BMY icon

Bristol-Myers Squibb

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
2026
WestHill Financial Advisors
California
$213K -$2.36K -46 -1%
AWM
2027
Accel Wealth Management
Iowa
$213K +$24K +467 +13%
WCF
2028
West Coast Financial
California
$213K +$308 +6 +0.1%
BOSSRA
2029
B.O.S.S. Retirement Advisors
Utah
$213K -$11.4K -223 -5%
JWA
2030
JFS Wealth Advisors
Pennsylvania
$213K +$8.31K +162 +4%
PWM
2031
PBMares Wealth Management
Virginia
$212K +$12.4K +242 +6%
FMC
2032
First Merchants Corp
Indiana
$212K
ZB
2033
Zions Bancorporation
Utah
$212K -$1.49K -29 -0.7%
PGAM
2034
Princeton Global Asset Management
New Jersey
$212K -$1.78M -34,599 -89%
QPW
2035
Quantum Private Wealth
Florida
$212K +$25.7K +500 +14%
IP
2036
Ignite Planners
California
$211K -$113K -2,144 -35%
LFG
2037
Larson Financial Group
Missouri
$211K -$9.8K -191 -4%
LC
2038
Lavaca Capital
Texas
$210K -$6.16K -120 -3%
WA1
2039
Wimmer Associates 1
California
$210K -$10.8K -210 -5%
PIM
2040
Plato Investment Management
Australia
$209K +$209K +4,083 New
PPWP
2041
Premier Path Wealth Partners
New Jersey
$209K +$209K +4,064 New
NPT
2042
Nixon Peabody Trust
Massachusetts
$208K +$208K +4,054 New
MWA
2043
Meridian Wealth Advisors
Texas
$208K -$71.8K -1,400 -26%
GEA
2044
Glen Eagle Advisors
New Jersey
$208K -$667 -13 -0.3%
SCA
2045
Sandy Cove Advisors
Massachusetts
$208K +$8.88K +173 +4%
ZF
2046
Zhang Financial
Michigan
$207K -$10.7K -208 -5%
SWA
2047
SOA Wealth Advisors
New York
$207K -$770 -15 -0.4%
FC
2048
Forte Capital
New York
$206K -$50.2K -978 -20%
PL
2049
Parthenon LLC
Kentucky
$206K
WAG
2050
Winthrop Advisory Group
Massachusetts
$206K -$15.3K -299 -7%