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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 %
HNW
2226
High Note Wealth
Minnesota
$91.2K +$91.2K +1,612 New
CWM
2227
CarsonAllaria Wealth Management
Illinois
$88.1K – – –
OCM
2228
Orion Capital Management
California
$87.7K +$87.7K +1,550 New
CAS
2229
Coppell Advisory Solutions
Texas
$87.4K +$26.6K +475 +44%
BFP
2230
Briaud Financial Planning
Texas
$86K – – –
RAM
2231
Ramirez Asset Management
New York
$85.7K – – –
1L
2232
10Elms LLP
Oklahoma
$85.6K +$85.6K +1,514 New
HFS
2233
Hopwood Financial Services
Virginia
$84.8K +$84.8K +1,500 New
RWM
2234
Rialto Wealth Management
New York
$84K +$84K +1,486 New
ME
2235
McIlrath & Eck
Washington
$82.7K -$1.92K -34 -2%
WA
2236
Whipplewood Advisors
Colorado
$81.6K +$81.6K +1,443 New
BGA
2237
Battery Global Advisors
Massachusetts
$81.2K – – –
SL
2238
Salomon & Ludwin
Virginia
$80K -$24.2K -428 -23%
AWM
2239
AllSquare Wealth Management
New York
$79.2K – – –
VWA
2240
VSM Wealth Advisory
Maryland
$78.3K +$78.3K +1,385 New
KHC
2241
Koesten Hirschmann & Crabtree
Kansas
$78.1K – – –
TWD
2242
True Wealth Design
Ohio
$74.5K +$3.28K +58 +5%
TIM
2243
Tortoise Investment Management
New York
$72.1K +$170 +3 +0.2%
EPW
2244
Evergreen Private Wealth
Colorado
$71.7K – – –
TCM
2245
Tradewinds Capital Management
Washington
$71.6K +$679 +12 +1%
FFWM
2246
Future Financial Wealth Management
Ohio
$70.7K -$7.07K -125 -9%
BAM
2247
Byrne Asset Management
New Jersey
$70.6K +$4.24K +75 +6%
FDCP
2248
Foster Dykema Cabot & Partners
Massachusetts
$68.9K – – –
MFT
2249
Moisand Fitzgerald Tamayo
Florida
$68.4K – – –
SNB
2250
Security National Bank
Nebraska
$68.3K +$68.3K +1,207 New
88 89
90
91 92