BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.02B
2
Ameriprise
Ameriprise
Minnesota
+$679M
3
DZ Bank
DZ Bank
Germany
+$617M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$330M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$212M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$782M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$719M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$435M
4
Two Sigma Investments
Two Sigma Investments
New York
-$262M
5
Amundi
Amundi
France
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
2026
Baron Wealth Management
Michigan
$245K +$15.2K +268 +7%
ES
2027
ETF Store
Kansas
$245K +$2.21K +39 +0.9%
EBT
2028
Enterprise Bank & Trust
Massachusetts
$244K +$12.3K +217 +5%
HCM
2029
Hutchinson Capital Management
California
$244K +$1.19K +21 +0.5%
HFAS
2030
Hummer Financial Advisory Services
Illinois
$243K – – –
FBB
2031
Fulton Breakefield Broenniman
Maryland
$243K -$9.73K -172 -4%
BFG
2032
Beacon Financial Group
Texas
$243K -$40.8K -722 -14%
SCP
2033
Sivia Capital Partners
California
$243K +$23.2K +410 +11%
SRC
2034
Sage Rhino Capital
California
$242K +$3.17K +56 +1%
EGA
2035
E&G Advisors
Texas
$241K -$68K -1,200 -22%
PCP
2036
Proficio Capital Partners
Massachusetts
$240K +$240K +4,249 New
BMM
2037
Buffington Mohr McNeal
Idaho
$239K +$239K +4,234 New
IA
2038
Insight Advisors
Pennsylvania
$239K +$4.48K +80 +2%
BMWS
2039
Brady Martz Wealth Solutions
North Dakota
$239K +$239K +4,291 New
GWM
2040
Greenwich Wealth Management
Connecticut
$239K -$5.94K -105 -2%
HC
2041
Hourglass Capital
Texas
$238K – – –
AWAP
2042
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$237K +$237K +4,199 New
JC
2043
Jacobs & Co
California
$237K -$14.9K -264 -6%
LI
2044
LRI Investments
Florida
$237K – – –
WCA
2045
Westover Capital Advisors
Delaware
$237K – – –
FNBOMD
2046
First National Bank of Mount Dora
Florida
$236K +$236K +4,173 New
SW
2047
SkyOak Wealth
Michigan
$236K +$236K +4,171 New
PHIC
2048
Pine Haven Investment Counsel
Massachusetts
$235K -$11.3K -200 -5%
PWM
2049
Pines Wealth Management
North Carolina
$235K +$235K +4,214 New
APWM
2050
Anchor Pointe Wealth Management
Missouri
$234K +$234K +4,166 New
80 81
82
83 84