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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 %
HWA
1451
HCR Wealth Advisors
California
$593K -$55.7K -984 -9%
PCG
1452
Prosperity Consulting Group
Maryland
$593K -$52.3K -925 -8%
CB
1453
Centennial Bank
Arkansas
$593K -$1.13K -20 -0.2%
RHAM
1454
Round Hill Asset Management
California
$592K – – –
BIA
1455
Beacon Investment Advisors
Maryland
$590K +$452 +8 +0.1%
KFA
1456
Kapstone Financial Advisors
Ohio
$590K -$15.1K -255 -2%
EI
1457
Ellevest Inc
New York
$588K +$93.7K +1,657 +19%
WP
1458
Westmount Partners
California
$587K +$566 +10 +0.1%
FNB
1459
Farmers National Bank
Kentucky
$586K +$586K +10,362 New
WPC
1460
Wedmont Private Capital
Pennsylvania
$586K +$134K +2,392 +30%
SFS
1461
Solitude Financial Services
Virginia
$583K – – –
WAM
1462
Worth Asset Management
Texas
$583K -$1.71M -30,202 -75%
CCIA
1463
Cherry Creek Investment Advisors
Colorado
$581K +$5.71K +101 +1%
BCA
1464
Bay Colony Advisors
Massachusetts
$580K +$48.9K +865 +9%
PPA
1465
Pacific Point Advisors
California
$579K +$579K +9,802 New
BB
1466
Berkshire Bank
Massachusetts
$579K -$46.9K -829 -7%
DAS
1467
Diversify Advisory Services
Utah
$579K -$43.3K -776 -7%
AIA
1468
AssuredPartners Investment Advisors
Florida
$577K +$577K +10,205 New
BFO
1469
Biltmore Family Office
North Carolina
$576K -$5.66K -100 -1%
OWP
1470
Obermeyer Wealth Partners
Colorado
$576K -$57 -1 -0%
GS
1471
GWN Securities
Florida
$576K +$576K +9,703 New
IC
1472
Iconiq Capital
California
$576K +$576K +10,177 New
RSWM
1473
Robertson Stephens Wealth Management
California
$574K -$14.8K -262 -3%
TPW
1474
Transatlantique Private Wealth
New York
$573K -$260K -4,600 -31%
SRL
1475
Scientech Research LLC
New Jersey
$572K +$572K +10,110 New
57 58
59
60 61