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Bristol-Myers Squibb

2,271 hedge funds and large institutions have $75.9B invested in Bristol-Myers Squibb in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 810 increasing their positions, 1,024 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: $97.3B → $75.9B (-$21.4B)

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
2,271
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
CIP
551
Convergence Investment Partners
Florida
$3.53M
TE
552
Tema ETFs
New York
$3.53M
USCWA
553
U.S. Capital Wealth Advisors
Texas
$3.51M
SFI
554
Siemens Fonds Invest
Germany
$3.51M
SWMG
555
Signature Wealth Management Group
Georgia
$3.5M
NLP
556
Next Level Private
New York
$3.5M
FAM
557
Fred Alger Management
New York
$3.49M
PCA
558
Providence Capital Advisors
North Carolina
$3.47M
VCM
559
Versant Capital Management
Arizona
$3.47M
AAM
560
AR Asset Management
California
$3.46M
SPI
561
Strategic Planning Inc
Ohio
$3.46M
QP
562
Quilter Plc
United Kingdom
$3.45M
WAOTB
563
Wealth Advisors of Tampa Bay
Florida
$3.43M
MC
564
Moors & Cabot
Massachusetts
$3.42M
Capstone Investment Advisors
565
Capstone Investment Advisors
New York
$3.42M
CCG
566
Cypress Capital Group
Florida
$3.42M
IAA
567
Independent Advisor Alliance
North Carolina
$3.41M
DAM
568
Delta Asset Management
Tennessee
$3.41M
SPC
569
Sigma Planning Corp
Michigan
$3.4M
TCM
570
Tufton Capital Management
Maryland
$3.4M
MAWAG
571
Mid-American Wealth Advisory Group
Missouri
$3.4M
EF
572
Empirical Finance
Pennsylvania
$3.38M
EWM
573
Empirical Wealth Management
Washington
$3.37M
IWC
574
Integrated Wealth Concepts
Massachusetts
$3.35M
JFG
575
Jefferies Financial Group
New York
$3.35M