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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
LOAMS
651
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.39M +$310K +5,557 +10%
PWM
652
Perigon Wealth Management
California
$3.39M +$645K +11,536 +24%
AAM
653
AR Asset Management
California
$3.38M
WAS
654
Wesleyan Assurance Society
United Kingdom
$3.37M -$548K -9,811 -14%
DCM
655
Donaldson Capital Management
Indiana
$3.36M +$1.27M +22,653 +62%
LFM
656
LGT Fund Management
Liechtenstein
$3.34M +$187K +3,338 +6%
SCP
657
Shorepoint Capital Partners
Massachusetts
$3.3M +$69.7K +1,248 +2%
ECM
658
Everence Capital Management
Indiana
$3.3M -$973K -17,420 -23%
TMAM
659
Tokio Marine Asset Management
Japan
$3.29M +$155K +2,769 +5%
FM
660
Family Management
New York
$3.29M +$3.34M +59,830 New
ITC
661
Inspire Trust Company
Nevada
$3.28M -$2.54M -45,500 -44%
RAM
662
Roanoke Asset Management
New Jersey
$3.27M +$105K +1,883 +3%
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$3.27M -$485K -8,683 -13%
CDDEC
664
Caisse Des Depots Et Consignations
France
$3.25M +$3.21M +57,487 New
WS
665
Wedbush Securities
California
$3.25M +$90.4K +1,618 +3%
MBTD
666
Mechanics Bank - Trust Department
California
$3.23M -$208K -3,725 -6%
PCM
667
Poehling Capital Management
Wisconsin
$3.23M -$1.9K -34 -0.1%
SCA
668
Sage Capital Advisors
South Dakota
$3.23M +$31.7K +567 +1%
SFS
669
Sowell Financial Services
Arkansas
$3.21M -$127K -2,277 -4%
PAS
670
Park Avenue Securities
New York
$3.21M +$780K +13,952 +33%
LD
671
Lipe & Dalton
New York
$3.21M +$11.6K +208 +0.4%
TNBTD
672
Trustmark National Bank Trust Department
Mississippi
$3.19M +$1M +17,945 +47%
PA
673
Promethium Advisors
Maryland
$3.17M -$754K -13,500 -19%
RFM
674
Royal Fund Management
Florida
$3.16M -$27.6K -494 -0.9%
IIM
675
Intact Investment Management
Quebec, Canada
$3.16M -$13.9M -248,600 -82%

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.