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Bristol-Myers Squibb

2,237 hedge funds and large institutions have $77.9B invested in Bristol-Myers Squibb in 2024 Q3 according to their latest regulatory filings, with 266 funds opening new positions, 810 increasing their positions, 918 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
+109
Holders Change %
+5.12%
% of All Funds
32.35%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
266
Increased
810
Reduced
918
Closed
131
Calls
$1.88B
Puts
$1.99B
Net Calls
-$110M
Net Calls Change
+$34.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
2001
Global Financial Private Client
Florida
$134K +$53.4K +1,032 +66%
CCMI
2002
Creative Capital Management Investments
California
$134K +$25.9K +500 +24%
PB
2003
Pinnacle Bancorp
Nebraska
$133K
HFM
2004
Harvest Fund Management
China
$133K +$133K +2,569 New
PAI
2005
Pittenger & Anderson Inc
Nebraska
$133K
PGAM
2006
Princeton Global Asset Management
New Jersey
$131K -$19.5K -376 -13%
SSG
2007
Summit Securities Group
New York
$129K
ATC
2008
Advantage Trust Company
Kansas
$128K
CAL
2009
Capital Advisors Ltd
Ohio
$127K -$156K -3,016 -55%
FC
2010
Fairscale Capital
New Hampshire
$125K
FAM
2011
Flaharty Asset Management
Florida
$125K +$125K +2,415 New
ACA
2012
American Capital Advisory
Idaho
$124K -$293K -5,660 -70%
T
2013
Tidemark
California
$124K +$621 +12 +0.5%
QC
2014
Quent Capital
New York
$122K -$30.5K -590 -20%
HWA
2015
HHM Wealth Advisors
Tennessee
$122K -$34.5K -666 -22%
GWP
2016
Gen-Wealth Partners
Michigan
$119K +$5.27K +100 +5%
AEPWM
2017
Atlantic Edge Private Wealth Management
Florida
$119K +$51.7K +1,000 +77%
AGWCA
2018
Annis Gardner Whiting Capital Advisors
Florida
$115K +$52 +1 +0%
PMFA
2019
Plante Moran Financial Advisors
Michigan
$115K +$4.61K +89 +4%
BCM
2020
Blume Capital Management
California
$114K -$14K -271 -11%
CWM
2021
Compass Wealth Management
Connecticut
$114K -$188K -3,632 -62%
HB
2022
Horizon Bancorp
Indiana
$112K -$3.83K -74 -3%
RA
2023
Rise Advisors
New York
$112K -$5.49K -106 -5%
BWP
2024
Baldwin Wealth Partners
Massachusetts
$104K +$6.05K +117 +6%
PBK
2025
Peoples Bank (Kansas)
Kansas
$103K