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Bristol-Myers Squibb

2,331 hedge funds and large institutions have $84.5B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 934 increasing their positions, 967 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.23B

4% more capital invested

Capital invested by funds: $81.1B → $84.5B (+$3.44B)

0.56% less ownership

Funds ownership: 77.65%77.09% (-0.56%)

3% less first-time investments, than exits

New positions opened: 172 | Existing positions closed: 178

3% less repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 967

1% less funds holding

Funds holding: 2,3632,331 (-32)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
2,331
Holders Change
-32
Holders Change %
-1.35%
% of All Funds
33.58%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
172
Increased
934
Reduced
967
Closed
178
Calls
$1.56B
Puts
$1.23B
Net Calls
+$326M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Change in
Stake
QPW
2001
Quantum Private Wealth
Florida
$224K
MWM
2002
Merriman Wealth Management
Washington
$224K +$210K +4,123 New
BA
2003
Bristlecone Advisors
Washington
$223K -$13.8K -270 -6%
GIM
2004
Greylin Investment Management
Virginia
$223K -$38.2K -750 -15%
KCM
2005
Kathmere Capital Management
Pennsylvania
$222K +$209K +4,096 New
SAM
2006
S.A. Mason
Michigan
$221K +$7.74K +152 +4%
WAG
2007
Winthrop Advisory Group
Massachusetts
$221K +$3.01K +59 +1%
WIA
2008
World Investment Advisors
California
$220K -$82K -1,610 -32%
EWA
2009
EverSource Wealth Advisors
Alabama
$219K +$124K +2,431 +95%
PCP
2010
Proficio Capital Partners
Massachusetts
$219K +$205K +4,031 New
GWM
2011
Greenwich Wealth Management
Connecticut
$218K +$205K +4,016 New
AA
2012
Addison Advisors
Vermont
$218K +$8.46K +166 +4%
APIM
2013
Agate Pass Investment Management
Washington
$217K -$10.2K -200 -5%
FBFS
2014
First Business Financial Services
Wisconsin
$217K
GEA
2015
Glen Eagle Advisors
New Jersey
$217K -$2.65K -52 -1%
AMCA
2016
Arthur M. Cohen & Associates
Illinois
$216K +$203K +3,990 New
WCF
2017
West Coast Financial
California
$216K -$8.1K -159 -4%
FA
2018
Financial Advisors
Massachusetts
$216K
SP
2019
Systematic Portfolios
New York
$216K +$202K +3,974 New
GAA
2020
Guardian Asset Advisors
Pennsylvania
$215K -$509 -10 -0.3%
QC
2021
Quent Capital
New York
$215K -$26.7K -525 -12%
FW
2022
FirstPurpose Wealth
Utah
$215K +$218K +4,279 New
IGWM
2023
ICA Group Wealth Management
Colorado
$215K +$13K +255 +7%
FC
2024
Forte Capital
New York
$215K -$3.06K -60 -1%
HI
2025
Hendershot Investments
Virginia
$215K