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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
NMERB
526
New Mexico Educational Retirement Board
New Mexico
$5.47M -$140K -2,500 -3%
SC
527
Savant Capital
Illinois
$5.47M +$68.8K +1,231 +1%
ClearBridge Investments
528
ClearBridge Investments
New York
$5.46M -$3.91K -70 -0.1%
TIAA Trust, National Association
529
TIAA Trust, National Association
North Carolina
$5.45M -$240K -4,290 -4%
NB
530
Norinchukin Bank
Japan
$5.43M +$562K +10,055 +12%
GWM
531
Geneos Wealth Management
Colorado
$5.43M +$199K +3,560 +4%
ACM
532
Altrius Capital Management
North Carolina
$5.38M -$146K -2,611 -3%
CCMINC
533
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.38M +$19.7K +353 +0.4%
TAM
534
Tocqueville Asset Management
New York
$5.35M -$32.6K -584 -0.6%
SYBT
535
Stock Yards Bank & Trust
Kentucky
$5.25M -$199K -3,563 -4%
MFAM
536
Motley Fool Asset Management
Virginia
$5.22M +$602K +10,767 +13%
TCM
537
Twin Capital Management
Pennsylvania
$5.21M +$517K +9,245 +11%
NG
538
Norden Group
Utah
$5.21M +$3.93M +70,423 +325%
MIF
539
Mediolanum International Funds
Ireland
$5.18M +$228K +4,085 +5%
SSB
540
Sandy Spring Bank
Maryland
$5.16M -$111K -1,987 -2%
PI
541
PGGM Investments
Netherlands
$5.15M +$750K +13,426 +17%
CIP
542
Convergence Investment Partners
Florida
$5.12M +$385K +6,888 +8%
AWA
543
Aaron Wealth Advisors
Illinois
$5.11M +$123K +2,207 +3%
TI
544
Tidal Investments
Wisconsin
$5.1M -$1.96M -35,153 -28%
EH
545
Equitable Holdings
New York
$5.07M -$222K -3,974 -4%
WIS
546
Wright Investors Service
Connecticut
$5.07M -$1.69M -30,168 -25%
MA
547
Montag & Associates
Georgia
$5.05M +$3.8M +67,966 +319%
MC
548
Moors & Cabot
Massachusetts
$5.05M +$647K +11,578 +15%
PCIG
549
Partners Capital Investment Group
Massachusetts
$5.02M -$4.59M -82,205 -48%
SW
550
SVB Wealth
Massachusetts
$4.94M +$4.88M +87,294 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.