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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
KBG
176
Kahn Brothers Group
New York
$39M -$7.59M -135,856 -16%
RCM
177
RNC Capital Management
California
$39M -$2.75M -49,297 -7%
BC
178
Birchview Capital
Vermont
$38.8M -$55.9K -1,000 -0.1%
Natixis Advisors
179
Natixis Advisors
Massachusetts
$38.5M +$13.1M +234,477 +53%
SEI Investments
180
SEI Investments
Pennsylvania
$37.7M -$9.91M -177,308 -21%
SSA
181
Schonfeld Strategic Advisors
New York
$37.6M +$11.5M +206,404 +45%
RAM
182
Resona Asset Management
Japan
$37.2M -$2.14M -38,360 -6%
CI
183
Conning Inc
Connecticut
$36.8M -$6.22M -111,332 -15%
FAF
184
Första AP-fonden
Sweden
$36.1M -$659K -11,800 -2%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$36M +$2.84M +50,830 +9%
CII
186
Capital International Inc
California
$35.8M +$1.02M +18,178 +3%
Calamos Advisors
187
Calamos Advisors
Illinois
$35.3M
BBVA
188
Banco Bilbao Vizcaya Argentaria
Spain
$35.2M -$739K -13,223 -2%
BAM
189
Berkshire Asset Management
Pennsylvania
$34.8M -$1.42M -25,487 -4%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$34.7M +$3.46M +61,998 +11%
SOMRS
191
State of Michigan Retirement System
Michigan
$34.7M -$5.64M -101,000 -14%
Corient Private Wealth
192
Corient Private Wealth
Florida
$34.7M -$829K -14,839 -2%
ORIO
193
Old Republic International (ORI)
Illinois
$34.4M
SO
194
STRS Ohio
Ohio
$34.3M -$910K -16,287 -3%
AM
195
AGF Management
Ontario, Canada
$34.3M +$2.56M +45,901 +8%
GC
196
Globeflex Capital
California
$34.1M +$33.6M +602,224 New
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$33.6M +$662K +11,853 +2%
ASRS
198
Arizona State Retirement System
Arizona
$33.1M +$267K +4,786 +0.8%
Mackenzie Financial
199
Mackenzie Financial
Ontario, Canada
$33.1M +$15M +267,843 +84%
Bank of Nova Scotia
200
Bank of Nova Scotia
Ontario, Canada
$32.9M +$6.51M +116,513 +25%

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.