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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
OPS
776
Orion Portfolio Solutions
Nebraska
$2.43M +$192K +3,436 +9%
ORG
777
Optimist Retirement Group
Washington
$2.43M -$39.6K -708 -2%
HIC
778
Holderness Investments Company
North Carolina
$2.42M +$119K +2,128 +5%
MGIA
779
Moneta Group Investment Advisors
Missouri
$2.42M +$248K +4,435 +12%
RIM
780
Redwood Investment Management
Arizona
$2.4M -$5.52M -98,724 -70%
MFG
781
Merit Financial Group
Georgia
$2.4M +$603K +10,796 +34%
BWAM
782
Boyd Watterson Asset Management
Ohio
$2.4M
OC
783
Optimas Capital
Hong Kong
$2.4M -$1.15M -20,500 -33%
WTFG
784
Wells Trecaso Financial Group
Ohio
$2.39M -$96.7K -1,730 -4%
LCM
785
Legato Capital Management
California
$2.38M
CPRC
786
Consolidated Portfolio Review Corp
New York
$2.38M +$2.35M +42,066 New
BSB
787
Bangor Savings Bank
Maine
$2.38M -$39K -698 -2%
BOC
788
Barbara Oil Co
Illinois
$2.38M
AAMU
789
APG Asset Management US
New York
$2.37M +$701K +12,546 +43%
NFC
790
Northeast Financial Consultants
Connecticut
$2.36M +$56 +1 +0%
PI
791
Pettee Investors
Connecticut
$2.36M -$26.8K -480 -1%
EI
792
EDMP Inc
Florida
$2.35M +$9.55K +171 +0.4%
FRA
793
Frank Rimerman Advisors
California
$2.34M +$93.1K +1,667 +4%
BBWA
794
Bell & Brown Wealth Advisors
California
$2.34M +$61.4K +1,099 +3%
ECM
795
Evergreen Capital Management
Washington
$2.33M +$92.4K +1,654 +4%
ERSOT
796
Employees Retirement System of Texas
Texas
$2.32M -$869K -15,560 -27%
AF
797
Ally Financial
Michigan
$2.32M -$2.46M -44,000 -52%
SIC
798
SFE Investment Counsel
California
$2.32M -$261K -4,675 -10%
CCT
799
Chemung Canal Trust
New York
$2.31M -$6.98K -125 -0.3%
CSP
800
Cary Street Partners
Virginia
$2.3M +$2.27M +40,689 New

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.