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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 %
ACS
1401
Archford Capital Strategies
Illinois
$668K +$113 +2 +0%
PL
1402
Plancorp LLC
Missouri
$667K +$96.7K +1,710 +17%
WG
1403
Welch Group
Alabama
$666K -$56.3K -1,005 -8%
AP
1404
Atwood & Palmer
Missouri
$663K -$90.5K -1,600 -12%
BFA
1405
Beaumont Financial Advisors
Massachusetts
$663K +$5.54K +98 +0.8%
PCC
1406
Park Circle Company
Maryland
$662K – – –
SGI
1407
Summit Global Investments
Utah
$661K -$888K -15,685 -57%
CHC
1408
City Holding Co
West Virginia
$661K -$102K -1,809 -13%
MFA
1409
Mayflower Financial Advisors
Massachusetts
$661K +$182K +3,216 +38%
CFO
1410
Callan Family Office
Pennsylvania
$658K +$398K +7,035 +153%
PWP
1411
Phillips Wealth Planners
Mississippi
$657K +$2.35K +42 +0.4%
HDA
1412
Harold Davidson & Associates
California
$657K +$657K +11,611 New
MMM
1413
Mendel Money Management
Illinois
$656K +$5.49K +97 +0.8%
RWPA
1414
Richard W. Paul & Associates
Michigan
$655K -$197K -3,488 -23%
RPCONE
1415
Retirement Planning Company of New England
Rhode Island
$653K +$18.3K +324 +3%
OFS
1416
OneAscent Financial Services
Alabama
$651K +$150K +2,657 +30%
KIC
1417
Keating Investment Counselors
Florida
$646K +$150K +2,660 +30%
ECM
1418
Estabrook Capital Management
New York
$645K -$22.6K -400 -3%
AWM
1419
Avaii Wealth Management
Wisconsin
$643K -$42.1K -744 -6%
AMIM
1420
Aull & Monroe Investment Management
Alabama
$643K -$96.2K -1,700 -13%
MMPW
1421
Mitchell McLeod Pugh & Williams
Alabama
$642K -$961 -17 -0.1%
GIM
1422
Guardian Investment Management
California
$642K – – –
JWS
1423
Juncture Wealth Strategies
Arizona
$642K +$4.58K +81 +0.7%
CAM
1424
CenterStar Asset Management
Illinois
$640K +$640K +11,315 New
FFBTD
1425
First Financial Bank - Trust Division
Ohio
$640K -$3.45K -61 -0.5%
55 56
57
58 59