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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 %
SIMG
2001
Sonora Investment Management Group
Arizona
$255K -$70.4K -1,245 -22%
AA
2002
Auxano Advisors
Washington
$255K +$6.62K +117 +3%
PWPS
2003
Pinnacle Wealth Planning Services
Ohio
$255K +$19.7K +349 +8%
NWMG
2004
National Wealth Management Group
Ohio
$255K +$255K +4,512 New
SBCM
2005
Schwerin Boyle Capital Management
Massachusetts
$255K
FA
2006
Faithward Advisors
Pennsylvania
$255K -$17.1K -303 -6%
SLG
2007
Stanley-Laman Group
Pennsylvania
$255K
MFC
2008
Mechanics Financial Corp
Ohio
$255K
CTA
2009
Colonial Trust Advisors
South Carolina
$253K -$57.4K -1,015 -18%
FA
2010
Fiduciary Alliance
South Carolina
$253K +$253K +4,475 New
WIA
2011
Westbourne Investment Advisors
Maryland
$253K -$22.6K -400 -8%
WA
2012
WBH Advisory
Maryland
$253K -$8.71K -154 -3%
CRI
2013
Colonial River Investments
Virginia
$251K -$32.2K -570 -11%
LIM
2014
Lathrop Investment Management
Arkansas
$251K -$5.67K -100 -2%
CSPIA
2015
Cary Street Partners Investment Advisory
Virginia
$251K -$2.36M -41,798 -90%
HFS
2016
Hantz Financial Services
Michigan
$250K +$4.02K +71 +2%
SHA
2017
Seneca House Advisors
Virginia
$250K +$8.48K +150 +4%
HIC
2018
Harvey Investment Company
Kentucky
$249K
LA
2019
Lakeside Advisors
Washington
$249K +$17.1K +302 +7%
A
2020
Argentarii
Ohio
$249K +$249K +4,394 New
FSA
2021
Financial Security Advisor
Virginia
$248K +$6.05K +107 +3%
WKSWA
2022
White Knight Strategic Wealth Advisors
New Jersey
$248K -$145K -2,572 -37%
SAM
2023
Synergy Asset Management
Washington
$246K +$246K +4,335 New
CG
2024
CFO4Life Group
Texas
$246K -$2.15K -38 -0.9%
CGA
2025
Crescent Grove Advisors
Illinois
$246K +$26K +459 +12%