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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,458 hedge funds and large institutions have $91.5B invested in Bristol-Myers Squibb in 2024 Q4 according to their latest regulatory filings, with 366 funds opening new positions, 921 increasing their positions, 906 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,458
Holders Change
+221
Holders Change %
+9.88%
% of All Funds
32.72%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
366
Increased
921
Reduced
906
Closed
107
Calls
$1.75B
Puts
$1.75B
Net Calls
+$7.86M
Net Calls Change
+$118M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.02B
2
Ameriprise
Ameriprise
Minnesota
+$679M
3
DZ Bank
DZ Bank
Germany
+$617M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$330M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$212M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$782M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$719M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$435M
4
Two Sigma Investments
Two Sigma Investments
New York
-$262M
5
Amundi
Amundi
France
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1001
Prelude Capital Management
New York
$1.47M -$1.12M -19,823 -43%
SAI
1002
Savvy Advisors Inc
New York
$1.47M +$1.19M +21,107 +438%
PL
1003
Perpetual Ltd
Australia
$1.47M +$96.3K +1,703 +7%
IFWM
1004
Institute for Wealth Management
Colorado
$1.46M -$401K -7,082 -21%
CWM
1005
Cornerstone Wealth Management
Missouri
$1.46M +$254K +4,496 +21%
VAG
1006
VisionPoint Advisory Group
Texas
$1.46M +$341K +6,003 +31%
CNBTD
1007
Citizens National Bank Trust Department
Mississippi
$1.45M – – –
DACS
1008
Dymon Asia Capital (Singapore)
Singapore
$1.44M +$28.3K +500 +2%
TTWM
1009
TCV Trust & Wealth Management
Virginia
$1.44M -$55.1K -975 -4%
AAIS
1010
ABN AMRO Investment Solutions
$1.43M -$373K -6,603 -21%
FMWA
1011
Forvis Mazars Wealth Advisors
Missouri
$1.43M -$55.3K -977 -4%
SFS
1012
Stiles Financial Services
Minnesota
$1.43M +$28.3K +501 +2%
OIC
1013
Orion Investment Company
Missouri
$1.43M – – –
BFIM
1014
Beese Fulmer Investment Management
Ohio
$1.43M +$1.02K +18 +0.1%
WHG
1015
Westwood Holdings Group
Texas
$1.42M +$1.14M +20,124 +397%
BFO
1016
Boston Family Office
Massachusetts
$1.42M +$56.6K +1,000 +4%
HI
1017
Humankind Investments
New York
$1.42M -$130K -2,297 -8%
AI
1018
Arvest Investments
Arkansas
$1.42M -$108K -1,901 -7%
EAM
1019
EdenTree Asset Management
United Kingdom
$1.41M – – –
AIM
1020
Arcadia Investment Management
Michigan
$1.41M – – –
SACTSONJ
1021
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.41M – – –
CIAS
1022
CFS Investment Advisory Services
New Jersey
$1.4M -$197K -3,479 -12%
AIC
1023
Archer Investment Corporation
Indiana
$1.4M -$36.3K -642 -3%
FCM
1024
Fourpath Capital Management
Oklahoma
$1.39M +$26.4K +466 +2%
TAM
1025
Trust Asset Management
Texas
$1.39M – – –
39 40
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