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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
VI
726
Vestcor Inc
New Brunswick, Canada
$2.71M +$512K +9,157 +24%
FCH
727
Freestone Capital Holdings
Washington
$2.71M -$1.73M -30,906 -39%
LS
728
Leelyn Smith
Illinois
$2.7M +$12K +215 +0.5%
LCOV
729
London Company of Virginia
Virginia
$2.7M -$198K -3,545 -7%
CEI
730
Clark Estates Inc
New York
$2.7M -$321K -5,750 -11%
KCM
731
Kendall Capital Management
Maryland
$2.69M +$167K +2,985 +7%
CC
732
Cypress Capital
Tennessee
$2.69M +$542K +9,693 +26%
CK
733
Cohen Klingenstein
New York
$2.69M -$1.17M -21,000 -31%
MCM
734
Mill Capital Management
North Carolina
$2.69M -$61.5K -1,100 -2%
MCP
735
Mirador Capital Partners
California
$2.68M +$43.2K +774 +2%
KCM
736
Kerusso Capital Management
North Carolina
$2.67M +$5.81K +104 +0.2%
CSS
737
Cubist Systematic Strategies
Connecticut
$2.66M +$2.29M +41,060 +680%
GAM
738
Groupama Asset Management
France
$2.66M -$906K -16,208 -25%
ISB
739
Iowa State Bank
Iowa
$2.65M +$2.68K +48 +0.1%
TCOT
740
Trust Company of Toledo
Ohio
$2.64M +$466K +8,341 +22%
CIA
741
Choate Investment Advisors
Massachusetts
$2.63M -$26.5K -474 -1%
CRI
742
Commonwealth Retirement Investments
Virginia
$2.63M +$57.7K +1,033 +2%
LWP
743
LMG Wealth Partners
Louisiana
$2.63M +$51.6K +923 +2%
DT
744
Diversified Trust
Tennessee
$2.61M -$792K -14,179 -24%
CCP
745
Clarkston Capital Partners
Michigan
$2.6M
WA
746
Wealth Alliance
New York
$2.58M -$3.13K -56 -0.1%
VF
747
Virtu Financial
New York
$2.55M +$2.52M +45,141 New
DSC
748
Duncker Streett & Co
Missouri
$2.55M -$53.6K -960 -2%
VSQM
749
V-Square Quantitative Management
Illinois
$2.55M +$81.7K +1,462 +3%
TCOV
750
Trust Company of Vermont
Vermont
$2.55M +$313K +5,595 +14%

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.