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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 %
WCG
2151
Weaver Consulting Group
California
$202K +$202K +3,570 New
EWM
2152
Executive Wealth Management
Michigan
$202K +$202K +3,564 New
RRA
2153
Round Rock Advisors
Connecticut
$201K +$201K +3,561 New
MCM
2154
Maple Capital Management
Vermont
$201K +$201K +3,559 New
FFA
2155
Fi3 Financial Advisors
Indiana
$201K +$201K +3,555 New
GCA
2156
Gradient Capital Advisors
California
$201K +$201K +3,549 New
DAC
2157
Dividend Assets Capital
South Carolina
$201K -$38.1K -673 -16%
SLC
2158
Second Line Capital
Louisiana
$200K -$110K -1,944 -35%
BGAI
2159
Bruce G. Allen Investments
Colorado
$200K +$7.52K +133 +4%
OCM
2160
Osterweis Capital Management
California
$200K – – –
GSWM
2161
Golden State Wealth Management
California
$199K +$199K +3,519 New
HCMG
2162
Howard Capital Management Group
California
$195K +$195K +3,455 New
GEA
2163
Glen Eagle Advisors
New Jersey
$194K -$1.58K -28 -0.8%
YDMI
2164
Y.D. More Investments
Israel
$191K +$2.26K +40 +1%
WWP
2165
WR Wealth Planners
Missouri
$190K -$16K -282 -8%
CSWM
2166
Cassady Schiller Wealth Management
Ohio
$188K +$7.07K +125 +4%
BFPW
2167
BOK Financial Private Wealth
Colorado
$185K -$108K -1,914 -37%
CYG
2168
Clean Yield Group
Vermont
$183K -$5.66K -100 -3%
JWA
2169
JFS Wealth Advisors
Pennsylvania
$182K +$792 +14 +0.4%
FMTCOCP
2170
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$181K – – –
SC
2171
Stance Capital
Massachusetts
$181K +$181K +3,200 New
PB
2172
Pinnacle Bancorp
Nebraska
$180K +$33.9K +600 +23%
MCM
2173
MV Capital Management
Maryland
$178K +$25.8K +456 +17%
BCMLT
2174
Beacon Capital Management LLC (Tennessee)
Tennessee
$163K -$1.02K -18 -0.6%
HWA
2175
HHM Wealth Advisors
Tennessee
$162K +$29.1K +514 +22%
85 86
87
88 89