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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
SMFG
801
Sumitomo Mitsui Financial Group
Japan
$2.29M -$11.6M -207,409 -84%
BP
802
Ballentine Partners
Massachusetts
$2.29M +$84.3K +1,508 +4%
JCM
803
Janney Capital Management
Pennsylvania
$2.29M -$288K -5,146 -11%
PS
804
Pensionfund Sabic
Netherlands
$2.29M +$559K +10,000 +33%
USCWA
805
U.S. Capital Wealth Advisors
Texas
$2.28M -$1.09M -19,436 -33%
AA
806
AlphaMark Advisors
Kentucky
$2.27M -$49.4K -885 -2%
CNBT
807
Canandaigua National Bank & Trust
New York
$2.26M -$131K -2,345 -6%
CIC
808
Cornercap Investment Counsel
Georgia
$2.25M -$94.6K -1,693 -4%
Capstone Investment Advisors
809
Capstone Investment Advisors
New York
$2.25M -$1.7M -30,475 -43%
CRIG
810
Charter Research & Investment Group
Connecticut
$2.24M -$98.5K -1,762 -4%
SXL
811
Summit X LLC
Missouri
$2.24M -$51.1K -915 -2%
RCM
812
Raleigh Capital Management
North Carolina
$2.23M -$170K -3,041 -7%
PAM
813
Paradigm Asset Management
New York
$2.23M +$358K +6,400 +19%
BFS
814
Bard Financial Services
Connecticut
$2.23M -$43.3K -775 -2%
DWA
815
Douglass Winthrop Advisors
New York
$2.23M +$124K +2,217 +6%
RWM
816
Ritholtz Wealth Management
New York
$2.23M +$869K +15,546 +65%
WSC
817
Wellington Shields & Co
New York
$2.22M +$192K +3,428 +10%
BFS
818
Bradley Foster & Sargent
Connecticut
$2.22M +$90K +1,611 +4%
NEAM
819
New England Asset Management
Connecticut
$2.22M -$425K -7,600 -16%
MFIM
820
Mesirow Financial Investment Management
Illinois
$2.21M +$82.7K +1,481 +4%
LIM
821
Leavell Investment Management
Alabama
$2.21M +$144K +2,582 +7%
OPA
822
Old Port Advisors
Maine
$2.2M -$1.17K -21 -0.1%
VFO
823
Virtus Family Office
Texas
$2.19M -$202K -3,624 -9%
BHWM
824
Bar Harbor Wealth Management
New Hampshire
$2.19M -$59.2K -1,060 -3%
SB
825
Simmons Bank
Arkansas
$2.19M -$40.2K -720 -2%

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.