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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 %
SWM
1876
Silverlake Wealth Management
Vermont
$315K +$113 +2 +0%
PMWMG
1877
Parr McKnight Wealth Management Group
Minnesota
$313K +$313K +5,539 New
OC
1878
Oakworth Capital
Alabama
$313K -$110K -1,952 -26%
BBWP
1879
Beacon Bridge Wealth Partners
Pennsylvania
$313K – – –
GLLW
1880
Graves Light Lenhart Wealth
Virginia
$312K -$11.3K -200 -3%
UBP
1881
Union Bancaire Privee
Switzerland
$312K +$312K +5,908 New
TCM
1882
Triumph Capital Management
Colorado
$312K -$10.3K -182 -3%
OWM
1883
OneAscent Wealth Management
Alabama
$310K -$23K -406 -7%
EWM
1884
EPG Wealth Management
Georgia
$310K +$7.18K +127 +2%
EW
1885
Evoke Wealth
California
$309K +$309K +5,470 New
HI
1886
Hudock Inc
Pennsylvania
$309K -$20.2K -357 -6%
AO
1887
Advisor OS
Illinois
$309K +$71.7K +1,267 +30%
WAM
1888
WNY Asset Management
New York
$308K -$149K -2,630 -33%
MAA
1889
Matrix Asset Advisors
New York
$308K -$9.62K -170 -3%
CF
1890
Cantor Fitzgerald
New York
$308K +$308K +5,437 New
MMCM
1891
Murphy & Mullick Capital Management
New York
$307K +$307K +5,436 New
PGA
1892
Portland Global Advisors
Maine
$306K +$20.6K +365 +7%
EWM
1893
Evermay Wealth Management
Virginia
$304K -$6.79K -120 -2%
PAS
1894
PKS Advisory Services
New York
$304K +$304K +5,373 New
SAM
1895
Satovsky Asset Management
New York
$304K +$3.22K +57 +1%
OL
1896
OneFund LLC
Florida
$304K +$2.43K +43 +0.8%
PIA
1897
Perennial Investment Advisors
California
$301K +$35.1K +620 +13%
NG
1898
Northstar Group
New York
$301K -$28.3K -500 -9%
RFA
1899
Resurgent Financial Advisors
Georgia
$301K +$52.7K +931 +21%
MAWA
1900
Moss Adams Wealth Advisors
Washington
$299K +$70.2K +1,242 +31%
74 75
76
77 78