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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 %
AAM
1926
Aureus Asset Management
Massachusetts
$286K +$9.39K +166 +3%
MFFIA
1927
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$286K -$56.6K -1,000 -17%
TLCM
1928
Twin Lakes Capital Management
California
$285K -$43.1K -762 -13%
CCB
1929
Country Club Bank
Missouri
$285K -$24.1K -430 -8%
BWA
1930
Burt Wealth Advisors
Maryland
$285K +$2.72K +48 +1%
DS
1931
DRW Securities
Illinois
$285K +$285K +5,056 New
SP
1932
Successful Portfolios
Florida
$285K +$170 +3 +0.1%
CAG
1933
Centerpoint Advisory Group
Kansas
$284K +$284K +5,027 New
PPW
1934
Parcion Private Wealth
Washington
$284K – – –
SNBOSCI
1935
Security National Bank of Sioux City Iowa
Iowa
$284K – – –
PSB
1936
Piscataqua Savings Bank
New Hampshire
$283K +$3.17K +56 +1%
TL
1937
Tradewinds LLC
North Carolina
$283K +$283K +5,042 New
SOAMC
1938
Spirit of America Management Corp
New York
$283K -$141K -2,500 -33%
HA
1939
Harbor Advisors
Florida
$283K – – –
PFGIA
1940
Patriot Financial Group Insurance Agency
Massachusetts
$281K -$35.1K -620 -11%
WMA
1941
Wealth Management Associates
New Jersey
$281K +$281K +4,963 New
BCA
1942
Bray Capital Advisors
Florida
$281K +$2.83K +50 +1%
W
1943
Wealthquest
Ohio
$280K +$7.64K +135 +3%
CP
1944
Canopy Partners
Ohio
$280K +$3.05K +54 +1%
SWP
1945
Strategic Wealth Partners
Ohio
$279K -$11.8K -211 -4%
CAM
1946
Covenant Asset Management
New Jersey
$279K +$279K +4,924 New
RB
1947
Renasant Bank
Mississippi
$277K +$4.07K +72 +1%
IWA
1948
IVC Wealth Advisors
Pennsylvania
$277K -$26.5K -469 -9%
FAFN
1949
First Affirmative Financial Network
Colorado
$276K -$24.3K -429 -8%
GWAG
1950
Garrett Wealth Advisory Group
Texas
$276K -$3.79K -67 -1%
76 77
78
79 80