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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
ATC
601
Argent Trust Co
Tennessee
$4.09M +$32.8K +587 +0.8%
NLP
602
Next Level Private
New York
$4.08M +$8.05K +144 +0.2%
WAOTB
603
Wealth Advisors of Tampa Bay
Florida
$4.06M +$17.1K +306 +0.4%
CA
604
Cullinan Associates
Kentucky
$4.05M -$1.15M -20,628 -22%
EF
605
Empirical Finance
Pennsylvania
$4.05M -$60K -1,073 -1%
PP
606
Patten & Patten
Tennessee
$4.05M -$376K -6,728 -9%
HW
607
Hamilton Wealth
California
$4.04M -$6.95M -124,446 -64%
IAA
608
Independent Advisor Alliance
North Carolina
$4.02M +$1.42M +25,330 +55%
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$4M -$49.8K -892 -1%
SFI
610
Siemens Fonds Invest
Germany
$3.97M +$70.5K +1,262 +2%
SGH
611
Sivik Global Healthcare
Connecticut
$3.96M +$3.91M +70,000 New
MAWAG
612
Mid-American Wealth Advisory Group
Missouri
$3.94M -$906K -16,207 -19%
CCG
613
Cypress Capital Group
Florida
$3.93M -$299K -5,350 -7%
SCA
614
Snowden Capital Advisors
New York
$3.91M -$2M -35,723 -34%
RWP
615
RWA Wealth Partners
Massachusetts
$3.9M +$2.12K +38 +0.1%
Wolverine Trading
616
Wolverine Trading
Illinois
$3.9M -$1.15M -20,508 -23%
AWM
617
Axxcess Wealth Management
California
$3.88M -$325K -5,823 -8%
OTPPB
618
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.87M +$748K +13,394 +24%
ACM
619
Argyle Capital Management
Pennsylvania
$3.81M +$142K +2,550 +4%
HWM
620
Hohimer Wealth Management
Washington
$3.8M -$68.3K -1,223 -2%
VCA
621
Verdence Capital Advisors
Maryland
$3.78M -$673K -12,042 -15%
GLA
622
Good Life Advisors
Pennsylvania
$3.77M +$1.93M +34,459 +107%
HTC
623
Haverford Trust Company
Pennsylvania
$3.77M -$29.3K -525 -0.8%
MAM
624
Morse Asset Management
Connecticut
$3.75M +$3.15M +56,292 +563%
BFA
625
Benedict Financial Advisors
Georgia
$3.74M +$45.6K +817 +1%

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.