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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
QP
501
Quilter Plc
United Kingdom
$6.1M +$2.18M +38,977 +57%
GT
502
Glenview Trust
Kentucky
$6.04M +$237K +4,249 +4%
MGP
503
Metis Global Partners
California
$6.02M +$327K +5,859 +6%
MPM
504
Meritage Portfolio Management
Kansas
$6.02M -$103K -1,838 -2%
JIC
505
Johnson Investment Counsel
Ohio
$6.02M +$24.4K +437 +0.4%
WF
506
Welch & Forbes
Massachusetts
$5.98M -$111K -1,988 -2%
OHIS
507
Oak Harvest Investment Services
Texas
$5.97M +$45.7K +818 +0.8%
Bessemer Group
508
Bessemer Group
New Jersey
$5.93M -$189K -3,375 -3%
KCM
509
Kennedy Capital Management
Missouri
$5.92M +$1.18M +21,118 +25%
GI
510
GAMCO Investors
Connecticut
$5.92M -$353K -6,311 -6%
BFG
511
Berger Financial Group
Minnesota
$5.88M +$83.7K +1,498 +1%
AG
512
Algert Global
California
$5.86M +$236K +4,219 +4%
S
513
SignatureFD
Georgia
$5.81M +$202K +3,609 +4%
CIG
514
CCM Investment Group
Minnesota
$5.81M +$5.79M +103,640 New
Walleye Capital
515
Walleye Capital
New York
$5.77M +$5.47M +97,988 +2,393%
TIM
516
Thompson Investment Management
Wisconsin
$5.77M -$236K -4,229 -4%
BF
517
BOK Financial
Oklahoma
$5.75M +$81.8K +1,464 +1%
ASN
518
Advisory Services Network
Georgia
$5.73M +$762K +13,634 +16%
SGA
519
Strategic Global Advisors
California
$5.7M +$232K +4,156 +4%
A
520
Allianz
Germany
$5.68M -$1.4M -25,031 -20%
TF
521
Talbot Financial
Washington
$5.66M +$325K +5,813 +6%
CA
522
Cornerstone Advisors
North Carolina
$5.62M
IGAM
523
iA Global Asset Management
Quebec, Canada
$5.58M +$1.23M +21,957 +29%
HAI
524
Hennessy Advisors Inc
California
$5.56M -$201K -3,600 -4%
HPC
525
HM Payson & Co
Maine
$5.54M +$424K +7,583 +8%

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.