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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
SLWA
476
San Luis Wealth Advisors
California
$6.52M -$153K -2,742 -2%
NAM
477
NorthCrest Asset Manangement
Minnesota
$6.5M -$2.2M -39,374 -26%
HCM
478
Hillman Capital Management
Maryland
$6.49M -$2.56M -45,774 -29%
VVP
479
Venture Visionary Partners
Ohio
$6.47M +$389K +6,969 +6%
I
480
InvesTrust
Oklahoma
$6.47M +$6.41M +114,649 New
MMA
481
Miracle Mile Advisors
California
$6.45M +$397K +7,109 +7%
FFP
482
FourThought Financial Partners
Florida
$6.44M -$659K -11,793 -9%
VIM
483
Vinva Investment Management
Australia
$6.39M -$1.02M -18,166 -14%
Lido Advisors
484
Lido Advisors
California
$6.33M -$1.23M -22,073 -16%
OAC
485
OMERS Administration Corp
Ontario, Canada
$6.33M -$135K -2,409 -2%
SAM
486
Silvercrest Asset Management
New York
$6.32M +$2.79K +50 +0%
CA
487
Clearstead Advisors
Ohio
$6.32M -$505K -9,035 -7%
GIA
488
Gateway Investment Advisers
Ohio
$6.31M -$615 -11 -0%
ACIM
489
Azimuth Capital Investment Management
Michigan
$6.31M +$3.35K +60 +0.1%
KCG
490
Kinsale Capital Group
Virginia
$6.29M +$876K +15,673 +16%
CAMG
491
CWA Asset Management Group
Florida
$6.29M +$1.34M +23,957 +27%
TCM
492
Telos Capital Management
California
$6.24M +$223K +3,985 +4%
BL
493
BCWM LLC
Kansas
$6.24M +$6.16M +110,279 New
LSERS
494
Louisiana State Employees Retirement System
Louisiana
$6.17M -$279K -5,000 -4%
SAM
495
Securian Asset Management
Minnesota
$6.17M -$175K -3,127 -3%
MSRPS
496
Maryland State Retirement & Pension System
Maryland
$6.16M -$450K -8,050 -7%
GIM
497
Grassi Investment Management
California
$6.13M
KCM
498
Kempner Capital Management
Texas
$6.12M
FCBT
499
First Citizens Bank & Trust
North Carolina
$6.11M -$525K -9,397 -8%
MVP
500
Miller Value Partners
Florida
$6.11M +$1.56M +28,000 +35%

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.