Bristol-Myers Squibb
BMY
2,498 hedge funds and large institutions have $90.4B invested in Bristol-Myers Squibb in 2024 Q4 according to their latest regulatory filings, with 376 funds opening new positions, 935 increasing their positions, 917 reducing their positions, and 110 closing their positions.
242% more first-time investments, than exits
New positions opened: 376 | Existing positions closed: 110
60% more capital inflows, than outflows
Capital inflows: $8.62B | Capital outflows: $5.39B
52% more funds holding in top 10
Funds holding in top 10: 27 → 41 (+14)
10% more funds holding
Funds holding: 2,269 → 2,498 (+229)
2.55% more ownership
Funds ownership: 76.27% → 78.82% (+2.6%)
2% more repeat investments, than reductions
Existing positions increased: 935 | Existing positions reduced: 917
1% more call options, than puts
Call options by funds: $1.76B | Put options by funds: $1.75B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.01B |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$671M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$610M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$326M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$212M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$773M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$710M |
| 3 |
Two Sigma Advisers
New York
|
-$430M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$282M |
| 5 |
Two Sigma Investments
New York
|
-$259M |
BMY Hedge Fund Activity: Q4 2024 in Review
2,498 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2024, worth a combined $90.4B — up 13% from $80B a quarter earlier.
Buyers outnumbered sellers: 376 funds opened new BMY positions and 110 closed out — a net gain of 266 holders — while 935 added to existing stakes and 917 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $773M.
- 2,498 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2024, up from 2,269 in Q3 2024.
- Funds reported $90.4B of Bristol-Myers Squibb stock for Q4 2024, up 13% quarter-over-quarter.
- 376 funds opened new Bristol-Myers Squibb positions in Q4 2024 and 110 closed out, a net change of +266 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.