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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
KWA
751
Kingswood Wealth Advisors
California
$1.92M
MBTD
752
Mechanics Bank - Trust Department
California
$1.92M
LG
753
LaFleur & Godfrey
Michigan
$1.92M
MFG
754
Merit Financial Group
Georgia
$1.92M
KFP
755
KMG Fiduciary Partners
Ohio
$1.91M
BFS
756
Bard Financial Services
Connecticut
$1.91M
CAS
757
Coppell Advisory Solutions
Texas
$1.9M
JCM
758
Janney Capital Management
Pennsylvania
$1.9M
I
759
InvesTrust
Oklahoma
$1.9M
ORG
760
Optimist Retirement Group
Washington
$1.89M
JPWM
761
Jamison Private Wealth Management
Georgia
$1.88M
GI
762
GAMMA Investing
California
$1.88M
WTFG
763
Wells Trecaso Financial Group
Ohio
$1.87M
BCM
764
Brookstone Capital Management
Illinois
$1.86M
HIC
765
Holderness Investments Company
North Carolina
$1.86M
CCT
766
Chemung Canal Trust
New York
$1.86M
WSC
767
Wellington Shields & Co
New York
$1.85M
ECM
768
Evergreen Capital Management
Washington
$1.84M
NEAM
769
New England Asset Management
Connecticut
$1.84M
PWS
770
Proactive Wealth Strategies
Georgia
$1.84M
OC
771
Oarsman Capital
Wisconsin
$1.84M
WA
772
Waverly Advisors
Alabama
$1.83M
Federated Hermes
773
Federated Hermes
Pennsylvania
$1.83M
RIM
774
Redwood Investment Management
Arizona
$1.82M
CEI
775
Clark Estates Inc
New York
$1.8M