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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
EB
826
Eastern Bank
Massachusetts
$2.19M -$367K -6,571 -15%
CC
827
Courier Capital
New York
$2.17M -$257K -4,607 -11%
TIM
828
Thornburg Investment Management
New Mexico
$2.17M -$1.72M -30,790 -45%
RMC
829
Resources Management Corp
Connecticut
$2.16M -$864K -15,472 -29%
BG
830
Bellevue Group
Switzerland
$2.16M +$72K +1,288 +3%
PCS
831
Personal CFO Solutions
New Jersey
$2.15M +$860K +15,389 +68%
SJL
832
Shayne & Jacobs LLC
Tennessee
$2.14M -$97.3K -1,742 -4%
PAM
833
Peak Asset Management
Colorado
$2.14M
PCA
834
Purkiss Capital Advisors
Connecticut
$2.13M +$2.11M +37,726 New
CT
835
Caldwell Trust
Florida
$2.13M -$70.6K -1,264 -3%
IAIM
836
International Assets Investment Management
Florida
$2.12M -$128M -2,291,754 -98%
TG
837
TCW Group
California
$2.11M +$40.3K +721 +2%
VCM
838
Voleon Capital Management
California
$2.11M +$2.08M +37,313 New
EC
839
Enhancing Capital
Pennsylvania
$2.11M +$2.08M +37,300 New
SFO
840
Stokes Family Office
Louisiana
$2.1M -$101K -1,813 -5%
AFCM
841
Applied Finance Capital Management
Puerto Rico
$2.1M -$193K -3,456 -9%
RIL
842
Rothschild Investment LLC
Illinois
$2.09M -$141K -2,516 -6%
HAM
843
Hedges Asset Management
Nevada
$2.07M -$27.9K -500 -1%
MC
844
Machina Capital
France
$2.07M +$549K +9,820 +37%
FP
845
Factorial Partners
New York
$2.06M
UWM
846
Udine Wealth Management
Florida
$2.06M +$26.3K +471 +1%
SGCA
847
Steel Grove Capital Advisors
Tennessee
$2.05M -$401K -7,183 -17%
CCM
848
Coldstream Capital Management
Washington
$2.05M +$400K +7,154 +25%
KCM
849
Kanawha Capital Management
Virginia
$2.05M -$30.4K -544 -1%
LJAC
850
L.J. Altfest & Co
New York
$2.05M +$515K +9,222 +34%

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.