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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 %
WBC
2176
West Branch Capital
Massachusetts
$162K – – –
SAM
2177
Sherman Asset Management
California
$162K +$162K +2,861 New
PCFFS
2178
Pacific Center for Financial Services
California
$156K – – –
SWM
2179
Sugarloaf Wealth Management
Georgia
$155K +$4.53K +80 +3%
TVWM
2180
Tower View Wealth Management
Wisconsin
$154K +$1.36K +24 +0.9%
CCMI
2181
Creative Capital Management Investments
California
$152K +$5.66K +100 +4%
TFM
2182
TFC Financial Management
Massachusetts
$151K +$1.41K +25 +0.9%
CAL
2183
Capital Advisors Ltd
Ohio
$150K +$11.7K +208 +8%
GFPC
2184
Global Financial Private Client
Florida
$149K +$2.49K +44 +2%
AFS
2185
Anderson Financial Strategies
Ohio
$147K +$147K +2,600 New
WWA
2186
Wingate Wealth Advisors
Massachusetts
$146K +$146K +2,582 New
ATC
2187
Advantage Trust Company
Kansas
$140K – – –
KBFS
2188
Kohmann Bosshard Financial Services
Ohio
$139K +$139K +2,449 New
WI
2189
Wintrust Investments
Illinois
$137K -$84.8K -1,504 -38%
FC
2190
Fairscale Capital
New Hampshire
$137K – – –
QC
2191
Quent Capital
New York
$137K +$3.17K +56 +2%
ACA
2192
American Capital Advisory
Idaho
$132K -$3.68K -65 -3%
AGWCA
2193
Annis Gardner Whiting Capital Advisors
Florida
$131K +$4.52K +80 +4%
FNWA
2194
Financial Network Wealth Advisors
Utah
$126K +$49.7K +879 +65%
GWP
2195
Gen-Wealth Partners
Michigan
$126K -$1.75K -31 -1%
BCM
2196
Blume Capital Management
California
$125K – – –
AEPWM
2197
Atlantic Edge Private Wealth Management
Florida
$124K -$5.66K -100 -4%
CWM
2198
Compass Wealth Management
Connecticut
$124K – – –
PGAM
2199
Princeton Global Asset Management
New Jersey
$124K -$19.6K -346 -14%
HB
2200
Horizon Bancorp
Indiana
$123K +$679 +12 +0.6%
86 87
88
89 90