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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 %
AFP
1676
Ausdal Financial Partners
Iowa
$415K +$21.1K +373 +5%
VBCG
1677
Valley Brook Capital Group
Pennsylvania
$414K -$8.48K -150 -2%
CPSAC
1678
Chas P. Smith & Associates (CPS)
Florida
$413K -$145K -2,570 -26%
KWMG
1679
King Wealth Management Group
Florida
$413K +$10.3K +182 +3%
UPS
1680
UHLMANN PRICE SECURITIES
Illinois
$412K +$453 +8 +0.1%
WAG
1681
Wallace Advisory Group
California
$412K +$78.6K +1,519 +24%
TCM
1682
Traynor Capital Management
Pennsylvania
$411K +$17K +300 +4%
BFC
1683
Blue Fin Capital
Rhode Island
$411K -$1.81K -32 -0.4%
DWAM
1684
Duncan Williams Asset Management
Tennessee
$411K +$182K +3,219 +80%
AIM
1685
Alhambra Investment Management
Florida
$409K -$1.24K -22 -0.3%
DIP
1686
Davis Investment Partners
North Carolina
$408K +$408K +7,312 New
ADMI
1687
Albert D. Mason Inc
Massachusetts
$408K +$2.32K +41 +0.6%
NSCM
1688
New South Capital Management
Tennessee
$407K – – –
HS
1689
Horan Securities
United States
$405K +$4.81K +85 +1%
JSW
1690
Journey Strategic Wealth
New Jersey
$405K +$36.8K +650 +10%
BMA
1691
Brooks Moore & Associates
Tennessee
$404K – – –
CA
1692
Cornerstone Advisory
Maryland
$404K +$45.9K +852 +13%
AWM
1693
Ariadne Wealth Management
California
$404K +$9.83K +177 +2%
MA
1694
MCF Advisors
Kentucky
$404K – – –
BONH
1695
Bank of New Hampshire
New Hampshire
$403K – – –
CS
1696
Crescent Sterling
Louisiana
$400K -$6.17K -109 -2%
CCA
1697
Childress Capital Advisors
Texas
$397K +$59.4K +1,051 +18%
HPBT
1698
Hickory Point Bank & Trust
Illinois
$397K +$397K +7,012 New
MP
1699
McDonald Partners
Ohio
$396K -$16K -283 -4%
FA
1700
Fiducient Advisors
Illinois
$396K +$4.13K +73 +1%
66 67
68
69 70