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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 %
AIM
1301
Anchor Investment Management
South Carolina
$819K -$42.2K -746 -5%
WT
1302
Washington Trust
Rhode Island
$817K -$792 -14 -0.1%
FRM
1303
Fox Run Management
Connecticut
$817K +$817K +14,438 New
TPW
1304
Talon Private Wealth
Florida
$816K +$518K +9,166 +174%
LSA
1305
Lansing Street Advisors
Pennsylvania
$814K -$146K -2,590 -15%
IP
1306
Investment Partners
Ohio
$813K +$9.16K +162 +1%
CCM
1307
Cohen Capital Management
California
$812K – – –
SAM
1308
Selway Asset Management
$811K -$84.8K -1,500 -9%
RC
1309
Rovin Capital
Arizona
$810K -$159K -2,810 -16%
LF
1310
Lantz Financial
Illinois
$808K -$30.8K -545 -4%
SF
1311
Summit Financial
New Jersey
$805K -$108K -1,916 -12%
SFG
1312
Sovereign Financial Group
Connecticut
$804K -$33.7K -595 -4%
ACP
1313
Argyle Capital Partners
California
$802K +$802K +14,185 New
NA
1314
Navellier & Associates
Nevada
$801K +$229K +4,056 +40%
CFG
1315
Cooper Financial Group
California
$800K +$15.8K +279 +2%
CFGS
1316
Concourse Financial Group Securities
Alabama
$799K +$64.5K +1,118 +9%
CWG
1317
Cornerstone Wealth Group
North Carolina
$798K +$51.1K +903 +7%
MWA
1318
Midland Wealth Advisors
Illinois
$796K -$70.8K -1,251 -8%
BTWM
1319
Brass Tax Wealth Management
Ohio
$796K +$6.79K +120 +0.9%
LCM
1320
LVM Capital Management
Michigan
$795K +$28.5K +504 +4%
HIM
1321
Hillsdale Investment Management
Ontario, Canada
$792K +$769K +13,600 +3,400%
BHBT
1322
Burke & Herbert Bank & Trust
Virginia
$790K -$22.6K -400 -3%
DWM
1323
Diversify Wealth Management
Utah
$788K +$71.8K +1,286 +10%
LA
1324
Legacy Advisors
Pennsylvania
$788K +$137K +2,424 +21%
BIM
1325
Bridges Investment Management
Nebraska
$788K -$13.7K -243 -2%
51 52
53
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