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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
KeyBank National Association
201
KeyBank National Association
Ohio
$32.2M -$379K -6,788 -1%
MHC
202
Meyer Handelman Company
New York
$31.3M -$599K -10,723 -2%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$30.9M -$526K -9,417 -2%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$30.7M -$20.8M -372,520 -41%
MIM
205
MetLife Investment Management
New Jersey
$30.4M +$538K +9,631 +2%
KA
206
KLCM Advisors
Wisconsin
$30.1M -$1.29M -23,043 -4%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$30.1M +$3.53M +63,229 +14%
Creative Planning
208
Creative Planning
Kansas
$29.3M +$1.51M +26,996 +6%
WCM
209
Wedge Capital Management
North Carolina
$29.2M -$6.87M -122,924 -19%
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$29.1M +$7.67M +137,203 +36%
MNA
211
Manning & Napier Advisors
New York
$28.8M -$2.7M -48,363 -9%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$28.6M -$2.19M -39,146 -7%
MAM
213
Martingale Asset Management
Massachusetts
$28.6M +$15.4M +275,282 +120%
CCM
214
Catalio Capital Management
New York
$28.2M +$27.9M +499,151 New
OAM
215
Oppenheimer Asset Management
New York
$27.6M -$392K -7,018 -1%
PGFC
216
Peapack-Gladstone Financial Corp
New Jersey
$27.4M -$472K -8,449 -2%
ZIG
217
Zurich Insurance Group
Switzerland
$27.3M +$23.6M +422,804 +707%
OCMI
218
Oaktop Capital Management II
New Jersey
$27.1M
Osaic Holdings
219
Osaic Holdings
Arizona
$27M +$2.68M +48,050 +11%
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$26.6M +$6.72M +120,192 +34%
AT
221
AMF Tjänstepension
Sweden
$26.5M -$7.98M -142,893 -23%
IG
222
ING Group
Netherlands
$26.4M -$31.7M -567,623 -55%
CF
223
Corebridge Financial
Texas
$26.4M -$1.24M -22,144 -5%
CNB
224
Czech National Bank
Czech Republic
$24.9M +$1.49M +26,747 +6%
LA
225
LBP AM
France
$24.8M +$5.06M +90,586 +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.