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Bristol-Myers Squibb

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
Name Holding Trade Value Shares
Change
Shares
Change %
LPT
1501
Legacy Private Trust
Wisconsin
$552K +$17.5K +310 +3%
NA
1502
Nautilus Advisors
California
$551K +$551K +9,746 New
VF
1503
Vest Financial
Virginia
$551K +$71.9K +1,271 +15%
FAM
1504
Fairtree Asset Management
South Africa
$550K +$550K +9,720 New
CCFM
1505
Clear Creek Financial Management
Washington
$547K -$129K -2,287 -19%
LWP
1506
LeClair Wealth Partners
Ohio
$547K +$547K +9,663 New
ML
1507
McAdam LLC
Pennsylvania
$545K +$250K +4,426 +85%
CCFCSB
1508
Cape Cod Five Cents Savings Bank
Massachusetts
$545K
CIC
1509
Chilton Investment Company
Connecticut
$545K
CT
1510
Coastline Trust
Rhode Island
$544K +$1.53K +27 +0.3%
CA
1511
CapWealth Advisors
Tennessee
$544K
PMAM
1512
Penn Mutual Asset Management
Pennsylvania
$543K +$283K +5,000 +109%
MS
1513
Madden Securities
Texas
$542K
PFW
1514
Petros Family Wealth
Minnesota
$540K +$540K +9,555 New
FFO
1515
Fortitude Family Office
Arizona
$540K -$2.43K -43 -0.4%
BWP
1516
BSW Wealth Partners
Colorado
$540K +$77K +1,361 +17%
CWP
1517
Cyndeo Wealth Partners
Florida
$539K -$283 -5 -0.1%
ALAM
1518
Asahi Life Asset Management
Japan
$538K +$538K +9,510 New
BFM
1519
Boston Financial Management
Massachusetts
$538K +$11.3K +200 +2%
IPAM
1520
Investment Partners Asset Management
New Jersey
$537K
CCWM
1521
Cassaday & Co Wealth Management
Virginia
$537K -$81.8K -1,446 -13%
SIA
1522
Schechter Investment Advisors
Michigan
$536K +$536K +9,485 New
PCM
1523
Perritt Capital Management
Illinois
$535K +$68.4K +1,210 +15%
MCA
1524
MSH Capital Advisors
Arizona
$534K -$124K -2,190 -19%
CC
1525
Cornerstone Capital
California
$534K