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Bristol-Myers Squibb

2,444 hedge funds and large institutions have $97.1B invested in Bristol-Myers Squibb in 2025 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 937 increasing their positions, 975 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
-14
Holders Change %
-0.57%
% of All Funds
33.18%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.48%
New
199
Increased
937
Reduced
975
Closed
165
Calls
$1.73B
Puts
$1.7B
Net Calls
+$26M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HAI
501
Hennessy Advisors Inc
California
$5.93M -$67.1K -1,100 -1%
KCM
502
Kennedy Capital Management
Missouri
$5.91M -$481K -7,883 -8%
SC
503
Savant Capital
Illinois
$5.9M +$4.7K +77 +0.1%
BAM
504
Belpointe Asset Management
Nevada
$5.89M -$5.6M -91,863 -49%
ERSOT
505
Employees Retirement System of Texas
Texas
$5.85M +$3.35M +54,931 +134%
IEFM
506
IQ EQ Fund Management
Ireland
$5.8M +$574K +9,410 +11%
MSRPS
507
Maryland State Retirement & Pension System
Maryland
$5.79M -$859K -14,080 -13%
NMERB
508
New Mexico Educational Retirement Board
New Mexico
$5.78M -$116K -1,900 -2%
AG
509
AIA Group
Hong Kong
$5.77M +$4.32M +70,858 +298%
Loomis, Sayles & Company
510
Loomis, Sayles & Company
Massachusetts
$5.76M -$9.19M -150,728 -61%
MFAM
511
Motley Fool Asset Management
Virginia
$5.76M +$125K +2,046 +2%
CIG
512
CCM Investment Group
Minnesota
$5.75M -$472K -7,872 -8%
TAM
513
Tocqueville Asset Management
New York
$5.71M -$65.4K -1,073 -1%
EH
514
Equitable Holdings
New York
$5.7M +$226K +3,704 +4%
CSP
515
Cary Street Partners
Virginia
$5.68M +$3.2M +52,477 +129%
NG
516
Norden Group
Utah
$5.66M +$45.4K +744 +0.8%
HPC
517
HM Payson & Co
Maine
$5.65M -$314K -5,155 -5%
ACM
518
Altrius Capital Management
North Carolina
$5.6M -$196K -3,217 -3%
TFA
519
Toth Financial Advisory
Virginia
$5.58M +$1.13M +18,478 +25%
KWM
520
Kingsview Wealth Management
Oregon
$5.55M +$3.62M +59,362 +187%
AWA
521
Aaron Wealth Advisors
Illinois
$5.55M +$32.6K +535 +0.6%
HWM
522
HB Wealth Management
Georgia
$5.49M +$1.01M +16,500 +22%
WIS
523
Wright Investors Service
Connecticut
$5.45M -$12.3K -201 -0.2%
AWM
524
Apollon Wealth Management
South Carolina
$5.43M +$204K +3,343 +4%
VLKIM
525
Van Lanschot Kempen Investment Management
Netherlands
$5.37M +$584K +9,581 +12%