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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
D.E. Shaw & Co
126
D.E. Shaw & Co
New York
$76.5M -$11.5M -206,452 -13%
Skandinaviska Enskilda Banken (SEB)
127
Skandinaviska Enskilda Banken (SEB)
Sweden
$76.1M +$47.9M +856,640 +171%
First Trust Advisors
128
First Trust Advisors
Illinois
$74.2M +$11.3M +202,232 +18%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$73.4M +$5.94M +106,238 +9%
Pictet Asset Management
130
Pictet Asset Management
Switzerland
$73.3M +$9.04M +161,739 +14%
KK
131
KLP Kapitalforvaltning
Norway
$72.7M +$71.8M +1,285,758 New
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$72.1M +$5.79M +103,592 +9%
Nomura Asset Management
133
Nomura Asset Management
Japan
$71.5M -$1.12M -20,072 -2%
N
134
Natixis
France
$70.4M -$6.09M -108,957 -8%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$69.9M -$151K -2,696 -0.2%
Aviva
136
Aviva
United Kingdom
$69.1M +$13.9M +248,348 +26%
CCM
137
Cullen Capital Management
New York
$66M -$8.09M -144,826 -11%
Capital Research Global Investors
138
Capital Research Global Investors
California
$65M
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$62.3M +$14.9M +266,806 +32%
Chevy Chase Trust
140
Chevy Chase Trust
Maryland
$61.2M -$1.33M -23,887 -2%
Renaissance Technologies
141
Renaissance Technologies
New York
$60M +$8.49M +151,995 +17%
EIP
142
Epoch Investment Partners
New York
$59.9M -$5.69M -101,867 -9%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$59.4M -$889K -15,910 -1%
CI
144
Cambiar Investors
Colorado
$58.8M +$3.23M +57,814 +6%
GT
145
Glenmede Trust
Pennsylvania
$58.3M +$4.9M +87,677 +9%
Vontobel Holding
146
Vontobel Holding
Switzerland
$56.2M -$1.78M -31,864 -3%
HA
147
Homestead Advisers
Virginia
$54.3M +$2M +35,800 +4%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$54M +$12.2M +217,603 +30%
BGIM
149
Brandywine Global Investment Management
Pennsylvania
$53.6M -$14.8M -264,713 -22%
NSLI
150
Nan Shan Life Insurance
Taiwan
$53.4M -$18.9M -338,032 -26%

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.