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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,444 hedge funds and large institutions have $97.1B invested in Bristol-Myers Squibb in 2025 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 937 increasing their positions, 975 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
-14
Holders Change %
-0.57%
% of All Funds
33.19%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.48%
New
199
Increased
937
Reduced
975
Closed
165
Calls
$1.73B
Puts
$1.7B
Net Calls
+$26M
Net Calls Change
+$18.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.26B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.08B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$734M
4
GQG Partners
GQG Partners
Florida
+$730M
5
DZ Bank
DZ Bank
Germany
+$281M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$579M
2
Millennium Management
Millennium Management
New York
-$484M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$355M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$300M
5
VanEck Associates
VanEck Associates
New York
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFCM
801
Applied Finance Capital Management
Puerto Rico
$2.34M +$74K +1,213 +3%
FM
802
Foster & Motley
Ohio
$2.33M +$328K +5,383 +16%
BCM
803
Bridgeway Capital Management
Texas
$2.33M +$2.33M +38,200 New
OPA
804
Old Port Advisors
Maine
$2.33M -$40.7K -667 -2%
PAM
805
Peak Asset Management
Colorado
$2.33M +$22.9K +375 +1%
TA
806
Townsend & Associates
Colorado
$2.32M +$138K +2,817 +6%
PWS
807
Proactive Wealth Strategies
Georgia
$2.32M +$2.32M +37,972 New
LJAC
808
L.J. Altfest & Co
New York
$2.31M +$106K +1,745 +5%
CNBT
809
Canandaigua National Bank & Trust
New York
$2.31M -$125K -2,043 -5%
PCA
810
Purkiss Capital Advisors
Connecticut
$2.31M +$5.06K +83 +0.2%
SIC
811
SFE Investment Counsel
California
$2.31M -$192K -3,150 -8%
BHWM
812
Bar Harbor Wealth Management
New Hampshire
$2.3M -$61.8K -1,013 -3%
Massachusetts Financial Services
813
Massachusetts Financial Services
Massachusetts
$2.3M +$2.3M +37,683 New
SXL
814
Summit X LLC
Missouri
$2.29M -$125K -2,042 -5%
SJL
815
Shayne & Jacobs LLC
Tennessee
$2.29M -$15.7K -258 -0.7%
HBCM
816
Heron Bay Capital Management
Michigan
$2.29M +$1.63M +26,705 +247%
UWM
817
Udine Wealth Management
Florida
$2.28M +$59.3K +972 +3%
EC
818
Enhancing Capital
Pennsylvania
$2.27M – – –
KCM
819
Kanawha Capital Management
Virginia
$2.27M +$59.6K +977 +3%
VAM
820
Verity Asset Management
North Carolina
$2.27M +$1.15M +18,931 +104%
QC
821
Quantessence Capital
New York
$2.26M +$2.26M +37,100 New
PAMP
822
Polar Asset Management Partners
Ontario, Canada
$2.26M -$15.7M -257,312 -87%
RIL
823
Rothschild Investment LLC
Illinois
$2.26M +$7.32K +120 +0.3%
MNBTD
824
Moody National Bank Trust Division
Texas
$2.26M +$60.7K +995 +3%
AAM
825
Aureus Asset Management
Massachusetts
$2.26M +$1.95M +31,975 +632%
31 32
33
34 35