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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 %
CRWM
1601
Castle Rock Wealth Management
California
$466K -$12.9K -239 -3%
GWMR
1602
GC Wealth Management RIA
Massachusetts
$466K +$13.5K +239 +3%
AIM
1603
Aspen Investment Management
Michigan
$465K – – –
ISFAN
1604
Investor's Fiduciary Advisor Network
Washington
$463K +$463K +8,200 New
HWMO
1605
Heritage Wealth Management (Ohio)
Ohio
$463K -$22.6K -400 -5%
Empower Advisory Group
1606
Empower Advisory Group
Colorado
$462K -$848 -15 -0.2%
AFM
1607
Armstrong Fleming & Moore
District of Columbia
$461K – – –
MMHP
1608
Murphy Middleton Hinkle & Parker
Georgia
$461K – – –
AWA
1609
Acorn Wealth Advisors
Michigan
$460K +$2.26K +40 +0.5%
HR
1610
Howe & Rusling
New York
$460K +$26.4K +467 +6%
FPCP
1611
Fort Point Capital Partners
California
$459K +$459K +8,114 New
AIM
1612
Advyzon Investment Management
Illinois
$458K +$458K +8,104 New
MIP
1613
Marietta Investment Partners
Wisconsin
$458K -$96.2K -1,700 -17%
KFC
1614
Klingenstein Fields & Co
New York
$456K -$29.4K -519 -6%
HNB
1615
Hilltop National Bank
Wyoming
$454K – – –
Citadel Advisors
1616
Citadel Advisors
Florida
$454K -$55.2M -5,044,596 -99%
SIM
1617
Sentry Investment Management
Wisconsin
$454K -$73.9K -1,308 -14%
FTC
1618
Farmers Trust Company
Ohio
$453K -$48K -848 -10%
BHIA
1619
Birch Hill Investment Advisors
Massachusetts
$453K +$1.47K +26 +0.3%
WAM
1620
Walker Asset Management
Missouri
$452K +$2.49K +44 +0.6%
SOW
1621
State of Wyoming
Wyoming
$452K +$344K +6,074 +318%
ACM
1622
Allred Capital Management
Texas
$451K +$396 +7 +0.1%
RIA
1623
Realta Investment Advisors
Delaware
$451K +$451K +7,966 New
SMA
1624
Sage Mountain Advisors
Georgia
$450K +$148K +2,621 +49%
WFS
1625
Widmann Financial Services
Maryland
$450K +$20.9K +370 +5%
63 64
65
66 67