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Bristol-Myers Squibb

2,128 hedge funds and large institutions have $63.6B invested in Bristol-Myers Squibb in 2024 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 681 increasing their positions, 1,039 reducing their positions, and 320 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,128
Holders Change
-185
Holders Change %
-8%
% of All Funds
30.95%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
169
Increased
681
Reduced
1,039
Closed
320
Calls
$1.5B
Puts
$1.65B
Net Calls
-$145M
Net Calls Change
-$470M
Name Holding Trade Value Shares
Change
Shares
Change %
AT
2026
Avalon Trust
New Mexico
$21.6K
FGA
2027
Fortis Group Advisors
New Jersey
$20.8K
CIR
2028
Clear Investment Research
Georgia
$20.8K
ETS
2029
ESL Trust Services
New York
$20.8K
FPFS
2030
First Personal Financial Services
North Carolina
$20.6K
PP
2031
PFS Partners
New Jersey
$20.1K
TCM
2032
Tanaka Capital Management
New York
$20K
DF
2033
Dunhill Financial
United Kingdom
$19.7K +$9.51K +229 +93%
CWM
2034
Cedar Wealth Management
California
$19.7K
KFP
2035
Keener Financial Planning
Texas
$19K
IWP
2036
IAG Wealth Partners
Wisconsin
$17.2K +$3.28K +79 +24%
VWWMG
2037
Vermillion & White Wealth Management Group
Pennsylvania
$16.8K
NCM
2038
Northwest Capital Management
Oregon
$16.6K
KIG
2039
Kessler Investment Group
Indiana
$16.6K
CC
2040
Cultivar Capital
Texas
$16.6K +$16.6K +400 New
FFL
2041
Financial Freedom LLC
Ohio
$16.2K +$10.8K +261 +201%
KWAG
2042
Kiely Wealth Advisory Group
North Carolina
$16.1K -$1.59K -34 -9%
CA
2043
Centerpoint Advisors
Massachusetts
$16K
OAJ
2044
Ogorek Anthony Joseph
New York
$16K +$8.08K +200 +102%
CIA
2045
Cape Investment Advisory
Georgia
$15.5K +$83 +2 +0.5%
AWM
2046
Abound Wealth Management
Tennessee
$15.1K -$1.79K -43 -11%
W
2047
WealthCollab
Washington
$15K -$7.97K -192 -35%
RWA
2048
Redmont Wealth Advisors
Illinois
$14.9K -$20.8K -500 -58%
RDIA
2049
RE Dickinson Investment Advisors
Iowa
$14.5K
JAM
2050
JCIC Asset Management
Ontario, Canada
$14.1K