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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
SCA
676
Sippican Capital Advisors
Massachusetts
$3.15M -$51.8K -927 -2%
WIA
677
World Investment Advisors
California
$3.15M +$647K +11,583 +26%
FIB
678
First Interstate Bank
Montana
$3.15M -$59.2K -1,060 -2%
CP
679
Castleview Partners
Texas
$3.13M +$321K +5,752 +12%
QPBE
680
Quintet Private Bank (Europe)
Luxembourg
$3.13M -$297K -5,313 -9%
MA
681
Mutual Advisors
Nebraska
$3.12M +$41.4K +741 +1%
FNT
682
First National Trust
Pennsylvania
$3.12M -$281K -5,037 -8%
SPC
683
Sigma Planning Corp
Michigan
$3.12M -$61.6K -1,103 -2%
MYIA
684
Mount Yale Investment Advisors
Colorado
$3.12M +$29.7K +532 +1%
LF
685
Longbow Finance
Switzerland
$3.11M +$145K +2,600 +5%
KRSITF
686
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.1M -$95.9K -1,717 -3%
P
687
Pitcairn
Pennsylvania
$3.1M +$322K +5,763 +12%
ECM
688
Exchange Capital Management
Michigan
$3.08M +$644K +11,531 +27%
BE
689
Bonness Enterprises
District of Columbia
$3.07M
DIA
690
Dean Investment Associates
Ohio
$3.07M -$1.37M -24,503 -31%
SHFA
691
SS&H Financial Advisors
Michigan
$3.05M +$281K +5,025 +10%
SMI
692
Shelter Mutual Insurance
Missouri
$3.04M
TC
693
Taika Capital
Florida
$3.04M +$3.01M +53,795 New
PI
694
PFG Investments
New York
$3.03M -$292K -5,234 -9%
AIA
695
AIMZ Investment Advisors
California
$3M -$8.1K -145 -0.3%
3IP
696
3Chopt Investment Partners
Virginia
$3M +$152K +2,726 +5%
GQG Partners
697
GQG Partners
Florida
$2.99M +$2.95M +52,856 New
FWCM
698
Ferguson Wellman Capital Management
Oregon
$2.98M -$164K -2,929 -5%
PCA
699
Providence Capital Advisors
North Carolina
$2.97M +$12.3K +221 +0.4%
WC
700
Woodstock Corp
Massachusetts
$2.96M -$416K -7,447 -12%

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.