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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 %
CWM
1651
Chesapeake Wealth Management
Virginia
$431K -$47.5K -840 -10%
JE
1652
JMAC Enterprises
Pennsylvania
$431K +$13.4K +237 +3%
EWA
1653
EverSource Wealth Advisors
Alabama
$430K +$57.4K +1,015 +15%
BMCM
1654
Bryn Mawr Capital Management
Pennsylvania
$429K +$18K +318 +4%
AL
1655
Aspiriant LLC
California
$428K -$29.4K -520 -6%
WIC
1656
Wilkins Investment Counsel
Massachusetts
$428K -$3K -53 -0.7%
EFG
1657
Everhart Financial Group
Ohio
$428K +$73.3K +1,296 +21%
PSFG
1658
Prairie Sky Financial Group
Illinois
$427K
FUBT
1659
First United Bank & Trust
Maryland
$427K -$79.4K -1,403 -16%
HGWM
1660
Horst & Graben Wealth Management
Oregon
$426K +$10.1K +179 +2%
OCPWS
1661
One Charles Private Wealth Services
Massachusetts
$425K -$14.9K -264 -3%
WIM
1662
Westside Investment Management
California
$425K +$339 +6 +0.1%
RMP
1663
Richards, Merrill & Peterson
Washington
$422K +$422K +7,456 New
LWANC
1664
Laurel Wealth Advisors (North Carolina)
North Carolina
$421K +$13.6K +240 +3%
VAS
1665
Vestmark Advisory Solutions
Massachusetts
$421K +$421K +7,447 New
FWP
1666
FAS Wealth Partners
Kansas
$421K -$339 -6 -0.1%
SIC
1667
Samalin Investment Counsel
New York
$420K -$69.6K -1,231 -14%
RWA
1668
River Wealth Advisors
Pennsylvania
$420K -$41.6K -736 -9%
MEAC
1669
M.E. Allison & Co
Texas
$419K +$419K +7,410 New
DAL
1670
Delta Accumulation LLC
California
$419K +$419K +8,100 New
PAM
1671
Parvin Asset Management
South Dakota
$419K +$419K +7,400 New
BC
1672
Bayforest Capital
United Kingdom
$417K +$417K +7,381 New
TWPM
1673
Total Wealth Planning & Management
Florida
$416K +$416K +7,358 New
LMKC
1674
L.M. Kohn & Company
Ohio
$416K -$22.6K -399 -5%
TWA
1675
Trace Wealth Advisors
California
$415K +$415K +7,342 New