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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 %
CWMGO
1801
Capstone Wealth Management Group (Oregon)
Oregon
$341K +$341K +6,028 New
CGH
1802
CMG Global Holdings
Texas
$341K +$1.09K +19 +0.3%
VWM
1803
Venturi Wealth Management
Texas
$341K +$177K +3,127 +108%
ICM
1804
IMS Capital Management
Oregon
$341K +$1.3K +23 +0.4%
FWA
1805
FSM Wealth Advisors
Ohio
$340K +$340K +6,038 New
HAS
1806
HBW Advisory Services
California
$340K -$10K -177 -3%
SIS
1807
Sound Income Strategies
Florida
$340K +$183K +3,244 +117%
RDFA
1808
Ritter Daniher Financial Advisory
Ohio
$340K
CWA
1809
Clearview Wealth Advisors
Oregon
$340K -$3.85K -68 -1%
WG
1810
Wealth Group
North Carolina
$340K +$340K +6,015 New
BFC
1811
Bedel Financial Consulting
Indiana
$340K +$10.4K +175 +3%
SCA
1812
St. Clair Advisors
Ohio
$339K -$271K -4,800 -44%
GAM
1813
Gould Asset Management
California
$339K -$66.3K -1,173 -16%
CFSG
1814
Clark Financial Services Group
Missouri
$339K -$3.11K -55 -0.9%
FS
1815
Ferguson Shapiro
Georgia
$338K +$5.88K +104 +2%
WA
1816
Wealth Architects
California
$337K +$17.1K +302 +5%
WP
1817
WMS Partners
Maryland
$337K -$1.53K -27 -0.5%
APG
1818
Abacus Planning Group
South Carolina
$336K +$1.13K +20 +0.3%
MCCA
1819
Mill Creek Capital Advisors
Pennsylvania
$336K -$5.26K -93 -2%
EFMC
1820
Empire Financial Management Company
New York
$336K +$336K +5,940 New
HB
1821
HTLF Bank
Colorado
$336K -$26.7K -472 -7%
CBT
1822
Crews Bank & Trust
Florida
$335K +$335K +5,922 New
AC
1823
Apella Capital
Connecticut
$334K -$18.7K -331 -5%
JFA
1824
JNBA Financial Advisors
Minnesota
$334K
Fayez Sarofim & Co
1825
Fayez Sarofim & Co
Texas
$334K