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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 %
SP
1276
Stonebrook Private
Michigan
$857K +$15.6K +276 +2%
PEAK6
1277
PEAK6
Illinois
$856K +$856K +15,126 New
JWM
1278
Jeppson Wealth Management
California
$852K -$113 -2 -0%
VHAM
1279
Van Hulzen Asset Management
California
$850K +$16.4K +290 +2%
AA
1280
Apriem Advisors
California
$847K +$170 +3 +0%
LWL
1281
Leo Wealth LLC
Texas
$846K +$288K +5,085 +51%
AIM
1282
Athena Investment Management
California
$844K – – –
WOC
1283
West Oak Capital
California
$843K – – –
TWP
1284
Tempus Wealth Planning
California
$843K -$42.1K -745 -5%
AC
1285
Avestar Capital
New York
$842K +$202K +3,575 +32%
SG
1286
StoneX Group
New York
$841K +$841K +14,869 New
WE
1287
Wealth Effects
Massachusetts
$840K -$12.7K -225 -1%
XWM
1288
Xcel Wealth Management
Florida
$838K +$398K +7,029 +90%
PEA
1289
Park Edge Advisors
Ohio
$836K – – –
AI
1290
Accredited Investors
Minnesota
$835K -$792 -14 -0.1%
DO
1291
denkapparat Operations
Germany
$834K +$834K +14,748 New
LSAG
1292
Lake Street Advisors Group
New Hampshire
$833K +$141K +2,498 +20%
CIM
1293
CIM Investment Management
Pennsylvania
$830K -$4.19K -74 -0.5%
VCAM
1294
Van Cleef Asset Management
Ohio
$830K +$113 +2 +0%
PIM
1295
Penobscot Investment Management
Massachusetts
$827K -$28.2K -498 -3%
AIA
1296
Affinity Investment Advisors
California
$827K -$202K -3,568 -20%
PWP
1297
Principle Wealth Partners
Connecticut
$825K +$2.94K +52 +0.4%
QPWM
1298
Quadrant Private Wealth Management
Pennsylvania
$822K -$139K -2,459 -14%
CAMV
1299
Concord Asset Management (Virginia)
Virginia
$822K +$822K +14,537 New
ADL
1300
Asset Dedication LLC
California
$819K +$455K +8,041 +125%
50 51
52
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