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Bristol-Myers Squibb

2,269 hedge funds and large institutions have $75.8B invested in Bristol-Myers Squibb in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 810 increasing their positions, 1,022 reducing their positions, and 308 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

22% less capital invested

Capital invested by funds: $97.2B → $75.8B (-$21.3B)

51% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 308

54% less funds holding in top 10

Funds holding in top 10: 3516 (-19)

Holders
2,269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.12B
Puts
$1.26B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
2501
Wealth Advisors of Iowa
Iowa
SLC
2502
Second Line Capital
Louisiana
SSW
2503
Smith Shellnut Wilson
Mississippi
TCM
2504
Towercrest Capital Management
Pennsylvania
BMO
2505
Beck Mack & Oliver
New York
APIM
2506
Agate Pass Investment Management
Washington
TWM
2507
TriaGen Wealth Management
California
RCWM
2508
Royal Capital Wealth Management
Indiana
PSP
2509
Pacific Sage Partners
Washington
PRTG
2510
Post Resch Tallon Group
New York
MFP
2511
Meridian Financial Partners
Virginia
HCMG
2512
Howard Capital Management Group
California
WAG
2513
Winthrop Advisory Group
Massachusetts
CIC
2514
Chase Investment Counsel
Virginia
LAS
2515
Lloyd Advisory Services
Georgia
EIA
2516
Eldridge Investment Advisors
New Hampshire
FFA
2517
Fragasso Financial Advisors
Pennsylvania
HTHT
2518
Hemenway Trust Hemenway Trust
New Hampshire
FAFN
2519
First Affirmative Financial Network
Colorado
NFC
2520
Northstar Financial Companies
Pennsylvania
VCM
2521
Vivaldi Capital Management
Illinois
WF
2522
Wayfinding Financial
Washington
NC
2523
NBW Capital
Massachusetts
CFA
2524
CWS Financial Advisors
Michigan
GAA
2525
Guardian Asset Advisors
Pennsylvania