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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 %
AWM
551
Avaii Wealth Management
Wisconsin
$4.79M +$4.1M +67,221 +591%
HPCM
552
Hunter Perkins Capital Management
Illinois
$4.76M -$6.13M -100,435 -56%
TCM
553
Tufton Capital Management
Maryland
$4.76M -$80.1K -1,314 -2%
PCM
554
Parsons Capital Management
Rhode Island
$4.75M -$98.9K -1,622 -2%
Nomura Holdings
555
Nomura Holdings
Japan
$4.74M -$176K -2,892 -4%
DWP
556
Daymark Wealth Partners
Ohio
$4.74M -$17K -279 -0.4%
MC
557
Moors & Cabot
Massachusetts
$4.73M -$710K -11,646 -13%
NB
558
NBT Bank
New York
$4.73M -$195K -3,194 -4%
ATPW
559
Ashton Thomas Private Wealth
Arizona
$4.72M +$162K +2,664 +4%
CG
560
Caprock Group
Idaho
$4.72M -$63.9K -1,047 -1%
GLA
561
Good Life Advisors
Pennsylvania
$4.7M +$635K +10,404 +16%
CIA
562
Concurrent Investment Advisors
Florida
$4.69M +$2.84M +46,504 +153%
CIP
563
Convergence Investment Partners
Florida
$4.65M -$866K -14,191 -16%
IAA
564
Independent Advisor Alliance
North Carolina
$4.64M +$306K +5,024 +7%
RBA
565
Richard Bernstein Advisors
New York
$4.61M -$186K -3,050 -4%
DAM
566
Delta Asset Management
Tennessee
$4.61M -$109K -1,782 -2%
SPI
567
Strategic Planning Inc
Ohio
$4.6M +$4.6M +75,458 New
SWMG
568
Signature Wealth Management Group
Georgia
$4.58M +$71.9K +1,179 +2%
MIP
569
Marietta Investment Partners
Wisconsin
$4.58M +$4.08M +66,978 +827%
TE
570
Tema ETFs
New York
$4.58M +$4.58M +75,050 New
EWM
571
Empirical Wealth Management
Washington
$4.56M +$3.34M +54,810 +274%
FAM
572
Fred Alger Management
New York
$4.56M -$3.35M -54,945 -42%
RBC
573
Romano Brothers & Co
Illinois
$4.52M -$18.4K -301 -0.4%
AC
574
Allstate Corporation
Illinois
$4.49M +$815K +13,357 +22%
NLP
575
Next Level Private
New York
$4.47M +$65.8K +1,079 +1%