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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 %
API
1101
Asset Planning Inc
California
$1.17M +$1.17M +20,734 New
PAA
1102
Peregrine Asset Advisers
Oregon
$1.17M -$155K -2,738 -12%
BTC
1103
Bank & Trust Company
Illinois
$1.17M -$41.2K -728 -3%
HC
1104
Hara Capital
Washington
$1.17M +$566K +10,001 +94%
QI
1105
Qtron Investments
Massachusetts
$1.17M +$115K +2,033 +11%
LWA
1106
Lineweaver Wealth Advisors
Ohio
$1.17M +$1.17M +20,603 New
CRC
1107
Curi RMB Capital
Illinois
$1.16M -$20.2K -358 -2%
BFA
1108
Beacon Financial Advisory
Ohio
$1.16M -$35.4K -626 -3%
LCM
1109
Lazari Capital Management
California
$1.15M -$117K -2,076 -9%
OWM
1110
Opes Wealth Management
California
$1.15M – – –
UAG
1111
United Advisor Group
Ohio
$1.15M -$56.7K -1,003 -5%
PNC
1112
Park National Corp
Ohio
$1.15M -$4.24K -75 -0.4%
First Manhattan
1113
First Manhattan
New York
$1.15M +$75.8K +1,340 +7%
SCP
1114
Silverleafe Capital Partners
Tennessee
$1.15M – – –
PAM
1115
Palisade Asset Management
Minnesota
$1.15M +$15.8K +280 +1%
UBG
1116
United Bank (Georgia)
Georgia
$1.14M +$165K +2,920 +17%
PFSC
1117
Peoples Financial Services Corp
Pennsylvania
$1.14M -$14.4K -255 -1%
BB
1118
Bell Bank
North Dakota
$1.14M -$504K -8,909 -31%
WDA
1119
Wendell David Associates
New Hampshire
$1.14M +$56.1K +992 +5%
CV
1120
Counterweight Ventures
North Carolina
$1.14M -$1.64K -29 -0.1%
DJSG
1121
D.J. St. Germain
Massachusetts
$1.14M -$147K -2,601 -11%
JWCA
1122
J.W. Cole Advisors
Florida
$1.14M +$14.6K +259 +1%
FWM
1123
Forza Wealth Management
Florida
$1.14M -$31K -548 -3%
CWM
1124
Campbell Wealth Management
Virginia
$1.14M +$778K +13,753 +218%
EWM
1125
Empirical Wealth Management
Washington
$1.13M +$140K +2,469 +14%
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