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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
GAM
576
Griffin Asset Management
New York
$4.5M +$31.5K +563 +0.7%
PCM
577
Parsons Capital Management
Rhode Island
$4.5M -$261K -4,665 -6%
TCM
578
Tufton Capital Management
Maryland
$4.49M -$185K -3,304 -4%
RB
579
Rodgers Brothers
Pennsylvania
$4.49M +$559 +10 +0%
BMSSC
580
B. Metzler seel. Sohn & Co
Germany
$4.46M +$72.9K +1,305 +2%
VCM
581
Versant Capital Management
Arizona
$4.45M +$542K +9,692 +14%
RBA
582
Richard Bernstein Advisors
New York
$4.44M
AF
583
Allworth Financial
California
$4.44M +$817K +14,624 +23%
VLKIM
584
Van Lanschot Kempen Investment Management
Netherlands
$4.44M +$4.35M +77,923 +13,230%
CG
585
Caprock Group
Idaho
$4.44M +$994K +17,796 +29%
DWP
586
Daymark Wealth Partners
Ohio
$4.41M +$34.3K +614 +0.8%
DAM
587
Delta Asset Management
Tennessee
$4.37M -$127K -2,270 -3%
SCM
588
Sterling Capital Management
North Carolina
$4.26M +$1.04M +18,528 +33%
XF
589
XML Financial
Maryland
$4.25M +$32.6K +583 +0.8%
Edgewood Management
590
Edgewood Management
Connecticut
$4.24M
WT
591
Whittier Trust
California
$4.23M -$10.6K -189 -0.3%
ATPW
592
Ashton Thomas Private Wealth
Arizona
$4.23M +$1.36M +24,314 +48%
VA
593
Vident Advisory
Georgia
$4.21M -$189K -3,382 -4%
RBC
594
Romano Brothers & Co
Illinois
$4.21M -$380K -6,801 -8%
SWMG
595
Signature Wealth Management Group
Georgia
$4.18M +$86.4K +1,547 +2%
HWM
596
HB Wealth Management
Georgia
$4.16M +$616K +11,023 +18%
NEI
597
Northwest & Ethical Investments
Ontario, Canada
$4.16M +$3.2M +57,331 +355%
DILIC
598
Dai-ichi Life Insurance Company
Japan
$4.14M +$390K +6,988 +11%
TAIM
599
Te Ahumairangi Investment Management
New Zealand
$4.14M -$2M -35,803 -33%
TFA
600
Toth Financial Advisory
Virginia
$4.13M +$896K +16,041 +28%

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.