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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 %
QPW
2051
Quantum Private Wealth
Florida
$233K – – –
AC
2052
ASB Consultores
Florida
$232K +$232K +4,110 New
WCF
2053
West Coast Financial
California
$232K +$2.09K +37 +0.9%
FFG
2054
Frisch Financial Group
New York
$232K -$396 -7 -0.2%
FDP
2055
Financiere des Professionnels
Quebec, Canada
$232K – – –
EFI
2056
EHP Funds Inc
Canada
$232K – – –
AG
2057
AlTi Global
New York
$231K -$9.07M -160,244 -98%
FPB
2058
First PREMIER Bank
South Dakota
$231K – – –
MSFS
2059
Main Street Financial Solutions
Pennsylvania
$231K -$278K -4,923 -55%
WA1
2060
Wimmer Associates 1
California
$230K -$6.5K -115 -3%
LGG
2061
Luts & Greenleigh Group
Maryland
$229K +$6.5K +115 +3%
GWM
2062
GK Wealth Management
Nevada
$229K +$229K +4,054 New
KFGK
2063
Keystone Financial Group (Kentucky)
Kentucky
$229K +$229K +4,048 New
EF
2064
Exeter Financial
Arizona
$229K – – –
TWM
2065
Tradition Wealth Management
Minnesota
$229K -$57.5K -1,016 -20%
BWL
2066
Bogart Wealth LLC
Virginia
$229K +$28.7K +508 +14%
TIA
2067
Tiemann Investment Advisors
California
$228K -$2.26K -40 -1%
RAM
2068
Redmond Asset Management
Virginia
$228K +$228K +4,030 New
FCFC
2069
First Commonwealth Financial Corp
Pennsylvania
$227K +$227K +4,015 New
AMCA
2070
Arthur M. Cohen & Associates
Illinois
$227K – – –
SPWM
2071
Spartan Planning & Wealth Management
North Carolina
$227K +$227K +4,009 New
CWP
2072
CFM Wealth Partners
Texas
$227K – – –
PWM
2073
Prentice Wealth Management
New York
$227K +$1.24K +22 +0.6%
AGP
2074
Autumn Glory Partners
Texas
$226K -$3.85K -68 -2%
CMAI
2075
Capital Management Associates Inc
Minnesota
$226K +$226K +4,000 New
81 82
83
84 85