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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
Russell Investments Group
76
Russell Investments Group
United Kingdom
$162M +$39.9M +714,693 +33%
American Century Companies
77
American Century Companies
Missouri
$154M -$3M -53,605 -2%
Jane Street
78
Jane Street
New York
$152M +$20.9M +374,509 +16%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$150M +$47.5M +849,460 +47%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$148M +$6.61M +118,268 +5%
MMA
81
Mizuho Markets Americas
New York
$146M
FWIA
82
Fort Washington Investment Advisors
Ohio
$146M +$1M +17,973 +0.7%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$144M +$10.4M +186,008 +8%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$144M -$1.78M -31,873 -1%
Bank Julius Baer & Co
85
Bank Julius Baer & Co
Switzerland
$141M +$7.03M +125,830 +6%
Principal Financial Group
86
Principal Financial Group
Iowa
$138M -$820K -14,682 -0.6%
Citigroup
87
Citigroup
New York
$137M -$24.3M -434,342 -15%
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
$134M -$65.9M -1,179,165 -33%
PAM
89
Panagora Asset Management
Massachusetts
$129M +$91.2M +1,632,012 +249%
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$129M -$73.8M -1,321,368 -37%
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$127M -$4.87M -87,187 -4%
DC
92
Davenport & Co
Virginia
$123M -$5.42M -96,985 -4%
BA
93
Bridgewater Associates
Connecticut
$117M +$81.1M +1,450,718 +238%
Axa
94
Axa
France
$115M +$50.3M +900,240 +80%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$113M +$535K +9,567 +0.5%
Stifel Financial
96
Stifel Financial
Missouri
$112M -$159K -2,852 -0.1%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$112M -$9.65M -172,667 -8%
BNP Paribas Asset Management
98
BNP Paribas Asset Management
France
$109M +$53M +947,723 +96%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$109M +$52.9M +946,356 +97%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$105M -$430M -7,692,600 -81%

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.