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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 %
LW
2101
Linscomb Wealth
Texas
$220K -$44.5K -787 -17%
LAI
2102
Legal Advantage Investments
California
$220K +$220K +3,891 New
RTC
2103
Riverview Trust Company
Washington
$220K +$28.9K +511 +15%
CWM
2104
Connecticut Wealth Management
Connecticut
$220K -$8.2K -145 -4%
STA
2105
Smith Thornton Advisors
Alabama
$220K -$1.7K -30 -0.8%
WC
2106
Wynn Capital
Georgia
$219K – – –
FB
2107
Finward Bancorp
Indiana
$219K +$219K +3,864 New
SWM
2108
Stockman Wealth Management
Montana
$218K -$18K -318 -8%
NAMP
2109
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$218K -$42.3K -748 -16%
NJBEST
2110
New Jersey Better Educational Savings Trust
New Jersey
$218K +$218K +3,849 New
BWM
2111
Birchcreek Wealth Management
Ohio
$216K +$216K +3,825 New
SCA
2112
Sandy Cove Advisors
Massachusetts
$216K +$216K +3,824 New
FFN
2113
Focus Financial Network
Minnesota
$216K -$4.24K -75 -2%
LSA
2114
L & S Advisors
California
$215K -$37.8K -668 -15%
SA
2115
SoundView Advisors
Washington
$214K +$214K +3,792 New
ESBC
2116
E.S. Barr & Co
Kentucky
$214K +$214K +3,780 New
MAM
2117
Madison Asset Management
Wisconsin
$213K -$17K -300 -7%
MIA
2118
Madison Investment Advisors
Wisconsin
$213K +$213K +3,768 New
IP
2119
Isthmus Partners
Wisconsin
$213K +$213K +3,767 New
TCM
2120
Towercrest Capital Management
Pennsylvania
$212K +$212K +3,757 New
DP
2121
Dearborn Partners
Illinois
$212K +$212K +3,755 New
CCP
2122
Carmel Capital Partners
California
$212K +$212K +3,748 New
CT
2123
Clearstead Trust
Maine
$210K +$679 +12 +0.3%
CIA
2124
Compass Ion Advisors
Pennsylvania
$210K +$210K +3,713 New
MWM
2125
Merriman Wealth Management
Washington
$210K +$210K +3,705 New
83 84
85
86 87