 -9%
UBS Group
30
UBS Group
Switzerland
$544M +$111M +1,982,741 +26%
Deutsche Bank
31
Deutsche Bank
Germany
$541M +$50.5M +904,613 +10%
VanEck Associates
32
VanEck Associates
New York
$513M -$48.3M -863,765 -9%
Federated Hermes
33
Federated Hermes
Pennsylvania
$505M +$31.9M +571,107 +7%
Millennium Management
34
Millennium Management
New York
$480M +$184M +3,296,928 +64%
LSV Asset Management
35
LSV Asset Management
Illinois
$471M -$12.6M -226,073 -3%
MGP
36
M&G plc
United Kingdom
$449M -$73.1M -1,308,435 -14%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$439M +$183M +3,275,061 +73%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$426M -$710M -12,711,872 -63%
Wells Fargo
39
Wells Fargo
California
$379M +$20M +357,487 +6%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$368M -$102M -1,820,805 -22%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$338M +$326M +5,827,317 +3,880%
Swiss National Bank
42
Swiss National Bank
Switzerland
$324M -$16.2M -289,300 -5%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$311M -$45.6M -815,575 -13%
Amundi
44
Amundi
France
$292M -$148M -2,655,099 -34%
Fidelity International
45
Fidelity International
Bermuda
$289M +$61.4M +1,098,364 +27%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$265M +$1.52M +27,232 +0.6%
National Pension Service
47
National Pension Service
South Korea
$264M -$220K -3,938 -0.1%
Barclays
48
Barclays
United Kingdom
$262M -$123M -2,192,852 -32%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$260M +$569K +10,176 +0.2%
Raymond James Financial
50
Raymond James Financial
Florida
$258M +$254M +4,554,766 New

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.