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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.7B +$76.7M +1,373,209 +0.7%
BlackRock
2
BlackRock
New York
$8.91B -$114M -2,046,085 -1%
JP Morgan Chase
3
JP Morgan Chase
New York
$5.43B +$1.01B +18,093,184 +23%
State Street
4
State Street
Massachusetts
$5.38B +$126M +2,248,165 +2%
Charles Schwab
5
Charles Schwab
California
$3.41B -$40.8M -729,928 -1%
Capital International Investors
6
Capital International Investors
California
$2.59B +$180M +3,218,865 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.51B +$66.3M +1,187,231 +3%
Norges Bank
8
Norges Bank
Norway
$1.99B +$44.4M +794,585 +2%
Ameriprise
9
Ameriprise
Minnesota
$1.81B +$671M +12,011,983 +60%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.76B -$773M -13,829,790 -31%
Morgan Stanley
11
Morgan Stanley
New York
$1.72B +$133M +2,381,163 +9%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$1.49B -$17.1K -306 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.4B +$82.8M +1,482,410 +6%
Northern Trust
14
Northern Trust
Illinois
$1.39B +$192M +3,431,248 +16%
Primecap Management
15
Primecap Management
California
$1.29B -$33.3M -596,390 -3%
UBS AM
16
UBS AM
Illinois
$1.26B +$179M +3,196,919 +17%
Bank of America
17
Bank of America
North Carolina
$1.13B +$102M +1,819,326 +10%
IFP
18
Independent Franchise Partners
United Kingdom
$969M +$165M +2,944,879 +21%
Invesco
19
Invesco
Georgia
$930M +$13.5M +242,186 +1%
Legal & General Group
20
Legal & General Group
United Kingdom
$912M -$30.5M -546,072 -3%
Dodge & Cox
21
Dodge & Cox
California
$871M -$12.6M -225,275 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$813M +$199M +3,564,580 +33%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$775M +$135M +2,417,456 +21%
Pzena Investment Management
24
Pzena Investment Management
New York
$752M -$50.3M -900,447 -6%
DZ Bank
25
DZ Bank
Germany
$705M +$610M +10,913,708 +701%

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.